Safe High Income 755 vs Sharpe Maximizer

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

WinnerSafe High Income 755

Low riskLow reward

4.2%

yield · $35/mo per $10k

Sharpe Maximizer

Low riskLow reward

3.8%

yield · $31/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Safe High Income 755Sharpe MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return2–0

36.0%

Total Ret.

8.7%

60.1%

CAGR

13.5%

Income2–1

4.2%

Yield

3.8%

$35

Income

$31

0.83

Steadiness

0.57

Principal / NAVeven

31.9%

NAV

2.2%

-8.2%

Max DD

-7.9%

Risk1–3

7.9

Risk-Adj.

11.6

4.42

Sortino

1.50

21.8%

Volatility

12.4%

2.0

Safety

1.9

Holdings overlap

0% overlap

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%

Shared

No shared holdings

Sharpe Maximizer only

SCHD 35%VIG 30%DGRO 20%HDV 15%

The risk-first read

Sharpe Maximizer takes it on risk-adjusted return (11.6 vs 7.9), winning 6 of the 11 head-to-head stats. Safe High Income 755's one edge is a higher 4.2% yield — 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 Oct 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.