Battle Arena

Diversified Income 402 vs Yield Maximizer

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

Yield Maximizer
High riskMedium reward

10.2%

yield · $85/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Diversified Income 402Yield MaximizerDistributions reinvested · hypothetical, fixed weights
Total Return2–0
73.3%
Total Ret.
48.3%
26.4%
CAGR
18.3%
Income2–1
15.1%
Yield
10.2%
$126
Income
$85
0.68
Steadiness
0.59
Principal / NAVeven
22.3%
NAV
17.8%
-19.4%
Max DD
-13.4%
Riskeven
5.7
Risk-Adj.
4.7
2.30
Sortino
2.32
17.4%
Volatility
11.2%
3.5
Safety
3.6

Holdings overlap

24% overlap

Diversified Income 402 only

BIZD 10%NVDL 10%TSLY 10%SRLN 10%GPIQ 8%QYLD 8%AMLP 8%FPE 8%BIL 5%

Shared

QQQI 8%SPYI 8%JEPQ 8%

Yield Maximizer only

O 15%MAIN 10%EPD 10%

The risk-first read

Diversified Income 402 wins on both fronts: more monthly income ($126 vs $85 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.