Safe High Income 755 vs Test Aaron

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

Test Aaron

High riskMedium reward

7.7%

yield · $64/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 755Test AaronDistributions reinvested · hypothetical, fixed weights

Total Return2–0

36.0%

Total Ret.

11.4%

60.1%

CAGR

17.9%

Income0–3

4.2%

Yield

7.7%

$35

Income

$64

0.83

Steadiness

0.38

Principal / NAVeven

31.9%

NAV

6.0%

-8.2%

Max DD

-5.3%

Risk3–1

7.9

Risk-Adj.

3.9

4.42

Sortino

4.30

21.8%

Volatility

7.3%

2.0

Safety

3.6

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

Test Aaron only

JEPI 40%QQQH 40%SCHD 20%

The risk-first read

Safe High Income 755 wins. Test Aaron dangles a bigger 7.7% headline yield, but after NAV erosion its total return (11.4%) trails Safe High Income 755's 36.0% — and at a higher risk tier (3.6 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.