Growth & Income Harmony 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

Growth & Income Harmony

Low riskLow reward

2.4%

yield · $20/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)

Growth & Income HarmonySafe High Income 755Distributions reinvested · hypothetical, fixed weights

Total Return0–2

13.7%

Total Ret.

36.0%

21.7%

CAGR

60.1%

Income1–2

2.4%

Yield

4.2%

$20

Income

$35

0.79

Steadiness

0.83

Principal / NAVeven

12.0%

NAV

31.9%

-6.5%

Max DD

-8.2%

Risk3–1

8.3

Risk-Adj.

7.9

3.86

Sortino

4.42

10.3%

Volatility

21.8%

1.9

Safety

2.0

Holdings overlap

0% overlap

Growth & Income Harmony only

VIG 25%SCHD 25%DGRW 20%O 15%JPM 15%

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

Growth & Income Harmony takes it on risk-adjusted return (8.3 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.

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