Herzfeld Credit Income Fund, Inc. (HERZ) Diversifiers

Equity · Currency in USD · Last updated Jul 17, 2026

Herzfeld Credit Income Fund, Inc. is a closed-end fund managed by Thomas J. Herzfeld Advisors. Following a 2025 strategy change (formerly the Herzfeld Caribbean Basin Fund, ticker CUBA), the fund focuses on the equity and junior debt tranches of collateralized loan obligations (CLOs), which are portfolios of primarily below-investment-grade U.S. senior secured loans. Its objective is to maximize risk-adjusted total return with a secondary objective of generating high current income.

Looking to balance out your exposure to HERZ? The ETFs below have the lowest correlation with HERZ — they tend to move on their own, which can help reduce risk when HERZ drops. The stock ideas table highlights individual companies that behave independently from HERZ.

Best Diversifiers for HERZ

1 ETFs have low correlation with HERZ (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard S&P 500 ETF (VOO) (S&P 500) with a 1Y correlation of 0.08, roughly unchanged from 0.08 over 5 years.

Symbol	Name	Correlation 1Y	Correlation 3Y	Correlation 5Y	Risk / Return Rank	Category	Compare
VOO	Vanguard S&P 500 ETF	0.08	0.08	0.08	66	S&P 500	HERZ vs VOO

Diversification Analysis

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