Quality Yield 813 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

Quality Yield 813

Medium riskLow reward

4.8%

yield · $40/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)

Quality Yield 813Safe High Income 755Distributions reinvested · hypothetical, fixed weights

Total Return0–2

20.5%

Total Ret.

36.0%

33.0%

CAGR

60.1%

Income2–1

4.8%

Yield

4.2%

$40

Income

$35

1.04

Steadiness

0.83

Principal / NAV0–2

16.1%

NAV

31.9%

-12.5%

Max DD

-8.2%

Riskeven

10.8

Risk-Adj.

7.9

2.83

Sortino

4.42

15.5%

Volatility

21.8%

2.3

Safety

2.0

Holdings overlap

45% overlap

Quality Yield 813 only

FPE 12%

Shared

ING 16%DEO 15%NVS 15%VALE 15%UBS 15%AMLP 11%

Safe High Income 755 only

SGOV 15%BIL 14%NBIL 11%MPW 8%PFE 8%

The risk-first read

Quality Yield 813 takes it on risk-adjusted return (10.8 vs 7.9), winning 7 of the 11 head-to-head stats. Safe High Income 755's one edge is a lower 2.0 risk tier — 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.