Diversified Income 120 vs Quality Yield 813

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

WinnerQuality Yield 813

Medium riskLow reward

4.8%

yield · $40/mo per $10k

Quality Yield 813 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Diversified Income 120Quality Yield 813Distributions reinvested · hypothetical, fixed weights

Total Return0–2

22.3%

Total Ret.

39.0%

13.4%

CAGR

22.9%

Income2–1

6.7%

Yield

4.8%

$56

Income

$40

1.28

Steadiness

1.10

Principal / NAVeven

6.6%

NAV

27.6%

-8.3%

Max DD

-12.5%

Risk3–1

4.5

Risk-Adj.

10.5

2.48

Sortino

1.98

7.9%

Volatility

16.4%

2.2

Safety

2.3

Holdings overlap

20% overlap

Diversified Income 120 only

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

Shared

FPE 10%AMLP 10%

Quality Yield 813 only

ING 16%DEO 15%NVS 15%VALE 15%UBS 15%

The risk-first read

Quality Yield 813 wins. Diversified Income 120 dangles a bigger 6.7% headline yield, but after NAV erosion its total return (22.3%) trails Quality Yield 813's 39.0% — and at a higher risk tier (2.2 vs 2.3). 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.