Conservative Boost 978 vs Diversified Income 120

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

Compared over their common history since Oct 2024.

Judge on

Window

Conservative Boost 978

Medium riskLow reward

5.2%

yield · $43/mo per $10k

WinnerDiversified Income 120

Medium riskMedium reward

6.7%

yield · $56/mo per $10k

Diversified Income 120 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Conservative Boost 978Diversified Income 120Distributions reinvested · hypothetical, fixed weights

Total Return0–2

19.1%

Total Ret.

22.3%

11.6%

CAGR

13.4%

Income1–2

5.2%

Yield

6.7%

$43

Income

$56

0.75

Steadiness

1.28

Principal / NAV2–0

8.7%

NAV

6.6%

-4.7%

Max DD

-8.3%

Risk3–1

4.9

Risk-Adj.

4.5

2.29

Sortino

2.48

7.1%

Volatility

7.9%

2.1

Safety

2.2

Holdings overlap

30% overlap

Conservative Boost 978 only

CGCP 14%DHS 14%DIV 14%DWX 14%

Shared

FPE 15%AMLP 14%BKLN 14%

Diversified Income 120 only

BIL 15%QDVO 13%VRP 12%AMRFX 10%ANCFX 10%XPAY 10%

The risk-first read

Conservative Boost 978 takes it on risk-adjusted return (4.9 vs 4.5), winning 6 of the 11 head-to-head stats. Diversified Income 120's one edge is a higher 6.7% 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 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.