PortfoliosLab logoPortfoliosLab logo

Looking to balance out your exposure to MPV? The ETFs below have the lowest correlation with MPV — they tend to move on their own, which can help reduce risk when MPV drops. The stock ideas table highlights individual companies that behave independently from MPV.

Best Diversifiers for MPV

3 ETFs have low correlation with MPV (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 0.12, roughly unchanged from 0.10 over 5 years.


SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
Schwab U.S. Dividend Equity ETF0.120.040.10
77
DividendMPV vs SCHD
First Trust NASDAQ Technology Dividend Index Fund0.180.120.13
53
Technology Equities, DividendMPV vs TDIV
Vanguard S&P 500 ETF0.180.130.13
59
S&P 500MPV vs VOO

Rows per page

1–3 of 3

Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from MPV, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to MPV and solid risk/return profiles. The least correlated is Reaves Utility Income Trust (UTG) (Financial Services) with a 1Y correlation of 0.19, roughly unchanged from 0.12 over 5 years.


SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
Reaves Utility Income Trust0.190.100.12
79
Financial Services
Cohen & Steers Infrastructure Fund, Inc0.230.110.11
67
Financial Services

Rows per page

1–2 of 2

Diversification Analysis

Build a portfolio that complements MPV

Add MPV to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with MPV