Test Aaron 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

Test Aaron

High riskMedium reward

7.7%

yield · $64/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)

Test AaronYield MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return0–2

28.6%

Total Ret.

48.3%

11.3%

CAGR

18.3%

Income1–2

7.7%

Yield

10.1%

$64

Income

$84

0.35

Steadiness

0.59

Principal / NAV2–0

28.8%

NAV

17.8%

-11.4%

Max DD

-13.4%

Riskeven

4.0

Risk-Adj.

4.8

1.59

Sortino

2.32

10.1%

Volatility

11.2%

3.6

Safety

3.6

Holdings overlap

0% overlap

Test Aaron only

JEPI 40%QQQH 40%SCHD 20%

Shared

No shared holdings

Yield Maximizer only

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

The risk-first read

Yield Maximizer takes it on risk-adjusted return (4.8 vs 4.0), winning 6 of the 11 head-to-head stats. Test Aaron's one edge is a lower 3.6 risk tier — worth it only if that's specifically what you're after.

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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.