Buffet Portfolio Dividend Growth SCHD/VONG/VGSH
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
SCHD Schwab US Dividend Equity ETF | Large Cap Growth Equities, Dividend | 80% |
VGSH Vanguard Short-Term Treasury ETF | Government Bonds | 10% |
VONG Vanguard Russell 1000 Growth ETF | Large Cap Blend Equities | 10% |
Performance
Performance Chart
Loading data...
The earliest data available for this chart is Oct 20, 2011, corresponding to the inception date of SCHD
Returns By Period
As of May 11, 2025, the Buffet Portfolio Dividend Growth SCHD/VONG/VGSH returned -4.31% Year-To-Date and 10.18% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.77% | 7.44% | -5.60% | 8.37% | 14.12% | 10.46% |
| Buffet Portfolio Dividend Growth SCHD/VONG/VGSH | -4.31% | 3.35% | -8.13% | 2.89% | 12.15% | 10.18% |
| Portfolio components: | ||||||
VONG Vanguard Russell 1000 Growth ETF | -6.49% | 9.03% | -5.73% | 11.99% | 17.00% | 15.36% |
SCHD Schwab US Dividend Equity ETF | -4.97% | 3.04% | -9.89% | 1.08% | 12.64% | 10.39% |
VGSH Vanguard Short-Term Treasury ETF | 1.97% | 0.20% | 2.56% | 5.69% | 1.16% | 1.48% |
Monthly Returns
The table below presents the monthly returns of Buffet Portfolio Dividend Growth SCHD/VONG/VGSH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.73% | 1.76% | -1.69% | -5.90% | -0.07% | -4.31% | |||||||
| 2024 | 0.39% | 2.11% | 3.92% | -4.07% | 2.31% | 0.77% | 4.92% | 2.19% | 1.05% | 0.06% | 4.38% | -5.20% | 13.04% |
| 2023 | 2.57% | -2.85% | 0.08% | -0.52% | -2.84% | 4.87% | 3.73% | -1.24% | -3.94% | -3.16% | 6.23% | 5.61% | 8.05% |
| 2022 | -3.12% | -1.99% | 2.63% | -4.54% | 2.98% | -7.21% | 4.35% | -2.74% | -7.02% | 9.51% | 6.03% | -3.48% | -6.01% |
| 2021 | -0.79% | 4.84% | 7.42% | 2.47% | 2.43% | -0.19% | 0.86% | 2.05% | -3.55% | 4.36% | -1.58% | 6.01% | 26.54% |
| 2020 | -1.14% | -8.04% | -10.25% | 11.56% | 3.67% | -0.08% | 5.03% | 5.16% | -2.52% | 0.00% | 11.56% | 2.90% | 16.56% |
| 2019 | 5.74% | 3.64% | 1.59% | 3.05% | -6.65% | 6.53% | 1.54% | -1.05% | 3.03% | 1.39% | 2.71% | 2.16% | 25.64% |
| 2018 | 4.31% | -4.78% | -2.16% | -0.89% | 1.92% | 0.65% | 3.93% | 2.42% | 1.04% | -5.61% | 2.82% | -7.21% | -4.31% |
| 2017 | -0.07% | 3.14% | 0.24% | 0.44% | 1.67% | -0.11% | 1.61% | 0.18% | 2.39% | 3.27% | 3.66% | 1.66% | 19.55% |
| 2016 | -2.34% | 0.61% | 5.79% | -0.23% | 1.30% | 2.34% | 2.77% | -0.33% | 0.19% | -1.49% | 2.79% | 1.95% | 13.89% |
| 2015 | -2.59% | 4.81% | -1.97% | 0.67% | 0.55% | -2.83% | 0.92% | -4.86% | -0.81% | 7.88% | 0.24% | -0.92% | 0.45% |
| 2014 | -3.84% | 3.61% | 1.46% | 1.45% | 1.39% | 1.29% | -1.52% | 3.18% | -0.30% | 1.84% | 2.74% | -0.87% | 10.66% |
Expense Ratio
Buffet Portfolio Dividend Growth SCHD/VONG/VGSH has an expense ratio of 0.06%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Buffet Portfolio Dividend Growth SCHD/VONG/VGSH is 15, meaning it’s performing worse than 85% of other portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VONG Vanguard Russell 1000 Growth ETF | 0.49 | 0.85 | 1.12 | 0.53 | 1.77 |
SCHD Schwab US Dividend Equity ETF | 0.08 | 0.32 | 1.04 | 0.15 | 0.49 |
VGSH Vanguard Short-Term Treasury ETF | 3.38 | 5.63 | 1.75 | 5.85 | 16.82 |
Loading data...
Dividends
Dividend yield
Buffet Portfolio Dividend Growth SCHD/VONG/VGSH provided a 3.71% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 3.71% | 3.39% | 3.20% | 2.93% | 2.35% | 2.78% | 2.71% | 2.75% | 2.33% | 2.54% | 2.60% | 2.29% |
| Portfolio components: | ||||||||||||
VONG Vanguard Russell 1000 Growth ETF | 0.57% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% |
SCHD Schwab US Dividend Equity ETF | 4.04% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
VGSH Vanguard Short-Term Treasury ETF | 4.18% | 4.19% | 3.32% | 1.15% | 0.66% | 1.75% | 2.28% | 1.79% | 1.10% | 0.84% | 0.71% | 0.46% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Buffet Portfolio Dividend Growth SCHD/VONG/VGSH. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Buffet Portfolio Dividend Growth SCHD/VONG/VGSH was 29.50%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current Buffet Portfolio Dividend Growth SCHD/VONG/VGSH drawdown is 9.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.5% | Feb 13, 2020 | 27 | Mar 23, 2020 | 97 | Aug 10, 2020 | 124 |
| -16.89% | Jan 5, 2022 | 186 | Sep 30, 2022 | 306 | Dec 19, 2023 | 492 |
| -15.7% | Sep 24, 2018 | 64 | Dec 24, 2018 | 66 | Apr 1, 2019 | 130 |
| -14.62% | Dec 2, 2024 | 87 | Apr 8, 2025 | — | — | — |
| -12.07% | Mar 3, 2015 | 123 | Aug 25, 2015 | 137 | Mar 11, 2016 | 260 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...
Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 3 assets, with an effective number of assets of 1.52, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | VGSH | VONG | SCHD | Portfolio | |
|---|---|---|---|---|---|
| ^GSPC | 1.00 | -0.14 | 0.94 | 0.85 | 0.89 |
| VGSH | -0.14 | 1.00 | -0.12 | -0.13 | -0.12 |
| VONG | 0.94 | -0.12 | 1.00 | 0.70 | 0.77 |
| SCHD | 0.85 | -0.13 | 0.70 | 1.00 | 0.99 |
| Portfolio | 0.89 | -0.12 | 0.77 | 0.99 | 1.00 |