Battle Arena

Test Aaron 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
Test Aaron
High riskMedium reward

7.7%

yield · $64/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)

Test AaronThe Middle Path 859Distributions reinvested · hypothetical, fixed weights
Total Return0–2
28.6%
Total Ret.
74.9%
11.3%
CAGR
26.9%
Income1–2
7.7%
Yield
15.1%
$64
Income
$126
0.35
Steadiness
0.73
Principal / NAV2–0
28.8%
NAV
23.6%
-11.4%
Max DD
-19.4%
Risk1–3
3.9
Risk-Adj.
5.7
1.59
Sortino
2.31
10.1%
Volatility
17.7%
3.6
Safety
3.5

Holdings overlap

0% overlap

Test Aaron only

JEPI 40%QQQH 40%SCHD 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

The Middle Path 859 wins on both fronts: more monthly income ($126 vs $64 per $10k) and a better risk-adjusted return — without taking on more tier risk. A clean pick.

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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.