Looking to diversify beyond BSPPX? The mutual funds below have historically moved differently from BSPPX, 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 BSPPX
0 mutual funds have low correlation with BSPPX (below 0.3), 0 of which are negatively correlated. The least correlated is Invesco Equally-Weighted S&P 500 Fund (VADDX) (S&P 500) with a 1Y correlation of 0.70, down from 0.87 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Invesco Equally-Weighted S&P 500 Fund | 0.70 | 0.78 | 0.87 | 66 | S&P 500 | BSPPX vs VADDX | |
| iShares MSCI EAFE International Index Fund | 0.78 | 0.72 | 0.76 | 62 | Foreign Large Cap Equities | BSPPX vs BTMKX | |
| iShares MSCI EAFE International Index Fund | 0.79 | 0.72 | 0.76 | 60 | Foreign Large Cap Equities | BSPPX vs MDIIX | |
| iShares Russell 2000 Small-Cap Index Fund Class K | 0.79 | 0.77 | 0.81 | 75 | Small Cap Blend Equities | BSPPX vs BDBKX | |
| iShares Russell Small/Mid-Cap Index Fund Investor ... | 0.80 | 0.80 | 0.85 | 73 | Small Cap Blend Equities | BSPPX vs BSMAX |
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