Rising Income 177 vs The Middle Path 859

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

Rising Income 177

Medium riskMedium reward

6.0%

yield · $50/mo per $10k

WinnerThe Middle Path 859

High riskHigh reward

15.1%

yield · $126/mo per $10k

The Middle Path 859 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Rising Income 177The Middle Path 859Distributions reinvested · hypothetical, fixed weights

Total Return0–2

22.4%

Total Ret.

41.3%

12.0%

CAGR

21.3%

Income1–2

6.0%

Yield

15.1%

$50

Income

$126

0.67

Steadiness

0.76

Principal / NAV2–0

8.5%

NAV

7.6%

-6.7%

Max DD

-19.4%

Risk3–1

5.0

Risk-Adj.

5.7

2.20

Sortino

1.86

7.6%

Volatility

17.6%

2.2

Safety

3.5

Holdings overlap

13% overlap

Rising Income 177 only

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

Shared

BIL 15%AMLP 10%

The Middle Path 859 only

GPIQ 10%BIZD 10%QQQI 10%NVDL 10%TSLY 10%SRLN 10%SPYI 10%JEPQ 10%FPE 8%

The risk-first read

The Middle Path 859 takes it on risk-adjusted return (5.7 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.

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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.