Looking to diversify beyond DFVQX? The mutual funds below have the lowest correlation with DFVQX — 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 DFVQX.
Best Diversifiers for DFVQX
0 mutual funds have low correlation with DFVQX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA U.S. Small Cap Value Portfolio I (DFSVX) (Small Cap Value Equities) with a 1Y correlation of 0.58, down from 0.70 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | 0.58 | 0.64 | 0.70 | 61 | Small Cap Value Equities | DFVQX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio | 0.59 | 0.66 | 0.71 | 56 | Small Cap Value Equities | DFVQX vs DFFVX | |
| DFA Emerging Markets Value Portfolio | 0.61 | 0.66 | 0.72 | 91 | Emerging Markets Diversified | DFVQX vs DFEVX | |
| DFA U.S. Micro Cap Portfolio | 0.64 | 0.66 | 0.71 | 65 | Small Cap Blend Equities | DFVQX vs DFSCX | |
| DFA U.S. Small Cap Portfolio | 0.65 | 0.67 | 0.72 | 51 | Small Cap Blend Equities | DFVQX vs DFSTX |
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