Diversified Income 402 vs Rising Income 177

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

Compared over their common history since Aug 2024.

Judge on

Window

WinnerDiversified Income 402

High riskHigh reward

15.1%

yield · $126/mo per $10k

Rising Income 177

Medium riskMedium reward

6.0%

yield · $50/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Diversified Income 402Rising Income 177Distributions reinvested · hypothetical, fixed weights

Total Return2–0

40.0%

Total Ret.

22.4%

20.7%

CAGR

12.0%

Income2–1

15.1%

Yield

6.0%

$126

Income

$50

0.72

Steadiness

0.67

Principal / NAV0–2

6.6%

NAV

8.5%

-19.4%

Max DD

-6.7%

Risk1–3

5.7

Risk-Adj.

5.0

1.83

Sortino

2.20

17.3%

Volatility

7.6%

3.5

Safety

2.2

Holdings overlap

13% overlap

Diversified Income 402 only

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

Shared

AMLP 8%BIL 5%

Rising Income 177 only

QDVO 13%SDIV 13%BKLN 10%CGCP 10%DHS 10%DIV 10%AMRFX 10%

The risk-first read

Diversified Income 402 takes it on risk-adjusted return (5.7 vs 5.0), winning 6 of the 11 head-to-head stats. Rising Income 177'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 Aug 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.