Diversified Income 120 vs Sharpe Maximizer

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

Sharpe Maximizer

Low riskLow reward

3.8%

yield · $31/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Diversified Income 120Sharpe MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return2–0

22.3%

Total Ret.

14.3%

13.4%

CAGR

8.7%

Income2–1

6.7%

Yield

3.8%

$56

Income

$31

1.28

Steadiness

0.51

Principal / NAV2–0

6.6%

NAV

5.0%

-8.3%

Max DD

-11.9%

Riskeven

4.5

Risk-Adj.

11.3

2.48

Sortino

0.92

7.9%

Volatility

13.4%

2.2

Safety

1.9

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

Sharpe Maximizer only

SCHD 35%VIG 30%DGRO 20%HDV 15%

The risk-first read

Sharpe Maximizer takes it on risk-adjusted return (11.3 vs 4.5), winning 8 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.