Rising Income 177 vs Risk Seeker 418

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Oct 2024.

Judge on

Window

Rising Income 177

Medium riskMedium reward

6.0%

yield · $50/mo per $10k

WinnerRisk Seeker 418

Medium riskHigh reward

13.5%

yield · $112/mo per $10k

Risk Seeker 418 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Rising Income 177Risk Seeker 418Distributions reinvested · hypothetical, fixed weights

Total Return0–2

21.2%

Total Ret.

37.9%

12.8%

CAGR

22.3%

Income1–2

6.0%

Yield

13.5%

$50

Income

$112

0.68

Steadiness

1.95

Principal / NAV2–0

8.6%

NAV

7.7%

-6.7%

Max DD

-11.6%

Riskeven

5.0

Risk-Adj.

7.6

2.30

Sortino

2.72

7.7%

Volatility

12.3%

2.2

Safety

2.6

Holdings overlap

0% overlap

Rising Income 177 only

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

Shared

No shared holdings

Risk Seeker 418 only

XPAY 15%GOOY 15%AMECX 15%AMEFX 15%ANCFX 13%CAIBX 13%DIVO 13%

The risk-first read

Risk Seeker 418 takes it on risk-adjusted return (7.6 vs 5.0), winning 6 of the 11 head-to-head stats. Rising Income 177's one edge is a lower 2.2 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 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.