Looking to balance out your exposure to IVR? The ETFs below have the lowest correlation with IVR — they tend to move on their own, which can help reduce risk when IVR drops. The stock ideas table highlights individual companies that behave independently from IVR.
Best Diversifiers for IVR
3 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 0.26, down from 0.49 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | 0.26 | 0.44 | 0.49 | 89 | Dividend | IVR vs SCHD | |
| Invesco NASDAQ 100 ETF | 0.27 | 0.36 | 0.43 | 60 | Nasdaq-100 | IVR vs QQQM | |
| JPMorgan Nasdaq Equity Premium Income ETF | 0.29 | 0.35 | — | 67 | Nasdaq-100, Derivative Income | IVR vs JEPQ | |
| iShares Core U.S. REIT ETF | 0.32 | 0.46 | 0.51 | 62 | REIT | IVR vs USRT | |
| Global X SuperDividend U.S. ETF | 0.32 | 0.49 | 0.54 | 68 | Mid Cap Value Equities, Dividend | IVR vs DIV |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from IVR, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to IVR and solid risk/return profiles. The least correlated is Verizon Communications Inc. (VZ) (Communication Services) with a 1Y correlation of 0.03, down from 0.19 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Verizon Communications Inc. | 0.03 | 0.14 | 0.19 | 59 | Communication Services | |
| Altria Group, Inc. | 0.04 | 0.10 | 0.17 | 77 | Consumer Defensive | |
| Realty Income Corporation | 0.16 | 0.29 | 0.36 | 74 | Real Estate | |
| British American Tobacco p.l.c. | 0.17 | 0.22 | 0.23 | 70 | Consumer Defensive | |
| IRSA Inversiones y Representaciones Sociedad Anóni... | 0.19 | 0.21 | 0.22 | 57 | Industrials |
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Build a portfolio that complements IVR
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