No. of Recommendations: 28
I'm posting to suggest a way of looking at BRK/B versus SPY over time.
Go to stockcharts.com. At the top of the page under charts, scroll down to perf charts. Enter BRK/B,SPY
When the chart pops up, click on the scroll line at the bottom of the chart. It will enable you to compare performance, with reportedly dividends included, over time. Slide it to the left and watch the red line (BRK) compared with the blue line (SPY). At the upper left of the chart you can see the start days when the SPY crosses above the BRK line. There aren't that many.
If you scroll all the way to the left - beginning of 1999 - BRK outperforms, as it does during most periods up to now.
So you can pick your start date and make any story you wish. But, over time, and even with the "Mag 7", BRK has usually been the better investment. And without any tax impacts if you just buy and hold. That would further tilt the odds a little towards BRK.
I find this the easiest way to actually judge relative performance over time. Quick and easy. Look at the whole time period.