Quality Yield 688 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 2025.

Judge on

Window

WinnerQuality Yield 688

Medium riskLow reward

4.1%

yield · $34/mo per $10k

Rising Income 177

Medium riskMedium reward

6.0%

yield · $50/mo per $10k

Quality Yield 688 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Quality Yield 688Rising Income 177Distributions reinvested · hypothetical, fixed weights

Total Return2–0

41.8%

Total Ret.

11.0%

70.5%

CAGR

17.3%

Income0–3

4.1%

Yield

6.0%

$34

Income

$50

1.17

Steadiness

0.78

Principal / NAVeven

37.1%

NAV

6.1%

-8.4%

Max DD

-3.0%

Riskeven

7.8

Risk-Adj.

5.0

5.84

Sortino

6.43

20.6%

Volatility

5.2%

2.2

Safety

2.2

Holdings overlap

15% overlap

Quality Yield 688 only

SGOV 15%ING 12%PFE 12%OHI 12%NWG 12%DOW 12%NBIL 11%

Shared

BIL 15%

Rising Income 177 only

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

The risk-first read

Quality Yield 688 wins. Rising Income 177 dangles a bigger 6.0% headline yield, but after NAV erosion its total return (11.0%) trails Quality Yield 688's 41.8% — and at a higher risk tier (2.2 vs 2.2). The classic yield trap.

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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.