Diversified Income 120 vs Growth Focused 703

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

WinnerGrowth Focused 703

Medium riskHigh reward

13.0%

yield · $109/mo per $10k

Growth Focused 703 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Diversified Income 120Growth Focused 703Distributions reinvested · hypothetical, fixed weights

Total Return0–2

22.3%

Total Ret.

39.2%

13.4%

CAGR

23.0%

Income1–2

6.7%

Yield

13.0%

$56

Income

$109

1.28

Steadiness

2.16

Principal / NAVeven

6.6%

NAV

8.0%

-8.3%

Max DD

-11.8%

Riskeven

4.5

Risk-Adj.

8.3

2.48

Sortino

2.71

7.9%

Volatility

12.6%

2.2

Safety

2.3

Holdings overlap

20% overlap

Diversified Income 120 only

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

Shared

ANCFX 10%XPAY 10%

Growth Focused 703 only

CAIBX 20%GOOY 15%AMECX 15%AMEFX 15%

The risk-first read

Growth Focused 703 takes it on risk-adjusted return (8.3 vs 4.5), winning 7 of the 11 head-to-head stats. Diversified Income 120's one edge is a lower 2.2 risk tier — worth it only if that's specifically what you're after.

Get one battle like this in your inbox every week

The Dividend Brief — free, risk-first, 2-min read.

Run your own matchups

Filter 30 portfolios by risk and reward and let the data crown a champion.

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.