Conservative Boost 978 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

Conservative Boost 978

Medium riskLow reward

5.2%

yield · $43/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)

Conservative Boost 978Rising Income 177Distributions reinvested · hypothetical, fixed weights

Total Return0–2

19.5%

Total Ret.

22.4%

10.5%

CAGR

12.0%

Income0–3

5.2%

Yield

6.0%

$43

Income

$50

0.77

Steadiness

0.67

Principal / NAVeven

8.0%

NAV

8.5%

-4.7%

Max DD

-6.7%

Riskeven

4.9

Risk-Adj.

5.0

2.16

Sortino

2.20

6.9%

Volatility

7.6%

2.1

Safety

2.2

Holdings overlap

50% overlap

Conservative Boost 978 only

FPE 15%DWX 14%

Shared

AMLP 14%BKLN 14%CGCP 14%DHS 14%DIV 14%

Rising Income 177 only

BIL 15%QDVO 13%SDIV 13%AMRFX 10%

The risk-first read

Rising Income 177 takes it on risk-adjusted return (5.0 vs 4.9), winning 8 of the 11 head-to-head stats. Conservative Boost 978's one edge is a lower 2.1 risk tier — worth it only if that's specifically what you're after.

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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.