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Schwab Fundamental US Small Company Index Fund (SFSNX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 24, 2026

To pursue its goal, the fund primarily invests in stocks that are included in the Russell RAFI US Small Company Index (the index). The index measures the performance of the small company size segment by fundamental overall company scores (scores), which are created using as the universe the U.S. companies in the FTSE Global Total Cap Index (the parent index).

Looking to diversify beyond SFSNX? The mutual funds below have the lowest correlation with SFSNX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from SFSNX.

Best Diversifiers for SFSNX

0 mutual funds have low correlation with SFSNX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Short-Term Extended Quality Portfolio (DFEQX) (Short-Term Bond) with a 1Y correlation of 0.43, up from 0.13 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
DFEQX
DFA Short-Term Extended Quality Portfolio0.430.200.13
96
Short-Term BondSFSNX vs DFEQX
SFENX
Schwab Fundamental Emerging Markets Equity Index F...0.530.510.56
75
Emerging Markets Equities, Emerging Markets DiversifiedSFSNX vs SFENX
USNQX
USAA Nasdaq 100 Index Fund0.600.610.66
69
Nasdaq-100, Large Cap Growth EquitiesSFSNX vs USNQX
SFNNX
Schwab Fundamental International Equity Index Fund0.680.680.73
86
Foreign Large Cap EquitiesSFSNX vs SFNNX
DFIVX
DFA International Value Portfolio Institutional Cl...0.680.680.72
83
Foreign Large Cap EquitiesSFSNX vs DFIVX
See all 45 diversifiers for SFSNX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from SFSNX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to SFSNX and solid risk/return profiles. The least correlated is NVIDIA Corporation (NVDA) (Technology) with a 1Y correlation of 0.24, down from 0.44 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
NVDA
NVIDIA Corporation0.240.310.44
72
Technology
AAPL
Apple Inc0.330.330.42
87
Technology
GOOGL
Alphabet Inc. Class A0.360.350.46
96
Communication Services
AMZN
Amazon.com, Inc0.370.400.48
54
Consumer Cyclical
PLUG
Plug Power Inc.0.390.450.52
80
Industrials

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Diversification Analysis

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