Battle Arena

The Middle Path 269 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 2026.

Judge on
Window
The Middle Path 269
Medium riskLow reward

3.4%

yield · $29/mo per $10k

WinnerYield Maximizer
High riskMedium reward

10.2%

yield · $85/mo per $10k

Yield Maximizer wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

The Middle Path 269Yield MaximizerDistributions reinvested · hypothetical, fixed weights
Total Return0–2
5.7%
Total Ret.
5.8%
16.5%
CAGR
16.8%
Income0–3
3.4%
Yield
10.2%
$29
Income
$85
0.76
Steadiness
0.60
Principal / NAV2–0
4.5%
NAV
1.9%
-4.0%
Max DD
-5.6%
Risk4–0
5.1
Risk-Adj.
4.7
3.30
Sortino
3.22
8.5%
Volatility
9.1%
2.5
Safety
3.6

Holdings overlap

0% overlap

The Middle Path 269 only

FDL 13%SCHH 13%BKLN 13%CGCP 13%IDV 13%JAAA 13%VNQ 12%IYR 12%

Shared

No shared holdings

Yield Maximizer only

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

The risk-first read

The Middle Path 269 wins the risk-adjusted call: 5.7% total return at a meaningfully lower risk tier (2.5 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.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Jan 2026 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.