Rising Income 177 vs Test Aaron

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

Test Aaron

High riskMedium reward

7.7%

yield · $64/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Rising Income 177Test AaronDistributions reinvested · hypothetical, fixed weights

Total Return2–0

22.4%

Total Ret.

22.3%

12.0%

CAGR

11.9%

Income0–3

6.0%

Yield

7.7%

$50

Income

$64

0.67

Steadiness

0.35

Principal / NAV2–0

8.5%

NAV

6.8%

-6.7%

Max DD

-11.4%

Risk4–0

5.0

Risk-Adj.

3.9

2.20

Sortino

1.62

7.6%

Volatility

10.4%

2.2

Safety

3.6

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

Test Aaron only

JEPI 40%QQQH 40%SCHD 20%

The risk-first read

Rising Income 177 wins. Test Aaron dangles a bigger 7.7% headline yield, but after NAV erosion its total return (22.3%) trails Rising Income 177's 22.4% — and at a higher risk tier (3.6 vs 2.2). The classic yield trap.

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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.