Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
SCHD Schwab U.S. Dividend Equity ETF | Dividend | 50% |
VONG Vanguard Russell 1000 Growth ETF | Large Cap Growth Equities | 50% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Buffet Portfolio Dividend Growth SCHD/VONG/VGSH, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.
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The earliest data available for this chart is Oct 20, 2011, corresponding to the inception date of SCHD
Returns By Period
As of Apr 3, 2026, the Buffet Portfolio Dividend Growth SCHD/VONG/VGSH returned 1.97% Year-To-Date and 14.97% of annualized return in the last 10 years.
| 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | 0.11% | -3.43% | -3.84% | -1.98% | 16.08% | 16.86% | 10.37% | 12.29% |
Portfolio Buffet Portfolio Dividend Growth SCHD/VONG/VGSH | 0.08% | -2.90% | 1.97% | 2.88% | 17.40% | 17.32% | 11.12% | 14.97% |
| Portfolio components: | ||||||||
VONG Vanguard Russell 1000 Growth ETF | -0.01% | -4.03% | -8.98% | -8.58% | 17.79% | 21.43% | 12.55% | 16.78% |
SCHD Schwab U.S. Dividend Equity ETF | 0.16% | -2.44% | 12.35% | 13.88% | 13.89% | 11.70% | 8.35% | 12.30% |
Monthly Returns
Based on dividend-adjusted daily data since Oct 21, 2011, Buffet Portfolio Dividend Growth SCHD/VONG/VGSH's average daily return is +0.06%, while the average monthly return is +1.23%. At this rate, your investment would double in approximately 4.7 years.
Historically, 69% of months were positive and 31% were negative. The best month was Apr 2020 with a return of +13.8%, while the worst month was Mar 2020 at -10.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.
On a daily basis, Buffet Portfolio Dividend Growth SCHD/VONG/VGSH closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +9.0%, while the worst single day was Mar 16, 2020 at -10.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.65% | 1.78% | -3.60% | 0.27% | 1.97% | ||||||||
| 2025 | 1.91% | -0.53% | -4.70% | -3.06% | 5.37% | 4.45% | 1.93% | 3.19% | 1.97% | 0.82% | 0.60% | -0.10% | 12.01% |
| 2024 | 1.28% | 4.34% | 3.16% | -4.35% | 4.04% | 3.45% | 2.26% | 2.22% | 1.78% | -0.07% | 5.61% | -2.83% | 22.44% |
| 2023 | 5.20% | -2.27% | 3.08% | 0.09% | 0.31% | 6.02% | 3.84% | -1.19% | -4.87% | -2.61% | 8.64% | 5.37% | 22.75% |
| 2022 | -5.67% | -3.06% | 3.48% | -8.09% | 0.93% | -7.98% | 7.91% | -3.73% | -8.48% | 8.42% | 5.62% | -5.37% | -16.78% |
| 2021 | -0.79% | 3.00% | 5.55% | 4.56% | 0.85% | 2.62% | 1.95% | 2.95% | -4.70% | 6.56% | -0.67% | 4.58% | 29.24% |
Benchmark Metrics
Buffet Portfolio Dividend Growth SCHD/VONG/VGSH has an annualized alpha of 2.94%, beta of 0.94, and R² of 0.98 versus S&P 500 Index. Calculated based on daily prices since October 21, 2011.
- This portfolio captured 103.46% of S&P 500 Index gains but only 90.56% of its losses — a favorable profile for investors.
- This portfolio generated an annualized alpha of 2.94% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- With beta of 0.94 and R² of 0.98, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.94%
- Beta
- 0.94
- R²
- 0.98
- Upside Capture
- 103.46%
- Downside Capture
- 90.56%
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.
Return for Risk
Risk / Return Rank
Buffet Portfolio Dividend Growth SCHD/VONG/VGSH ranks 33 for risk / return — below 33% of portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
| Portfolio | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.88 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.37 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.21 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.39 | +0.02 |
Martin ratioReturn relative to average drawdown | 7.07 | 6.43 | +0.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|---|
VONG Vanguard Russell 1000 Growth ETF | 39 | 0.80 | 1.30 | 1.18 | 1.15 | 3.86 |
SCHD Schwab U.S. Dividend Equity ETF | 40 | 0.89 | 1.34 | 1.19 | 1.09 | 3.69 |
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Dividends
Dividend yield
Buffet Portfolio Dividend Growth SCHD/VONG/VGSH provided a 1.98% dividend yield over the last twelve months.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.98% | 2.14% | 2.10% | 2.10% | 2.19% | 1.68% | 1.96% | 2.00% | 2.12% | 1.91% | 2.18% | 2.22% |
| Portfolio components: | ||||||||||||
VONG Vanguard Russell 1000 Growth ETF | 0.50% | 0.45% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% |
SCHD Schwab U.S. Dividend Equity ETF | 3.45% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
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.
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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 32.22%, occurring on Mar 23, 2020. Recovery took 84 trading sessions.
The current Buffet Portfolio Dividend Growth SCHD/VONG/VGSH drawdown is 3.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.22% | Feb 20, 2020 | 23 | Mar 23, 2020 | 84 | Jul 22, 2020 | 107 |
| -23.63% | Dec 28, 2021 | 200 | Oct 12, 2022 | 295 | Dec 14, 2023 | 495 |
| -19.18% | Sep 21, 2018 | 65 | Dec 24, 2018 | 69 | Apr 4, 2019 | 134 |
| -17.95% | Dec 9, 2024 | 82 | Apr 8, 2025 | 57 | Jul 1, 2025 | 139 |
| -12.02% | May 22, 2015 | 66 | Aug 25, 2015 | 48 | Nov 2, 2015 | 114 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 2 assets, with an effective number of assets of 2.00, 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
| Benchmark | SCHD | VONG | Portfolio | |
|---|---|---|---|---|
| Benchmark | 1.00 | 0.82 | 0.94 | 0.98 |
| SCHD | 0.82 | 1.00 | 0.67 | 0.88 |
| VONG | 0.94 | 0.67 | 1.00 | 0.93 |
| Portfolio | 0.98 | 0.88 | 0.93 | 1.00 |