Battle Arena

Sharpe Maximizer 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
Sharpe Maximizer
Low riskLow reward

3.8%

yield · $31/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)

Sharpe MaximizerThe Middle Path 859Distributions reinvested · hypothetical, fixed weights
Total Return0–2
29.5%
Total Ret.
74.9%
11.6%
CAGR
26.9%
Income1–2
3.8%
Yield
15.1%
$31
Income
$126
0.59
Steadiness
0.73
Principal / NAVeven
16.8%
NAV
23.6%
-11.9%
Max DD
-19.4%
Risk3–1
11.6
Risk-Adj.
5.7
1.31
Sortino
2.31
12.2%
Volatility
17.7%
1.9
Safety
3.5

Holdings overlap

0% overlap

Sharpe Maximizer only

SCHD 35%VIG 30%DGRO 20%HDV 15%

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

Sharpe Maximizer wins the risk-adjusted call: 29.5% 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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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.