Quality Yield 813 vs The Middle Path 269

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

Compared over their common history since Jan 2026.

Judge on

Window

Quality Yield 813

Medium riskLow reward

4.8%

yield · $40/mo per $10k

WinnerThe Middle Path 269

Medium riskLow reward

3.4%

yield · $29/mo per $10k

The Middle Path 269 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Quality Yield 813The Middle Path 269Distributions reinvested · hypothetical, fixed weights

Total Return0–2

2.3%

Total Ret.

5.7%

6.4%

CAGR

16.5%

Income2–1

4.8%

Yield

3.4%

$40

Income

$29

0.95

Steadiness

0.76

Principal / NAV0–2

0.2%

NAV

4.5%

-12.5%

Max DD

-4.0%

Riskeven

10.8

Risk-Adj.

5.1

0.59

Sortino

3.30

18.8%

Volatility

8.5%

2.3

Safety

2.5

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

The Middle Path 269 only

FDL 13%SCHH 13%BKLN 13%CGCP 13%IDV 13%JAAA 13%VNQ 12%IYR 12%

The risk-first read

Quality Yield 813 takes it on risk-adjusted return (10.8 vs 5.1), winning 7 of the 11 head-to-head stats. The Middle Path 269's one edge is a lower 2.5 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 2026 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.