Battle Arena

Diversified Income 402 vs The Middle Path 859

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
Diversified Income 402
High riskHigh reward

15.1%

yield · $126/mo per $10k

WinnerThe Middle Path 859
High riskHigh reward

15.1%

yield · $126/mo per $10k

The Middle Path 859 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Diversified Income 402The Middle Path 859Distributions reinvested · hypothetical, fixed weights
Total Return0–2
73.3%
Total Ret.
74.9%
26.4%
CAGR
26.9%
Income1–2
15.1%
Yield
15.1%
$126
Income
$126
0.68
Steadiness
0.73
Principal / NAVeven
22.3%
NAV
23.6%
-19.4%
Max DD
-19.4%
Risk1–2
5.7
Risk-Adj.
5.7
2.30
Sortino
2.31
17.4%
Volatility
17.7%
3.5
Safety
3.5

Holdings overlap

92% overlap

Diversified Income 402 only

QYLD 8%

Shared

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

The Middle Path 859 only

—

The risk-first read

The Middle Path 859 takes it on risk-adjusted return (5.7 vs 5.7), winning 7 of the 11 head-to-head stats. Diversified Income 402's one edge is a lower 3.5 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 Jan 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.