Looking to diversify beyond IVSOX? The mutual funds below have the lowest correlation with IVSOX — 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 IVSOX.
Best Diversifiers for IVSOX
0 mutual funds have low correlation with IVSOX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT Small Cap Growth Fund (QISGX) (Small Cap Growth Equities) with a 1Y correlation of 0.39, down from 0.79 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Growth Fund | 0.39 | 0.65 | 0.79 | 78 | Small Cap Growth Equities | IVSOX vs QISGX | |
| American Funds Capital Income Builder Class A | 0.59 | 0.65 | 0.71 | 62 | Diversified Portfolio | IVSOX vs CAIBX | |
| Voya Russell Large Cap Value Index Portfolio | 0.76 | 0.71 | 0.75 | 93 | Large Cap Value Equities | IVSOX vs IRVIX | |
| Voya Russell Large Cap Index Portfolio | 0.77 | 0.76 | 0.80 | 60 | Large Cap Blend Equities | IVSOX vs IIRLX | |
| Dana Epiphany ESG Small Cap Equity Fund | 0.77 | 0.85 | 0.90 | 92 | Small Cap Growth Equities | IVSOX vs DSCIX |
See all 20 diversifiers for IVSOX
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Diversification Analysis
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