Core Portfolio 701 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

Core Portfolio 701

Medium riskMedium reward

7.4%

yield · $62/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)

Core Portfolio 701Diversified Income 120Distributions reinvested · hypothetical, fixed weights

Total Return0–2

20.1%

Total Ret.

22.3%

12.2%

CAGR

13.4%

Income3–0

7.4%

Yield

6.7%

$62

Income

$56

1.20

Steadiness

1.28

Principal / NAVeven

4.5%

NAV

6.6%

-8.1%

Max DD

-8.3%

Risk0–4

3.7

Risk-Adj.

4.5

2.21

Sortino

2.48

7.9%

Volatility

7.9%

2.3

Safety

2.2

Holdings overlap

74% overlap

Core Portfolio 701 only

CAIBX 10%BIZD 8%SGOV 8%

Shared

FPE 10%AMLP 10%ANCFX 10%XPAY 10%BKLN 10%QDVO 9%VRP 8%BIL 8%

Diversified Income 120 only

AMRFX 10%

The risk-first read

Diversified Income 120 wins. Core Portfolio 701 dangles a bigger 7.4% headline yield, but after NAV erosion its total return (20.1%) trails Diversified Income 120's 22.3% — and at a higher risk tier (2.3 vs 2.2). The classic yield trap.

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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.