Battle Arena

Sharpe Maximizer 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
Sharpe Maximizer
Low riskLow reward

3.8%

yield · $31/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)

Sharpe MaximizerYield MaximizerDistributions reinvested · hypothetical, fixed weights
Total Return0–2
29.5%
Total Ret.
48.3%
11.6%
CAGR
18.3%
Income1–2
3.8%
Yield
10.1%
$31
Income
$84
0.59
Steadiness
0.59
Principal / NAVeven
16.8%
NAV
17.8%
-11.9%
Max DD
-13.4%
Riskeven
11.3
Risk-Adj.
4.8
1.31
Sortino
2.32
12.2%
Volatility
11.2%
1.9
Safety
3.6

Holdings overlap

0% overlap

Sharpe Maximizer only

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

Shared

No shared holdings

Yield Maximizer only

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

The risk-first read

Sharpe Maximizer wins the risk-adjusted call: 29.5% total return at a meaningfully lower risk tier (1.9 vs 3.6). 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.