Looking to balance out your exposure to IVR? The ETFs below have historically moved differently from IVR, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for IVR
1 ETFs have low correlation with IVR (below 0.3), 0 of which are negatively correlated. The least correlated is Schwab U.S. Dividend Equity ETF (SCHD) (Dividend) with a 1Y correlation of 0.24, down from 0.49 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | 0.25 | 0.44 | 0.49 | 95 | Dividend | IVR vs SCHD | |
| Invesco NASDAQ 100 ETF | 0.30 | 0.36 | 0.42 | 56 | Nasdaq-100 | IVR vs QQQM | |
| iShares Core U.S. REIT ETF | 0.31 | 0.46 | 0.51 | 68 | REIT | IVR vs USRT | |
| JPMorgan Nasdaq Equity Premium Income ETF | 0.31 | 0.35 | — | 60 | Nasdaq-100, Derivative Income | IVR vs JEPQ | |
| Global X SuperDividend U.S. ETF | 0.32 | 0.49 | 0.54 | 80 | Mid Cap Value Equities, Dividend | IVR vs DIV |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for IVR, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Altria Group, Inc. (MO) (Consumer Defensive) with a 1Y correlation of 0.02, down from 0.16 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Altria Group, Inc. | 0.02 | 0.10 | 0.16 | 64 | Consumer Defensive | |
| Verizon Communications Inc. | 0.03 | 0.13 | 0.19 | 63 | Communication Services | |
| Weis Markets, Inc. | 0.04 | 0.15 | 0.16 | 55 | Consumer Defensive | |
| Realty Income Corporation | 0.14 | 0.30 | 0.36 | 69 | Real Estate | |
| British American Tobacco p.l.c. | 0.18 | 0.22 | 0.23 | 59 | Consumer Defensive |
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