Dividend Growth Foundation 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

WinnerDividend Growth Foundation

Low riskLow reward

2.0%

yield · $16/mo per $10k

Rising Income 177

Medium riskMedium reward

6.0%

yield · $50/mo per $10k

Dividend Growth Foundation wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Dividend Growth FoundationRising Income 177Distributions reinvested · hypothetical, fixed weights

Total Return2–0

27.2%

Total Ret.

22.4%

14.4%

CAGR

12.0%

Income1–2

2.0%

Yield

6.0%

$16

Income

$50

0.50

Steadiness

0.67

Principal / NAVeven

22.1%

NAV

8.5%

-13.0%

Max DD

-6.7%

Riskeven

9.7

Risk-Adj.

5.0

1.59

Sortino

2.20

12.9%

Volatility

7.6%

2.0

Safety

2.2

Holdings overlap

0% overlap

Dividend Growth Foundation only

VIG 35%DGRO 30%SCHD 25%RDVY 10%

Shared

No shared holdings

Rising Income 177 only

BIL 15%QDVO 13%SDIV 13%AMLP 10%BKLN 10%CGCP 10%DHS 10%DIV 10%AMRFX 10%

The risk-first read

Dividend Growth Foundation wins. Rising Income 177 dangles a bigger 6.0% headline yield, but after NAV erosion its total return (22.4%) trails Dividend Growth Foundation's 27.2% — and at a higher risk tier (2.2 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 Aug 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.