PortfoliosLab logoPortfoliosLab logo

Looking to balance out your exposure to NBTB? The ETFs below have historically moved differently from NBTB, 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 NBTB

2 ETFs have low correlation with NBTB (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard S&P 500 ETF (VOO) (S&P 500) with a 1Y correlation of 0.28, down from 0.41 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
Vanguard S&P 500 ETF0.280.380.41
68
S&P 500NBTB vs VOO
State Street SPDR S&P 500 ETF0.280.380.41
67
S&P 500NBTB vs SPY

Rows per page

1–2 of 2

Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for NBTB, 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 Carpenter Technology Corporation (CRS) (Industrials) with a 1Y correlation of 0.16, down from 0.38 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
Carpenter Technology Corporation0.160.320.38
94
Industrials
IES Holdings, Inc.0.180.270.30
86
Industrials
Northeast Bank0.700.670.59
65
Financial Services

Rows per page

1–3 of 3

Diversification Analysis

Build a portfolio that complements NBTB

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

Analyze a portfolio with NBTB