Core Portfolio 701 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 Oct 2024.

Judge on

Window

Core Portfolio 701

Medium riskMedium reward

7.4%

yield · $62/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)

Core Portfolio 701Rising Income 177Distributions reinvested · hypothetical, fixed weights

Total Return0–2

20.1%

Total Ret.

21.2%

12.2%

CAGR

12.8%

Income2–1

7.4%

Yield

6.0%

$62

Income

$50

1.20

Steadiness

0.68

Principal / NAV0–2

4.5%

NAV

8.6%

-8.1%

Max DD

-6.7%

Risk0–4

3.7

Risk-Adj.

5.0

2.21

Sortino

2.30

7.9%

Volatility

7.7%

2.3

Safety

2.2

Holdings overlap

36% overlap

Core Portfolio 701 only

FPE 10%ANCFX 10%CAIBX 10%XPAY 10%VRP 8%BIZD 8%SGOV 8%

Shared

AMLP 10%BKLN 10%QDVO 9%BIL 8%

Rising Income 177 only

SDIV 13%CGCP 10%DHS 10%DIV 10%AMRFX 10%

The risk-first read

Rising Income 177 wins. Core Portfolio 701 dangles a bigger 7.4% headline yield, but after NAV erosion its total return (20.1%) trails Rising Income 177's 21.2% — and at a higher risk tier (2.3 vs 2.2). The classic yield trap.

Get one battle like this in your inbox every week

The Dividend Brief — free, risk-first, 2-min read.

Run your own matchups

Filter 30 portfolios by risk and reward and let the data crown a champion.

Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Oct 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.