Looking to diversify beyond ETPAX? The mutual funds below have the lowest correlation with ETPAX — 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 ETPAX.
Best Diversifiers for ETPAX
16 mutual funds have low correlation with ETPAX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA California Municipal Real Return Portfolio (DCARX) (Municipal Bonds) with a 1Y correlation of 0.00, down from 0.20 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | 0.00 | 0.16 | 0.20 | 95 | Municipal Bonds | ETPAX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.01 | 0.19 | 0.21 | 94 | Municipal Bonds | ETPAX vs DMREX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.15 | 0.26 | — | 100 | Municipal Bonds | ETPAX vs DFABX | |
| Eaton Vance Large-Cap Value Fund | 0.16 | 0.13 | 0.06 | 58 | Large Cap Value Equities | ETPAX vs EHSTX | |
| JPMorgan Ultra-Short Municipal Fund | 0.17 | 0.30 | 0.36 | 99 | Municipal Bonds | ETPAX vs USMSX |
See all 30 diversifiers for ETPAX
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