Quality Yield 813 vs Test Aaron

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

Test Aaron

High riskMedium reward

7.7%

yield · $64/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Quality Yield 813Test AaronDistributions reinvested · hypothetical, fixed weights

Total Return2–0

57.2%

Total Ret.

52.0%

14.4%

CAGR

13.2%

Income0–3

4.8%

Yield

7.7%

$40

Income

$64

1.07

Steadiness

0.33

Principal / NAV0–2

30.4%

NAV

41.2%

-12.5%

Max DD

-11.4%

Riskeven

10.5

Risk-Adj.

4.0

1.37

Sortino

1.91

15.9%

Volatility

10.1%

2.3

Safety

3.6

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

Test Aaron only

JEPI 40%QQQH 40%SCHD 20%

The risk-first read

Quality Yield 813 wins. Test Aaron dangles a bigger 7.7% headline yield, but after NAV erosion its total return (52.0%) trails Quality Yield 813's 57.2% — and at a higher risk tier (3.6 vs 2.3). The classic yield trap.

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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.