Capital Preservation Plus 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

Capital Preservation Plus

Low riskMedium reward

6.8%

yield · $57/mo per $10k

WinnerRising Income 177

Medium riskMedium reward

6.0%

yield · $50/mo per $10k

Rising Income 177 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Capital Preservation PlusRising Income 177Distributions reinvested · hypothetical, fixed weights

Total Return0–2

-8.8%

Total Ret.

22.4%

-5.0%

CAGR

12.0%

Income3–0

6.8%

Yield

6.0%

$57

Income

$50

0.45

Steadiness

0.67

Principal / NAV0–2

-25.7%

NAV

8.5%

-21.9%

Max DD

-6.7%

Riskeven

14.8

Risk-Adj.

5.0

-0.23

Sortino

2.20

16.6%

Volatility

7.6%

1.2

Safety

2.2

Holdings overlap

15% overlap

Capital Preservation Plus only

HDV 40%SCHD 12%VYM 8%NOBL 5%

Shared

BIL 35%

Rising Income 177 only

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

The risk-first read

Capital Preservation Plus wins the risk-adjusted call: -8.8% total return at a meaningfully lower risk tier (1.2 vs 2.2). You're paid more per unit of risk — and Rising Income 177'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 Aug 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.