Battle Arena

Global Conservative vs Yield Maximizer

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Jan 2024.

Judge on
Window
WinnerGlobal Conservative
Low riskLow reward

2.6%

yield · $22/mo per $10k

Yield Maximizer
High riskMedium reward

10.1%

yield · $84/mo per $10k

Global Conservative wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Global ConservativeYield MaximizerDistributions reinvested · hypothetical, fixed weights
Total Return2–0
56.9%
Total Ret.
48.3%
21.2%
CAGR
18.3%
Income1–2
2.6%
Yield
10.1%
$22
Income
$84
0.48
Steadiness
0.59
Principal / NAV2–0
43.7%
NAV
17.8%
-9.0%
Max DD
-13.4%
Risk3–1
13.9
Risk-Adj.
4.8
2.44
Sortino
2.32
11.8%
Volatility
11.2%
1.8
Safety
3.6

Holdings overlap

0% overlap

Global Conservative only

SCHD 30%VYM 25%VYMI 25%IDV 20%

Shared

No shared holdings

Yield Maximizer only

JEPQ 25%QQQI 20%SPYI 20%O 15%MAIN 10%EPD 10%

The risk-first read

Global Conservative wins. Yield Maximizer dangles a bigger 10.1% headline yield, but after NAV erosion its total return (48.3%) trails Global Conservative's 56.9% — and at a higher risk tier (3.6 vs 1.8). The classic yield trap.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Jan 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.