Core Portfolio 701 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

Core Portfolio 701

Medium riskMedium reward

7.4%

yield · $62/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)

Core Portfolio 701Safe High Income 755Distributions reinvested · hypothetical, fixed weights

Total Return0–2

9.8%

Total Ret.

36.0%

15.4%

CAGR

60.1%

Income2–1

7.4%

Yield

4.2%

$62

Income

$35

1.38

Steadiness

0.83

Principal / NAVeven

3.7%

NAV

31.9%

-3.9%

Max DD

-8.2%

Riskeven

3.7

Risk-Adj.

7.9

5.44

Sortino

4.42

5.9%

Volatility

21.8%

2.3

Safety

2.0

Holdings overlap

21% overlap

Core Portfolio 701 only

FPE 10%ANCFX 10%CAIBX 10%XPAY 10%BKLN 10%QDVO 9%VRP 8%BIZD 8%

Shared

AMLP 10%BIL 8%SGOV 8%

Safe High Income 755 only

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. Core Portfolio 701 dangles a bigger 7.4% headline yield, but after NAV erosion its total return (9.8%) trails Safe High Income 755's 36.0% — and at a higher risk tier (2.3 vs 2.0). The classic yield trap.

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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 Oct 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.