Battle Arena

Barista FIRE Income vs Rising Income 177

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Aug 2024.

Judge on
Window
WinnerBarista FIRE Income
High riskMedium reward

10.7%

yield · $89/mo per $10k

Rising Income 177
Medium riskMedium reward

6.0%

yield · $50/mo per $10k

Barista FIRE Income wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Barista FIRE IncomeRising Income 177Distributions reinvested · hypothetical, fixed weights
Total Return2–0
30.2%
Total Ret.
22.4%
15.9%
CAGR
12.0%
Income3–0
10.7%
Yield
6.0%
$89
Income
$50
0.35
Steadiness
0.67
Principal / NAV0–2
8.2%
NAV
8.5%
-14.5%
Max DD
-6.7%
Risk0–4
4.6
Risk-Adj.
5.0
1.78
Sortino
2.20
12.7%
Volatility
7.6%
3.6
Safety
2.2

Holdings overlap

0% overlap

Barista FIRE Income only

JEPQ 25%SPYI 20%QQQI 20%ARCC 15%EPD 10%STAG 10%

Shared

No shared holdings

Rising Income 177 only

BIL 15%QDVO 13%SDIV 13%AMLP 10%BKLN 10%CGCP 10%DHS 10%DIV 10%AMRFX 10%

The risk-first read

Rising Income 177 wins the risk-adjusted call: 22.4% total return at a meaningfully lower risk tier (2.2 vs 3.6). You're paid more per unit of risk — and Barista FIRE Income's extra tier exposure isn't buying enough return to justify it.

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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 Aug 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.