Battle Arena

Diversified Income 402 vs Quality Yield 813

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

Compared over their common history since Jan 2024.

Judge on
Window
WinnerDiversified Income 402
High riskHigh reward

15.1%

yield · $126/mo per $10k

Quality Yield 813
Medium riskLow reward

4.8%

yield · $40/mo per $10k

Diversified Income 402 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Diversified Income 402Quality Yield 813Distributions reinvested · hypothetical, fixed weights
Total Return2–0
73.3%
Total Ret.
47.8%
26.4%
CAGR
18.1%
Income3–0
15.1%
Yield
4.8%
$126
Income
$40
0.68
Steadiness
1.10
Principal / NAV0–2
22.3%
NAV
29.1%
-19.4%
Max DD
-12.5%
Risk1–3
5.7
Risk-Adj.
10.8
2.30
Sortino
1.67
17.4%
Volatility
15.5%
3.5
Safety
2.3

Holdings overlap

15% overlap

Diversified Income 402 only

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

Shared

AMLP 8%FPE 8%

Quality Yield 813 only

ING 16%DEO 15%NVS 15%VALE 15%UBS 15%

The risk-first read

Quality Yield 813 wins the risk-adjusted call: 47.8% total return at a meaningfully lower risk tier (2.3 vs 3.5). You're paid more per unit of risk — and Diversified Income 402's extra tier exposure isn't buying enough return to justify it.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Jan 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.