Looking to diversify beyond SWSCX? The mutual funds below have the lowest correlation with SWSCX — 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 SWSCX.
Best Diversifiers for SWSCX
0 mutual funds have low correlation with SWSCX (below 0.3), 0 of which are negatively correlated. The least correlated is Schwab Fundamental International Equity Index Fund (SFNNX) (Foreign Large Cap Equities) with a 1Y correlation of 0.66, roughly unchanged from 0.70 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Schwab Fundamental International Equity Index Fund | 0.66 | 0.66 | 0.70 | 86 | Foreign Large Cap Equities | SWSCX vs SFNNX | |
| Auer Growth Fund | 0.78 | 0.81 | 0.84 | 86 | Small Cap Blend Equities | SWSCX vs AUERX | |
| Schwab S&P 500 Index Fund | 0.81 | 0.79 | 0.82 | 65 | Large Cap Blend Equities, S&P 500 | SWSCX vs SWPPX | |
| Schwab 1000 Index Fund | 0.84 | 0.82 | 0.85 | 62 | Large Cap Blend Equities | SWSCX vs SNXFX | |
| Voya Index Plus SmallCap Portfolio | 0.85 | 0.87 | 0.92 | 87 | Small Cap Blend Equities | SWSCX vs IPSIX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from SWSCX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to SWSCX and solid risk/return profiles. The least correlated is Intellia Therapeutics, Inc. (NTLA) (Healthcare) with a 1Y correlation of 0.50, roughly unchanged from 0.59 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Intellia Therapeutics, Inc. | 0.50 | 0.57 | 0.59 | 64 | Healthcare | |
| Bank of America Corporation | 0.51 | 0.58 | 0.63 | 74 | Financial Services | |
| CRISPR Therapeutics AG | 0.52 | 0.56 | 0.56 | 52 | Healthcare |
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