VOO & BRK.B
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BRK-B Berkshire Hathaway Inc. | Financial Services | 50% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 50% |
Performance
Performance Chart
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The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of Jun 2, 2025, the VOO & BRK.B returned 6.61% Year-To-Date and 13.48% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.51% | 3.96% | -2.00% | 12.02% | 14.19% | 10.85% |
| VOO & BRK.B | 6.61% | -1.31% | 2.09% | 18.31% | 19.49% | 13.48% |
| Portfolio components: | ||||||
BRK-B Berkshire Hathaway Inc. | 11.18% | -6.64% | 4.34% | 21.61% | 22.12% | 13.42% |
VOO Vanguard S&P 500 ETF | 0.90% | 4.04% | -1.46% | 13.29% | 15.89% | 12.81% |
Monthly Returns
The table below presents the monthly returns of VOO & BRK.B, 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 | 3.05% | 4.22% | -0.74% | -0.34% | 0.35% | 6.61% | |||||||
| 2024 | 4.60% | 5.97% | 2.98% | -4.84% | 4.74% | 0.89% | 4.48% | 5.56% | -0.73% | -1.49% | 6.50% | -4.24% | 26.25% |
| 2023 | 3.57% | -2.27% | 2.47% | 4.00% | -0.93% | 6.36% | 3.25% | 0.36% | -3.70% | -2.36% | 7.34% | 1.90% | 21.11% |
| 2022 | -0.28% | 0.00% | 7.01% | -8.65% | -0.93% | -10.89% | 9.65% | -5.37% | -7.07% | 9.32% | 6.75% | -4.36% | -7.39% |
| 2021 | -1.37% | 4.15% | 5.43% | 6.45% | 2.98% | -0.94% | 1.29% | 2.82% | -4.58% | 6.10% | -2.15% | 6.27% | 28.93% |
| 2020 | -0.48% | -8.08% | -11.92% | 7.60% | 2.01% | -0.82% | 7.77% | 9.20% | -3.03% | -3.87% | 12.15% | 2.52% | 10.66% |
| 2019 | 4.29% | 0.68% | 0.91% | 5.95% | -7.64% | 7.49% | -1.09% | -1.32% | 2.11% | 2.19% | 3.63% | 2.89% | 21.03% |
| 2018 | 6.87% | -3.54% | -3.10% | -1.27% | 0.67% | -0.85% | 4.78% | 4.36% | 1.62% | -5.49% | 4.12% | -7.61% | -0.55% |
| 2017 | 1.25% | 4.15% | -1.32% | 0.08% | 0.73% | 1.54% | 2.68% | 1.92% | 1.61% | 2.15% | 3.15% | 1.99% | 21.74% |
| 2016 | -3.31% | 1.62% | 6.29% | 1.44% | -0.85% | 1.65% | 1.66% | 2.18% | -1.99% | -0.96% | 6.44% | 2.81% | 17.82% |
| 2015 | -3.51% | 4.02% | -1.83% | -0.57% | 1.26% | -3.37% | 3.52% | -6.12% | -2.59% | 6.39% | -0.48% | -1.64% | -5.48% |
| 2014 | -4.70% | 4.16% | 4.35% | 1.92% | 0.93% | 0.35% | -1.14% | 6.70% | -0.34% | 1.93% | 4.42% | 0.35% | 20.05% |
Expense Ratio
VOO & BRK.B has an expense ratio of 0.01%, 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
With an overall rank of 83, VOO & BRK.B is among the top 17% of 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 | |
|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 1.19 | 1.77 | 1.25 | 2.81 | 6.66 |
VOO Vanguard S&P 500 ETF | 0.74 | 1.04 | 1.15 | 0.68 | 2.58 |
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Dividends
Dividend yield
VOO & BRK.B provided a 0.64% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.64% | 0.62% | 0.73% | 0.85% | 0.62% | 0.77% | 0.94% | 1.03% | 0.89% | 1.01% | 1.05% | 0.93% |
| Portfolio components: | ||||||||||||
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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 VOO & BRK.B. 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 VOO & BRK.B was 31.68%, occurring on Mar 23, 2020. Recovery took 111 trading sessions.
The current VOO & BRK.B drawdown is 1.39%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.68% | Feb 20, 2020 | 23 | Mar 23, 2020 | 111 | Aug 28, 2020 | 134 |
| -23.88% | Mar 29, 2022 | 137 | Oct 12, 2022 | 199 | Jul 31, 2023 | 336 |
| -19.28% | Mar 1, 2011 | 112 | Aug 8, 2011 | 152 | Mar 15, 2012 | 264 |
| -17.4% | Sep 21, 2018 | 65 | Dec 24, 2018 | 89 | May 3, 2019 | 154 |
| -14.06% | Dec 30, 2014 | 282 | Feb 11, 2016 | 52 | Apr 27, 2016 | 334 |
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
| ^GSPC | BRK-B | VOO | Portfolio | |
|---|---|---|---|---|
| ^GSPC | 1.00 | 0.72 | 1.00 | 0.90 |
| BRK-B | 0.72 | 1.00 | 0.72 | 0.94 |
| VOO | 1.00 | 0.72 | 1.00 | 0.90 |
| Portfolio | 0.90 | 0.94 | 0.90 | 1.00 |