Diversified Income 402 vs Test Aaron

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

Test Aaron

High riskMedium reward

7.7%

yield · $64/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Diversified Income 402Test AaronDistributions reinvested · hypothetical, fixed weights

Total Return2–0

73.3%

Total Ret.

28.6%

26.4%

CAGR

11.3%

Income2–1

15.1%

Yield

7.7%

$126

Income

$64

0.68

Steadiness

0.35

Principal / NAV0–2

22.3%

NAV

28.8%

-19.4%

Max DD

-11.4%

Risk3–1

5.7

Risk-Adj.

3.9

2.30

Sortino

1.59

17.4%

Volatility

10.1%

3.5

Safety

3.6

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

Test Aaron only

JEPI 40%QQQH 40%SCHD 20%

The risk-first read

Diversified Income 402 wins on both fronts: more monthly income ($126 vs $64 per $10k) and a better risk-adjusted return — without taking on more tier risk. A clean pick.

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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.