Looking to diversify beyond DFSIX? The mutual funds below have the lowest correlation with DFSIX — 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 DFSIX.
Best Diversifiers for DFSIX
4 mutual funds have low correlation with DFSIX (below 0.3), 1 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 -0.05, down from 0.13 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | -0.05 | 0.08 | 0.13 | 94 | Inflation-Protected Bonds | DFSIX vs VTSPX | |
| DFA One Year Fixed Income Portfolio | 0.08 | 0.02 | 0.04 | 99 | Ultrashort Bond | DFSIX vs DFIHX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.25 | 0.14 | 0.12 | 71 | Large Cap Blend Equities | DFSIX vs SVPFX | |
| Vanguard Short-Term Investment-Grade Fund Institut... | 0.29 | 0.18 | 0.16 | 59 | Total Bond Market | DFSIX vs VFSIX | |
| North Square Preferred and Income Securities Fund | 0.48 | 0.36 | 0.44 | 70 | Large Cap Blend Equities | DFSIX vs ORDNX |
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