Battle Arena

Retirement Fortress 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
Retirement Fortress
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)

Retirement FortressSafe High Income 755Distributions reinvested · hypothetical, fixed weights
Total Return0–2
18.2%
Total Ret.
36.0%
29.1%
CAGR
60.1%
Income1–2
2.4%
Yield
4.2%
$20
Income
$35
0.47
Steadiness
0.83
Principal / NAVeven
16.5%
NAV
31.9%
-5.6%
Max DD
-8.2%
Risk4–0
10.8
Risk-Adj.
7.9
5.60
Sortino
4.42
9.6%
Volatility
21.8%
1.9
Safety
2.0

Holdings overlap

0% overlap

Retirement Fortress only

SCHD 30%VYM 25%DGRO 20%VIG 15%DVY 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

Retirement Fortress takes it on risk-adjusted return (10.8 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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Run your own matchups

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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.