If you invested $10k ten years ago in Berkshire B, SCHD, or VOO…the results may surprise you


This includes reinvested dividends, which is key here:

2012 to today:

Berkshire B: $10k–>$39,397

SCHD: $10k–>$39,001

VOO: $10k–>$40,309

So VOO wins (barely), yet there is one more piece to look at. On their best year, each went up the same of 32%. But on their worst year, while both Berk and VOO went down 12%, SCHD only went down 6% on it's worst year!

So if you are willing to give up a fraction of investment for peace of mind when the market turns sour, SCHD seems like a solid investment choice!


Comments

Leave a Reply

Your email address will not be published. Required fields are marked *