Growth & Income Harmony vs Sharpe Maximizer

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

Compared over their common history since Jan 2023.

Judge on

Window

WinnerGrowth & Income Harmony

Low riskLow reward

2.4%

yield · $20/mo per $10k

Sharpe Maximizer

Low riskLow reward

3.8%

yield · $31/mo per $10k

Growth & Income Harmony wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Growth & Income HarmonySharpe MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return2–0

59.6%

Total Ret.

39.8%

14.9%

CAGR

10.5%

Income0–3

2.4%

Yield

3.8%

$20

Income

$31

0.92

Steadiness

0.54

Principal / NAV2–0

45.2%

NAV

23.1%

-11.7%

Max DD

-11.9%

Risk1–3

8.0

Risk-Adj.

11.3

1.77

Sortino

1.24

12.4%

Volatility

12.2%

1.9

Safety

1.9

Holdings overlap

50% overlap

Growth & Income Harmony only

DGRW 20%O 15%JPM 15%

Shared

VIG 25%SCHD 25%

Sharpe Maximizer only

DGRO 20%HDV 15%

The risk-first read

Sharpe Maximizer takes it on risk-adjusted return (11.3 vs 8.0), winning 6 of the 11 head-to-head stats. Growth & Income Harmony's one edge is a lower 1.9 risk tier — worth it only if that's specifically what you're after.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Jan 2023 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.