Rising Income 177 vs The Middle Path 269

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

Compared over their common history since Jan 2026.

Judge on

Window

Rising Income 177

Medium riskMedium reward

6.0%

yield · $50/mo per $10k

WinnerThe Middle Path 269

Medium riskLow reward

3.4%

yield · $29/mo per $10k

The Middle Path 269 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Rising Income 177The Middle Path 269Distributions reinvested · hypothetical, fixed weights

Total Return0–2

4.5%

Total Ret.

5.7%

12.7%

CAGR

16.5%

Income3–0

6.0%

Yield

3.4%

$50

Income

$29

0.43

Steadiness

0.76

Principal / NAVeven

1.9%

NAV

4.5%

-3.0%

Max DD

-4.0%

Risk3–1

5.0

Risk-Adj.

5.1

3.92

Sortino

3.30

5.6%

Volatility

8.5%

2.2

Safety

2.5

Holdings overlap

20% overlap

Rising Income 177 only

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

Shared

BKLN 10%CGCP 10%

The Middle Path 269 only

FDL 13%SCHH 13%IDV 13%JAAA 13%VNQ 12%IYR 12%

The risk-first read

The Middle Path 269 wins. Rising Income 177 dangles a bigger 6.0% headline yield, but after NAV erosion its total return (4.5%) trails The Middle Path 269's 5.7% — and at a higher risk tier (2.2 vs 2.5). The classic yield trap.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Jan 2026 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.