Battle Arena

Rising Income 177 vs Yield 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
Rising Income 177
Medium riskMedium reward

6.0%

yield · $50/mo per $10k

WinnerYield Maximizer
High riskMedium reward

10.2%

yield · $85/mo per $10k

Yield Maximizer wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Rising Income 177Yield MaximizerDistributions reinvested · hypothetical, fixed weights
Total Return0–2
22.4%
Total Ret.
33.5%
12.0%
CAGR
17.5%
Income0–3
6.0%
Yield
10.2%
$50
Income
$85
0.67
Steadiness
0.57
Principal / NAVeven
8.5%
NAV
11.2%
-6.7%
Max DD
-13.4%
Risk4–0
5.0
Risk-Adj.
4.7
2.20
Sortino
2.05
7.6%
Volatility
12.0%
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

Yield Maximizer only

JEPQ 25%QQQI 20%SPYI 20%O 15%MAIN 10%EPD 10%

The risk-first read

Rising Income 177 wins the risk-adjusted call: 22.4% total return at a meaningfully lower risk tier (2.2 vs 3.6). You're paid more per unit of risk — and Yield Maximizer's extra tier exposure isn't buying enough return to justify it.

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Run your own matchups

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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.