Rising Income 177 vs Sharpe Maximizer

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

Compared over their common history since Aug 2024.

Judge on

Window

WinnerRising Income 177

Medium riskMedium reward

6.0%

yield · $50/mo per $10k

Sharpe Maximizer

Low riskLow reward

3.8%

yield · $31/mo per $10k

Rising Income 177 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Rising Income 177Sharpe MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return2–0

22.4%

Total Ret.

15.8%

12.0%

CAGR

8.6%

Income2–1

6.0%

Yield

3.8%

$50

Income

$31

0.67

Steadiness

0.59

Principal / NAV2–0

8.5%

NAV

5.8%

-6.7%

Max DD

-11.9%

Riskeven

5.0

Risk-Adj.

11.6

2.20

Sortino

0.92

7.6%

Volatility

13.1%

2.2

Safety

1.9

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

Sharpe Maximizer only

SCHD 35%VIG 30%DGRO 20%HDV 15%

The risk-first read

Sharpe Maximizer takes it on risk-adjusted return (11.6 vs 5.0), winning 8 of the 11 head-to-head stats. Rising Income 177's one edge is a higher 6.0% yield — 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 Aug 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.