Quality Yield 813 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

WinnerQuality Yield 813

Medium riskLow reward

4.8%

yield · $40/mo per $10k

Sharpe Maximizer

Low riskLow reward

3.8%

yield · $31/mo per $10k

Quality Yield 813 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Quality Yield 813Sharpe MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return2–0

57.2%

Total Ret.

39.8%

14.4%

CAGR

10.5%

Income2–1

4.8%

Yield

3.8%

$40

Income

$31

1.07

Steadiness

0.54

Principal / NAVeven

30.4%

NAV

23.1%

-12.5%

Max DD

-11.9%

Risk1–3

10.5

Risk-Adj.

11.3

1.37

Sortino

1.24

15.9%

Volatility

12.2%

2.3

Safety

1.9

Holdings overlap

0% overlap

Quality Yield 813 only

ING 16%DEO 15%NVS 15%VALE 15%UBS 15%FPE 12%AMLP 11%

Shared

No shared holdings

Sharpe Maximizer only

SCHD 35%VIG 30%DGRO 20%HDV 15%

The risk-first read

Sharpe Maximizer wins the risk-adjusted call: 39.8% total return at a meaningfully lower risk tier (1.9 vs 2.3). You're paid more per unit of risk — and Quality Yield 813's extra tier exposure isn't buying enough return to justify it.

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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.