Safe High Income 755 vs The Middle Path 269

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

Compared over their common history since Jan 2026.

Judge on

Window

WinnerSafe High Income 755

Low riskLow reward

4.2%

yield · $35/mo per $10k

The Middle Path 269

Medium riskLow reward

3.4%

yield · $29/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 755The Middle Path 269Distributions reinvested · hypothetical, fixed weights

Total Return2–0

31.0%

Total Ret.

5.7%

109.5%

CAGR

16.5%

Income2–1

4.2%

Yield

3.4%

$35

Income

$29

0.89

Steadiness

0.76

Principal / NAVeven

28.8%

NAV

4.5%

-6.5%

Max DD

-4.0%

Risk3–1

7.9

Risk-Adj.

5.1

7.42

Sortino

3.30

23.5%

Volatility

8.5%

2.0

Safety

2.5

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

The Middle Path 269 only

FDL 13%SCHH 13%BKLN 13%CGCP 13%IDV 13%JAAA 13%VNQ 12%IYR 12%

The risk-first read

Safe High Income 755 wins the risk-adjusted call: 31.0% total return at a meaningfully lower risk tier (2.0 vs 2.5). You're paid more per unit of risk — and The Middle Path 269's extra tier exposure isn't buying enough return to justify it.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Jan 2026 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.