Quality Yield 813 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

WinnerQuality Yield 813

Medium riskLow reward

4.8%

yield · $40/mo per $10k

Rising Income 177

Medium riskMedium reward

6.0%

yield · $50/mo per $10k

Quality Yield 813 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Quality Yield 813Rising Income 177Distributions reinvested · hypothetical, fixed weights

Total Return2–0

35.6%

Total Ret.

22.4%

18.6%

CAGR

12.0%

Income0–3

4.8%

Yield

6.0%

$40

Income

$50

1.13

Steadiness

0.67

Principal / NAVeven

24.0%

NAV

8.5%

-12.5%

Max DD

-6.7%

Risk1–3

10.8

Risk-Adj.

5.0

1.65

Sortino

2.20

16.2%

Volatility

7.6%

2.3

Safety

2.2

Holdings overlap

10% overlap

Quality Yield 813 only

ING 16%DEO 15%NVS 15%VALE 15%UBS 15%FPE 12%

Shared

AMLP 11%

Rising Income 177 only

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

The risk-first read

Quality Yield 813 wins. Rising Income 177 dangles a bigger 6.0% headline yield, but after NAV erosion its total return (22.4%) trails Quality Yield 813's 35.6% — and at a higher risk tier (2.2 vs 2.3). 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.