Diversified Income 120 vs Yield 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

Diversified Income 120

Medium riskMedium reward

6.7%

yield · $56/mo per $10k

WinnerYield Maximizer

High riskMedium reward

10.1%

yield · $84/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Diversified Income 120Yield MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return0–2

22.3%

Total Ret.

30.8%

13.4%

CAGR

18.3%

Income0–3

6.7%

Yield

10.1%

$56

Income

$84

1.28

Steadiness

0.58

Principal / NAVeven

6.6%

NAV

11.4%

-8.3%

Max DD

-13.4%

Risk3–1

4.5

Risk-Adj.

4.8

2.48

Sortino

2.11

7.9%

Volatility

12.1%

2.2

Safety

3.6

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

Yield Maximizer only

JEPQ 25%QQQI 20%SPYI 20%O 15%MAIN 10%EPD 10%

The risk-first read

Yield Maximizer takes it on risk-adjusted return (4.8 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.

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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.