Diversified Income 120 vs Dividend Growth Foundation

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

Diversified Income 120

Medium riskMedium reward

6.7%

yield · $56/mo per $10k

WinnerDividend Growth Foundation

Low riskLow reward

2.0%

yield · $16/mo per $10k

Dividend Growth Foundation wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Diversified Income 120Dividend Growth FoundationDistributions reinvested · hypothetical, fixed weights

Total Return0–2

22.3%

Total Ret.

25.3%

13.4%

CAGR

15.2%

Income2–1

6.7%

Yield

2.0%

$56

Income

$16

1.28

Steadiness

0.38

Principal / NAVeven

6.6%

NAV

21.1%

-8.3%

Max DD

-13.0%

Riskeven

4.5

Risk-Adj.

9.4

2.48

Sortino

1.66

7.9%

Volatility

13.1%

2.2

Safety

2.0

Holdings overlap

0% overlap

Diversified Income 120 only

BIL 15%QDVO 13%VRP 12%FPE 10%AMLP 10%AMRFX 10%ANCFX 10%XPAY 10%BKLN 10%

Shared

No shared holdings

Dividend Growth Foundation only

VIG 35%DGRO 30%SCHD 25%RDVY 10%

The risk-first read

Dividend Growth Foundation wins. Diversified Income 120 dangles a bigger 6.7% headline yield, but after NAV erosion its total return (22.3%) trails Dividend Growth Foundation's 25.3% — and at a higher risk tier (2.2 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 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.