Looking to diversify beyond SWGRX? The mutual funds below have the lowest correlation with SWGRX — 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 SWGRX.
Best Diversifiers for SWGRX
0 mutual funds have low correlation with SWGRX (below 0.3), 0 of which are negatively correlated. The least correlated is Schwab Fundamental US Large Company Index Fund (SFLNX) (Large Cap Value Equities) with a 1Y correlation of 0.79, roughly unchanged from 0.80 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Schwab Fundamental US Large Company Index Fund | 0.79 | 0.79 | 0.80 | 92 | Large Cap Value Equities | SWGRX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.80 | 0.77 | 0.78 | 72 | Small Cap Blend Equities | SWGRX vs SWSSX | |
| Dimensional Retirement Income Fund | 0.85 | 0.89 | 0.87 | 70 | Target Retirement Date | SWGRX vs TDIFX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 0.86 | 0.86 | 0.87 | 80 | Target Retirement Date | SWGRX vs DRILX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 0.86 | 0.85 | 0.86 | 80 | Target Retirement Date | SWGRX vs DTDRX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from SWGRX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to SWGRX and solid risk/return profiles. The least correlated is Rigetti Computing Inc (RGTI) (Technology) with a 1Y correlation of 0.33, roughly unchanged from 0.31 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Rigetti Computing Inc | 0.33 | 0.33 | 0.31 | 69 | Technology | |
| D-Wave Quantum Inc | 0.38 | 0.35 | 0.30 | 64 | Technology | |
| Dell Technologies Inc. | 0.40 | 0.39 | 0.45 | 96 | Technology | |
| Micron Technology, Inc. | 0.40 | 0.44 | 0.48 | 99 | Technology | |
| Apple Inc | 0.42 | 0.42 | 0.53 | 87 | Technology |
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Build a portfolio that complements SWGRX
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