Diversified Income 120 vs Global Conservative

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

WinnerGlobal Conservative

Low riskLow reward

2.6%

yield · $22/mo per $10k

Global Conservative wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Diversified Income 120Global ConservativeDistributions reinvested · hypothetical, fixed weights

Total Return0–2

22.3%

Total Ret.

39.5%

13.4%

CAGR

23.2%

Income2–1

6.7%

Yield

2.6%

$56

Income

$22

1.28

Steadiness

0.55

Principal / NAVeven

6.6%

NAV

31.9%

-8.3%

Max DD

-9.0%

Riskeven

4.5

Risk-Adj.

13.9

2.48

Sortino

2.47

7.9%

Volatility

12.4%

2.2

Safety

1.8

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

Global Conservative only

SCHD 30%VYM 25%VYMI 25%IDV 20%

The risk-first read

Global Conservative wins. Diversified Income 120 dangles a bigger 6.7% headline yield, but after NAV erosion its total return (22.3%) trails Global Conservative's 39.5% — and at a higher risk tier (2.2 vs 1.8). 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.