Rising Income 177 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

Rising Income 177

Medium riskMedium reward

6.0%

yield · $50/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)

Rising Income 177Safe High Income 755Distributions reinvested · hypothetical, fixed weights

Total Return0–2

11.0%

Total Ret.

36.0%

17.3%

CAGR

60.1%

Income3–0

6.0%

Yield

4.2%

$50

Income

$35

0.78

Steadiness

0.83

Principal / NAVeven

6.1%

NAV

31.9%

-3.0%

Max DD

-8.2%

Riskeven

5.0

Risk-Adj.

7.9

6.43

Sortino

4.42

5.2%

Volatility

21.8%

2.2

Safety

2.0

Holdings overlap

20% overlap

Rising Income 177 only

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

Shared

BIL 15%AMLP 10%

Safe High Income 755 only

SGOV 15%NBIL 11%ING 8%DEO 8%NVS 8%VALE 8%UBS 8%MPW 8%PFE 8%

The risk-first read

Safe High Income 755 wins. Rising Income 177 dangles a bigger 6.0% headline yield, but after NAV erosion its total return (11.0%) trails Safe High Income 755's 36.0% — and at a higher risk tier (2.2 vs 2.0). The classic yield trap.

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 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.