Battle Arena

Diversified Income 402 vs Safe High Income 755

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

Compared over their common history since Oct 2025.

Judge on
Window
Diversified Income 402
High riskHigh reward

15.1%

yield · $126/mo per $10k

WinnerSafe High Income 755
Low riskLow reward

4.2%

yield · $35/mo per $10k

Safe High Income 755 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Diversified Income 402Safe High Income 755Distributions reinvested · hypothetical, fixed weights
Total Return0–2
14.4%
Total Ret.
36.0%
22.8%
CAGR
60.1%
Income3–0
15.1%
Yield
4.2%
$126
Income
$35
0.78
Steadiness
0.83
Principal / NAVeven
4.5%
NAV
31.9%
-7.3%
Max DD
-8.2%
Risk1–3
5.7
Risk-Adj.
7.9
3.18
Sortino
4.42
12.2%
Volatility
21.8%
3.5
Safety
2.0

Holdings overlap

11% 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%

Safe High Income 755 only

SGOV 15%NBIL 11%ING 8%DEO 8%NVS 8%VALE 8%UBS 8%MPW 8%PFE 8%

The risk-first read

Safe High Income 755 wins. Diversified Income 402 dangles a bigger 15.1% headline yield, but after NAV erosion its total return (14.4%) trails Safe High Income 755's 36.0% — and at a higher risk tier (3.5 vs 2.0). The classic yield trap.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Oct 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.