Looking to balance out your exposure to IVZ? The ETFs below have historically moved differently from IVZ, 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 IVZ
0 ETFs have low correlation with IVZ (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 0.30, down from 0.62 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 | 0.30 | 0.53 | 0.62 | 95 | Dividend | IVZ vs SCHD | |
| ALPS Sector Dividend Dogs ETF | 0.41 | 0.57 | 0.66 | 94 | Large Cap Value Equities, Dividend | IVZ vs SDOG | |
| Freedom 100 Emerging Markets ETF | 0.43 | 0.46 | 0.52 | 85 | Emerging Markets Equities | IVZ vs FRDM | |
| Invesco S&P 500 Quality ETF | 0.54 | 0.53 | 0.62 | 62 | Quality Factor, S&P 500, Large Cap Blend Equities | IVZ vs SPHQ | |
| Vanguard Value ETF | 0.56 | 0.64 | 0.69 | 93 | Large Cap Value Equities | IVZ vs VTV |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for IVZ, 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 -0.28, down from 0.14 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Altria Group, Inc. | -0.28 | -0.01 | 0.14 | 66 | Consumer Defensive | |
| The Coca-Cola Company | -0.20 | 0.00 | 0.14 | 90 | Consumer Defensive | |
| Equinor ASA | -0.18 | 0.05 | 0.16 | 86 | Energy | |
| Cboe Global Markets, Inc. | -0.10 | -0.09 | 0.06 | 69 | Financial Services | |
| Exxon Mobil Corporation | -0.10 | 0.12 | 0.25 | 84 | Energy |
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