Diversified Income 120 vs Safe High Income 755

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Oct 2025.

Judge on

Window

Diversified Income 120

Medium riskMedium reward

6.7%

yield · $56/mo per $10k

WinnerSafe High Income 755

Low riskLow reward

4.2%

yield · $35/mo per $10k

Safe High Income 755 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Diversified Income 120Safe High Income 755Distributions reinvested · hypothetical, fixed weights

Total Return0–2

10.2%

Total Ret.

36.0%

16.0%

CAGR

60.1%

Income2–1

6.7%

Yield

4.2%

$56

Income

$35

1.41

Steadiness

0.83

Principal / NAVeven

4.1%

NAV

31.9%

-4.0%

Max DD

-8.2%

Riskeven

4.5

Risk-Adj.

7.9

5.45

Sortino

4.42

5.7%

Volatility

21.8%

2.2

Safety

2.0

Holdings overlap

20% overlap

Diversified Income 120 only

QDVO 13%VRP 12%FPE 10%AMRFX 10%ANCFX 10%XPAY 10%BKLN 10%

Shared

BIL 15%AMLP 10%

Safe High Income 755 only

SGOV 15%NBIL 11%ING 8%DEO 8%NVS 8%VALE 8%UBS 8%MPW 8%PFE 8%

The risk-first read

Safe High Income 755 wins. Diversified Income 120 dangles a bigger 6.7% headline yield, but after NAV erosion its total return (10.2%) trails Safe High Income 755's 36.0% — 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 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.