Looking to balance out your exposure to LU? The ETFs below have the lowest correlation with LU — they tend to move on their own, which can help reduce risk when LU drops. The stock ideas table highlights individual companies that behave independently from LU.
Best Diversifiers for LU
1 ETFs have low correlation with LU (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 0.09, down from 0.22 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | 0.09 | 0.20 | 0.22 | 85 | Dividend | LU vs SCHD | |
| Vanguard S&P 500 ETF | 0.38 | 0.29 | 0.30 | 74 | S&P 500 | LU vs VOO |
Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from LU, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to LU and solid risk/return profiles. The least correlated is Edison International (EIX) (Utilities) with a 1Y correlation of 0.05, roughly unchanged from 0.09 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Edison International | 0.05 | 0.10 | 0.09 | 82 | Utilities | |
| Eli Lilly and Company | 0.06 | 0.04 | 0.03 | 75 | Healthcare | |
| Amgen Inc. | 0.13 | 0.12 | 0.09 | 67 | Healthcare | |
| Oscar Health, Inc. | 0.15 | 0.11 | 0.17 | 67 | Healthcare | |
| Ducommun Incorporated | 0.15 | 0.12 | 0.14 | 94 | Industrials |
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