Looking to diversify beyond SWVXX? The mutual funds below have historically moved differently from SWVXX, 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 SWVXX
174 mutual funds have low correlation with SWVXX (below 0.3), 56 of which are negatively correlated. The least correlated is SEI Institutional Investments Trust Opportunistic Income Fund (ENIAX) (Ultrashort Bond) with a 1Y correlation of -0.11, roughly unchanged from -0.04 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Investments Trust Opportunistic ... | -0.11 | -0.07 | -0.04 | 100 | Ultrashort Bond | SWVXX vs ENIAX | |
| Schwab Fundamental Emerging Markets Equity Index F... | -0.06 | -0.07 | -0.04 | 76 | Emerging Markets Equities | SWVXX vs SFENX | |
| DFA U.S. Small Cap Value Portfolio I | -0.06 | -0.01 | 0.01 | 85 | Small Cap Value Equities | SWVXX vs DFSVX | |
| Fidelity Select Energy Portfolio | -0.05 | -0.03 | -0.03 | 87 | Energy Equities | SWVXX vs FSENX | |
| Schwab Target 2015 Index Fund | -0.04 | -0.03 | -0.00 | 69 | Target Retirement Date | SWVXX vs SWYBX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for SWVXX, 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 Petróleo Brasileiro S.A. - Petrobras (PBR) (Energy) with a 1Y correlation of -0.12, roughly unchanged from -0.05 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Petróleo Brasileiro S.A. - Petrobras | -0.12 | -0.06 | -0.05 | 85 | Energy | |
| Starbucks Corporation | -0.11 | -0.05 | -0.03 | 68 | Consumer Cyclical | |
| Dillard's, Inc. | -0.10 | -0.08 | -0.03 | 68 | Consumer Cyclical | |
| Toyota Motor Corporation | -0.09 | -0.05 | -0.03 | 50 | Consumer Cyclical | |
| Airbnb, Inc. | -0.09 | -0.08 | -0.03 | 60 | Consumer Cyclical |
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