Battle Arena

Retirement Fortress 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 Jan 2024.

Judge on
Window
Retirement Fortress
Low riskLow reward

2.4%

yield · $20/mo per $10k

WinnerThe Middle Path 859
High riskHigh reward

15.1%

yield · $126/mo per $10k

The Middle Path 859 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Retirement FortressThe Middle Path 859Distributions reinvested · hypothetical, fixed weights
Total Return0–2
43.9%
Total Ret.
74.9%
16.8%
CAGR
26.9%
Income1–2
2.4%
Yield
15.1%
$20
Income
$126
0.50
Steadiness
0.73
Principal / NAV2–0
35.0%
NAV
23.6%
-12.5%
Max DD
-19.4%
Risk3–1
10.8
Risk-Adj.
5.7
1.97
Sortino
2.31
12.0%
Volatility
17.7%
1.9
Safety
3.5

Holdings overlap

0% overlap

Retirement Fortress only

SCHD 30%VYM 25%DGRO 20%VIG 15%DVY 10%

Shared

No shared holdings

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%BIL 5%

The risk-first read

Retirement Fortress wins the risk-adjusted call: 43.9% total return at a meaningfully lower risk tier (1.9 vs 3.5). You're paid more per unit of risk — and The Middle Path 859's extra tier exposure isn't buying enough return to justify it.

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Run your own matchups

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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.