Quality Yield 688 vs The Middle Path 859

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

Compared over their common history since Oct 2025.

Judge on

Window

WinnerQuality Yield 688

Medium riskLow reward

4.1%

yield · $34/mo per $10k

The Middle Path 859

High riskHigh reward

15.1%

yield · $126/mo per $10k

Quality Yield 688 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Quality Yield 688The Middle Path 859Distributions reinvested · hypothetical, fixed weights

Total Return2–0

41.8%

Total Ret.

14.5%

70.5%

CAGR

23.0%

Income0–3

4.1%

Yield

15.1%

$34

Income

$126

1.17

Steadiness

0.83

Principal / NAVeven

37.1%

NAV

4.6%

-8.4%

Max DD

-7.6%

Risk3–1

7.8

Risk-Adj.

5.7

5.84

Sortino

3.08

20.6%

Volatility

12.7%

2.2

Safety

3.5

Holdings overlap

5% overlap

Quality Yield 688 only

SGOV 15%ING 12%PFE 12%OHI 12%NWG 12%DOW 12%NBIL 11%

Shared

BIL 15%

The Middle Path 859 only

GPIQ 10%BIZD 10%QQQI 10%NVDL 10%TSLY 10%SRLN 10%SPYI 10%JEPQ 10%AMLP 8%FPE 8%

The risk-first read

Quality Yield 688 wins. The Middle Path 859 dangles a bigger 15.1% headline yield, but after NAV erosion its total return (14.5%) trails Quality Yield 688's 41.8% — and at a higher risk tier (3.5 vs 2.2). The classic yield trap.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Oct 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.