Looking to balance out your exposure to LTBR? The ETFs below have historically moved differently from LTBR, 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 LTBR
0 ETFs have low correlation with LTBR (below 0.3), 0 of which are negatively correlated. The least correlated is iShares Russell Midcap ETF (IWR) (Mid Cap Blend Equities) with a 1Y correlation of 0.53, up from 0.41 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| iShares Russell Midcap ETF | 0.53 | 0.40 | 0.41 | 62 | Mid Cap Blend Equities | LTBR vs IWR | |
| State Street SPDR S&P 500 ETF | 0.56 | 0.40 | 0.38 | 67 | S&P 500 | LTBR vs SPY |
Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for LTBR, 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 Chubb Limited (CB) (Financial Services) with a 1Y correlation of -0.23, down from -0.00 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Chubb Limited | -0.23 | -0.09 | -0.00 | 89 | Financial Services | |
| PepsiCo, Inc. | -0.21 | -0.12 | -0.08 | 50 | Consumer Defensive | |
| Berkshire Hathaway Inc. | -0.11 | 0.01 | 0.10 | 61 | Financial Services | |
| Merck & Co., Inc. | -0.06 | -0.07 | -0.05 | 96 | Healthcare | |
| Eli Lilly and Company | -0.01 | 0.03 | 0.03 | 83 | Healthcare |
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