Battle Arena

Quality Yield 813 vs Yield Maximizer

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

Compared over their common history since Jan 2024.

Judge on
Window
Quality Yield 813
Medium riskLow reward

4.8%

yield · $40/mo per $10k

WinnerYield Maximizer
High riskMedium reward

10.1%

yield · $84/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Quality Yield 813Yield MaximizerDistributions reinvested · hypothetical, fixed weights
Total Return0–2
47.8%
Total Ret.
48.3%
18.1%
CAGR
18.3%
Income0–3
4.8%
Yield
10.1%
$40
Income
$84
1.10
Steadiness
0.59
Principal / NAV2–0
29.1%
NAV
17.8%
-12.5%
Max DD
-13.4%
Riskeven
10.5
Risk-Adj.
4.8
1.67
Sortino
2.32
15.5%
Volatility
11.2%
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

Yield Maximizer only

JEPQ 25%QQQI 20%SPYI 20%O 15%MAIN 10%EPD 10%

The risk-first read

Quality Yield 813 wins the risk-adjusted call: 47.8% total return at a meaningfully lower risk tier (2.3 vs 3.6). You're paid more per unit of risk — and Yield Maximizer's extra tier exposure isn't buying enough return to justify it.

Get one battle like this in your inbox every week
The Dividend Brief — free, risk-first, 2-min read.

Run your own matchups

Filter 30 portfolios by risk and reward and let the data crown a champion.

Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Jan 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.