Looking to balance out your exposure to AGI? The ETFs below have historically moved differently from AGI, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for AGI
7 ETFs have low correlation with AGI (below 0.3), 1 of which are negatively correlated. The least correlated is WisdomTree Floating Rate Treasury Fund (USFR) (Government Bonds) with a 1Y correlation of -0.03, roughly unchanged from 0.02 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| WisdomTree Floating Rate Treasury Fund | -0.03 | 0.02 | 0.02 | 100 | Government Bonds, Ultrashort Bond | AGI vs USFR | |
| Eldridge BBB-B CLO ETF | 0.10 | 0.01 | 0.02 | 55 | CLO | AGI vs CLOZ | |
| Schwab U.S. Dividend Equity ETF | 0.13 | 0.12 | 0.18 | 94 | Dividend | AGI vs SCHD | |
| iShares 1-3 Year Treasury Bond ETF | 0.24 | 0.26 | 0.28 | 82 | Government Bonds, Short-Term Bond | AGI vs SHY | |
| Invesco Nasdaq Biotechnology ETF | 0.24 | 0.20 | 0.21 | 89 | Health & Biotech Equities | AGI vs IBBQ |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for AGI, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Altria Group, Inc. (MO) (Consumer Defensive) with a 1Y correlation of -0.15, down from 0.08 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Altria Group, Inc. | -0.15 | 0.02 | 0.08 | 63 | Consumer Defensive | |
| Arch Capital Group Ltd. | -0.09 | 0.00 | 0.05 | 59 | Financial Services | |
| The Coca-Cola Company | -0.08 | 0.06 | 0.10 | 86 | Consumer Defensive | |
| Hamilton Insurance Group Ltd. | -0.05 | — | — | 96 | Financial Services | |
| Chevron Corporation | -0.04 | 0.01 | 0.13 | 72 | Energy |
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