Diversified Income 120 vs Rising Income 177

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

WinnerDiversified Income 120

Medium riskMedium reward

6.7%

yield · $56/mo per $10k

Rising Income 177

Medium riskMedium reward

6.0%

yield · $50/mo per $10k

Diversified Income 120 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Diversified Income 120Rising Income 177Distributions reinvested · hypothetical, fixed weights

Total Return2–0

22.3%

Total Ret.

21.2%

13.4%

CAGR

12.8%

Income2–1

6.7%

Yield

6.0%

$56

Income

$50

1.28

Steadiness

0.68

Principal / NAV0–2

6.6%

NAV

8.6%

-8.3%

Max DD

-6.7%

Riskeven

4.5

Risk-Adj.

5.0

2.48

Sortino

2.30

7.9%

Volatility

7.7%

2.2

Safety

2.2

Holdings overlap

57% overlap

Diversified Income 120 only

VRP 12%FPE 10%ANCFX 10%XPAY 10%

Shared

BIL 15%QDVO 13%AMLP 10%AMRFX 10%BKLN 10%

Rising Income 177 only

SDIV 13%CGCP 10%DHS 10%DIV 10%

The risk-first read

Rising Income 177 takes it on risk-adjusted return (5.0 vs 4.5), winning 6 of the 11 head-to-head stats. Diversified Income 120's one edge is a higher 6.7% yield — worth it only if that's specifically what you're after.

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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.