Dividend Growth Foundation 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

Dividend Growth Foundation

Low riskLow reward

2.0%

yield · $16/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)

Dividend Growth FoundationSafe High Income 755Distributions reinvested · hypothetical, fixed weights

Total Return0–2

16.5%

Total Ret.

36.0%

26.3%

CAGR

60.1%

Income1–2

2.0%

Yield

4.2%

$16

Income

$35

0.40

Steadiness

0.83

Principal / NAVeven

15.2%

NAV

31.9%

-6.3%

Max DD

-8.2%

Risk3–1

9.7

Risk-Adj.

7.9

4.89

Sortino

4.42

9.7%

Volatility

21.8%

2.0

Safety

2.0

Holdings overlap

0% overlap

Dividend Growth Foundation only

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

Shared

No shared holdings

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%AMLP 6%

The risk-first read

Dividend Growth Foundation takes it on risk-adjusted return (9.7 vs 7.9), winning 6 of the 11 head-to-head stats. Safe High Income 755's one edge is a higher 4.2% yield — 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 Oct 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.