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Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) Diversifiers

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

The investment seeks as closely as possible, before fees and expenses, the total return of the Bloomberg US Treasury Inflation-Linked Bond Index composed of inflation-protected U.S. Treasury securities. The index includes all publicly-issued TIPS that have at least one year remaining to maturity, are rated investment grade and have $500 million or more of outstanding face value. The fund will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in securities included in the index. It may invest up to 10% of its net assets in securities not included in the index.

Looking to diversify beyond SWRSX? The mutual funds below have the lowest correlation with SWRSX — 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 SWRSX.

Best Diversifiers for SWRSX

7 mutual funds have low correlation with SWRSX (below 0.3), 0 of which are negatively correlated. The least correlated is Parametric Commodity Strategy Fund Class A (EAPCX) (Commodities) with a 1Y correlation of 0.02, down from 0.13 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
EAPCX
Parametric Commodity Strategy Fund Class A0.020.050.13
54
CommoditiesSWRSX vs EAPCX
SFENX
Schwab Fundamental Emerging Markets Equity Index F...0.190.150.12
75
Emerging Markets Equities, Emerging Markets DiversifiedSWRSX vs SFENX
SFLNX
Schwab Fundamental US Large Company Index Fund0.200.220.17
92
Large Cap Value EquitiesSWRSX vs SFLNX
SWSSX
Schwab Small-Cap Index Fund-Select Shares0.230.230.18
72
Small Cap Blend EquitiesSWRSX vs SWSSX
SNXFX
Schwab 1000 Index Fund0.230.210.18
62
Large Cap Blend EquitiesSWRSX vs SNXFX
See all 26 diversifiers for SWRSX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from SWRSX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to SWRSX and solid risk/return profiles. The least correlated is NVIDIA Corporation (NVDA) (Technology) with a 1Y correlation of 0.01, roughly unchanged from 0.07 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
NVDA
NVIDIA Corporation0.010.020.07
72
Technology
GOOGL
Alphabet Inc. Class A0.200.120.13
96
Communication Services
RGLD
Royal Gold, Inc.0.240.260.30
52
Basic Materials

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Diversification Analysis

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