Looking to diversify beyond BVSIX? The mutual funds below have the lowest correlation with BVSIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from BVSIX.
Best Diversifiers for BVSIX
0 mutual funds have low correlation with BVSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Rational Equity Armor Fund (HDCTX) (Large Cap Value Equities) with a 1Y correlation of 0.47, down from 0.68 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Rational Equity Armor Fund | 0.47 | 0.56 | 0.68 | 56 | Large Cap Value Equities | BVSIX vs HDCTX | |
| Federated Hermes Strategic Value Dividend Fund | 0.57 | 0.62 | 0.73 | 80 | Large Cap Value Equities | BVSIX vs SVAIX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.63 | 0.71 | 0.79 | 65 | S&P 500, Large Cap Blend Equities | BVSIX vs VIIIX | |
| Vanguard International High Dividend Yield Index F... | 0.65 | 0.66 | 0.74 | 82 | Large Cap Value Equities, Dividend, Foreign Large Cap Equities | BVSIX vs VIHAX | |
| BNY Mellon Equity Income Fund | 0.67 | 0.76 | 0.84 | 89 | Large Cap Value Equities | BVSIX vs DQIRX |
See all 31 diversifiers for BVSIX
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