Conservative Boost 978 vs Safe High Income 755

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

Compared over their common history since Oct 2025.

Judge on

Window

Conservative Boost 978

Medium riskLow reward

5.2%

yield · $43/mo per $10k

WinnerSafe High Income 755

Low riskLow reward

4.2%

yield · $35/mo per $10k

Safe High Income 755 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Conservative Boost 978Safe High Income 755Distributions reinvested · hypothetical, fixed weights

Total Return0–2

11.1%

Total Ret.

36.0%

17.4%

CAGR

60.1%

Income3–0

5.2%

Yield

4.2%

$43

Income

$35

0.77

Steadiness

0.83

Principal / NAVeven

7.1%

NAV

31.9%

-3.1%

Max DD

-8.2%

Riskeven

4.9

Risk-Adj.

7.9

5.44

Sortino

4.42

5.7%

Volatility

21.8%

2.1

Safety

2.0

Holdings overlap

6% overlap

Conservative Boost 978 only

FPE 15%BKLN 14%CGCP 14%DHS 14%DIV 14%DWX 14%

Shared

AMLP 14%

Safe High Income 755 only

SGOV 15%BIL 14%NBIL 11%ING 8%DEO 8%NVS 8%VALE 8%UBS 8%MPW 8%PFE 8%

The risk-first read

Safe High Income 755 wins. Conservative Boost 978 dangles a bigger 5.2% headline yield, but after NAV erosion its total return (11.1%) trails Safe High Income 755's 36.0% — and at a higher risk tier (2.1 vs 2.0). The classic yield trap.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Oct 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.