All-Weather 692 vs Diversified Income 402

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

WinnerAll-Weather 692

High riskLow reward

2.7%

yield · $23/mo per $10k

Diversified Income 402

High riskHigh reward

15.1%

yield · $126/mo per $10k

All-Weather 692 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

All-Weather 692Diversified Income 402Distributions reinvested · hypothetical, fixed weights

Total Return2–0

16.2%

Total Ret.

6.8%

50.8%

CAGR

19.9%

Income0–3

2.7%

Yield

15.1%

$23

Income

$126

1.47

Steadiness

0.81

Principal / NAVeven

49.0%

NAV

2.0%

-12.2%

Max DD

-7.3%

Risk0–4

5.0

Risk-Adj.

5.7

2.30

Sortino

2.98

42.2%

Volatility

12.8%

3.9

Safety

3.5

Holdings overlap

0% overlap

All-Weather 692 only

CSHI 10%TSLL 9%XMAG 9%FDL 9%SCHH 8%VNQ 8%ORCX 8%CONL 8%MAGX 8%BKLN 8%CGCP 8%IRE 8%

Shared

No shared holdings

Diversified Income 402 only

BIZD 10%NVDL 10%TSLY 10%SRLN 10%GPIQ 8%QQQI 8%SPYI 8%JEPQ 8%QYLD 8%AMLP 8%FPE 8%BIL 5%

The risk-first read

Diversified Income 402 wins on both fronts: more monthly income ($126 vs $23 per $10k) and a better risk-adjusted return — without taking on more tier risk. A clean pick.

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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.