Battle Arena

Risk Seeker 696 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 Oct 2024.

Judge on
Window
WinnerRisk Seeker 696
Medium riskHigh reward

16.5%

yield · $138/mo per $10k

The Middle Path 859
High riskHigh reward

15.1%

yield · $126/mo per $10k

Risk Seeker 696 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Risk Seeker 696The Middle Path 859Distributions reinvested · hypothetical, fixed weights
Total Return2–0
42.7%
Total Ret.
36.9%
25.0%
CAGR
21.8%
Income2–1
16.5%
Yield
15.1%
$138
Income
$126
1.70
Steadiness
0.74
Principal / NAVeven
6.9%
NAV
7.9%
-13.2%
Max DD
-19.4%
Risk4–0
8.7
Risk-Adj.
5.7
2.78
Sortino
1.94
13.6%
Volatility
17.2%
2.6
Safety
3.5

Holdings overlap

0% overlap

Risk Seeker 696 only

XPAY 20%ANCFX 20%CAIBX 20%GOOY 20%AMECX 20%

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

Risk Seeker 696 wins the risk-adjusted call: 42.7% total return at a meaningfully lower risk tier (2.6 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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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Oct 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.