Core Portfolio 701 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 Oct 2024.

Judge on

Window

Core Portfolio 701

Medium riskMedium reward

7.4%

yield · $62/mo per $10k

WinnerDiversified Income 402

High riskHigh reward

15.1%

yield · $126/mo per $10k

Diversified Income 402 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Core Portfolio 701Diversified Income 402Distributions reinvested · hypothetical, fixed weights

Total Return0–2

20.1%

Total Ret.

35.7%

12.2%

CAGR

21.1%

Income0–3

7.4%

Yield

15.1%

$62

Income

$126

1.20

Steadiness

0.70

Principal / NAVeven

4.5%

NAV

6.9%

-8.1%

Max DD

-19.4%

Risk3–1

3.7

Risk-Adj.

5.7

2.21

Sortino

1.91

7.9%

Volatility

16.9%

2.3

Safety

3.5

Holdings overlap

28% overlap

Core Portfolio 701 only

ANCFX 10%CAIBX 10%XPAY 10%BKLN 10%QDVO 9%VRP 8%SGOV 8%

Shared

FPE 10%AMLP 10%BIZD 8%BIL 8%

Diversified Income 402 only

NVDL 10%TSLY 10%SRLN 10%GPIQ 8%QQQI 8%SPYI 8%JEPQ 8%QYLD 8%

The risk-first read

Diversified Income 402 takes it on risk-adjusted return (5.7 vs 3.7), winning 7 of the 11 head-to-head stats. Core Portfolio 701's one edge is a lower 2.3 risk tier — worth it only if that's specifically what you're after.

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Run your own matchups

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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.