Risk Seeker 418 vs Safe High Income 755

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

Compared over their common history since Oct 2025.

Judge on

Window

Risk Seeker 418

Medium riskHigh reward

13.5%

yield · $112/mo per $10k

WinnerSafe High Income 755

Low riskLow reward

4.2%

yield · $35/mo per $10k

Safe High Income 755 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Risk Seeker 418Safe High Income 755Distributions reinvested · hypothetical, fixed weights

Total Return0–2

17.8%

Total Ret.

36.0%

28.5%

CAGR

60.1%

Income2–1

13.5%

Yield

4.2%

$112

Income

$35

2.45

Steadiness

0.83

Principal / NAVeven

5.2%

NAV

31.9%

-7.9%

Max DD

-8.2%

Riskeven

7.6

Risk-Adj.

7.9

4.60

Sortino

4.42

10.6%

Volatility

21.8%

2.6

Safety

2.0

Holdings overlap

0% overlap

Risk Seeker 418 only

XPAY 15%GOOY 15%AMECX 15%AMEFX 15%ANCFX 13%CAIBX 13%DIVO 13%

Shared

No shared holdings

Safe High Income 755 only

SGOV 15%BIL 14%NBIL 11%ING 8%DEO 8%NVS 8%VALE 8%UBS 8%MPW 8%PFE 8%AMLP 6%

The risk-first read

Safe High Income 755 wins. Risk Seeker 418 dangles a bigger 13.5% headline yield, but after NAV erosion its total return (17.8%) trails Safe High Income 755's 36.0% — and at a higher risk tier (2.6 vs 2.0). The classic yield trap.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Oct 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.