Battle Arena

Safe High Income 755 vs The Middle Path 859

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

The Middle Path 859
High riskHigh reward

15.1%

yield · $126/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 859Distributions reinvested · hypothetical, fixed weights
Total Return2–0
36.0%
Total Ret.
14.5%
60.1%
CAGR
23.0%
Income1–2
4.2%
Yield
15.1%
$35
Income
$126
0.83
Steadiness
0.83
Principal / NAVeven
31.9%
NAV
4.6%
-8.2%
Max DD
-7.6%
Risk3–1
7.9
Risk-Adj.
5.7
4.42
Sortino
3.08
21.8%
Volatility
12.7%
2.0
Safety
3.5

Holdings overlap

11% overlap

Safe High Income 755 only

SGOV 15%NBIL 11%ING 8%DEO 8%NVS 8%VALE 8%UBS 8%MPW 8%PFE 8%

Shared

BIL 14%AMLP 6%

The Middle Path 859 only

GPIQ 10%BIZD 10%QQQI 10%NVDL 10%TSLY 10%SRLN 10%SPYI 10%JEPQ 10%FPE 8%

The risk-first read

Safe High Income 755 wins. The Middle Path 859 dangles a bigger 15.1% headline yield, but after NAV erosion its total return (14.5%) trails Safe High Income 755's 36.0% — and at a higher risk tier (3.5 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.