Diversified Income 402 vs Growth Focused 703

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 402

High riskHigh reward

15.1%

yield · $126/mo per $10k

WinnerGrowth Focused 703

Medium riskHigh reward

13.0%

yield · $108/mo per $10k

Growth Focused 703 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Diversified Income 402Growth Focused 703Distributions reinvested · hypothetical, fixed weights

Total Return0–2

35.7%

Total Ret.

39.2%

21.1%

CAGR

23.0%

Income3–0

15.1%

Yield

13.0%

$126

Income

$108

0.70

Steadiness

2.16

Principal / NAV0–2

6.9%

NAV

8.0%

-19.4%

Max DD

-11.8%

Risk0–4

5.7

Risk-Adj.

8.2

1.91

Sortino

2.71

16.9%

Volatility

12.6%

3.5

Safety

2.3

Holdings overlap

0% overlap

Diversified Income 402 only

BIZD 10%NVDL 10%TSLY 10%SRLN 10%GPIQ 8%QQQI 8%SPYI 8%JEPQ 8%QYLD 8%AMLP 8%FPE 8%BIL 5%

Shared

No shared holdings

Growth Focused 703 only

ANCFX 20%CAIBX 20%XPAY 15%GOOY 15%AMECX 15%AMEFX 15%

The risk-first read

Growth Focused 703 wins. Diversified Income 402 dangles a bigger 15.1% headline yield, but after NAV erosion its total return (35.7%) trails Growth Focused 703's 39.2% — and at a higher risk tier (3.5 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.