Looking to diversify beyond DFISX? The mutual funds below have the lowest correlation with DFISX — 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 DFISX.
Best Diversifiers for DFISX
2 mutual funds have low correlation with DFISX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX) (Inflation-Protected Bonds) with a 1Y correlation of 0.09, down from 0.24 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 0.09 | 0.23 | 0.24 | 89 | Inflation-Protected Bonds | DFISX vs VTSPX | |
| Vanguard Energy Fund Admiral Shares | 0.18 | 0.41 | 0.52 | 61 | Energy Equities | DFISX vs VGELX | |
| Invesco Limited Term Municipal Income Fund | 0.31 | 0.22 | 0.20 | 84 | Municipal Bonds | DFISX vs AITFX | |
| American High-Income Municipal Bond Fund | 0.31 | 0.24 | 0.19 | 78 | High Yield Muni | DFISX vs AMHIX | |
| Baird Core Intermediate Municipal Bond Fund | 0.33 | 0.22 | 0.18 | 78 | Municipal Bonds | DFISX vs BMNSX |
To view more results, upgrade your current subscription plan.
Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from DFISX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to DFISX and solid risk/return profiles. The least correlated is The Coca-Cola Company (KO) (Consumer Defensive) with a 1Y correlation of -0.05, down from 0.22 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| The Coca-Cola Company | -0.05 | 0.10 | 0.22 | 74 | Consumer Defensive | |
| Johnson & Johnson | 0.14 | 0.14 | 0.19 | 95 | Healthcare | |
| Atai Life Sciences N.V. | 0.26 | 0.33 | 0.34 | 67 | Healthcare | |
| GH Research PLC | 0.26 | 0.18 | 0.18 | 73 | Healthcare | |
| COMPASS Pathways plc | 0.29 | 0.33 | 0.33 | 87 | Healthcare |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements DFISX
Add DFISX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with DFISX