Rising Income 177 vs Risk Seeker 696

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 696

Medium riskHigh reward

16.5%

yield · $138/mo per $10k

Risk Seeker 696 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Rising Income 177Risk Seeker 696Distributions reinvested · hypothetical, fixed weights

Total Return0–2

21.2%

Total Ret.

42.7%

12.8%

CAGR

25.0%

Income1–2

6.0%

Yield

16.5%

$50

Income

$138

0.68

Steadiness

1.70

Principal / NAV2–0

8.6%

NAV

6.9%

-6.7%

Max DD

-13.2%

Riskeven

5.0

Risk-Adj.

8.7

2.30

Sortino

2.78

7.7%

Volatility

13.6%

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 696 only

XPAY 20%ANCFX 20%CAIBX 20%GOOY 20%AMECX 20%

The risk-first read

Risk Seeker 696 takes it on risk-adjusted return (8.7 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.

Get one battle like this in your inbox every week

The Dividend Brief — free, risk-first, 2-min read.

Run your own matchups

Filter 30 portfolios by risk and reward and let the data crown a champion.

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.