Looking to diversify beyond SWVXX? The mutual funds below have the lowest correlation with SWVXX — 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 SWVXX.
Best Diversifiers for SWVXX
158 mutual funds have low correlation with SWVXX (below 0.3), 87 of which are negatively correlated. The least correlated is SEI Institutional Investments Trust Opportunistic Income Fund (ENIAX) (Ultrashort Bond) with a 1Y correlation of -0.12, roughly unchanged from -0.03 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Investments Trust Opportunistic ... | -0.12 | -0.05 | -0.03 | 100 | Ultrashort Bond | SWVXX vs ENIAX | |
| Fidelity Emerging Markets Index Fund | -0.10 | -0.07 | -0.04 | 90 | Emerging Markets Diversified | SWVXX vs FPADX | |
| Schwab Fundamental Emerging Markets Large Company ... | -0.10 | -0.07 | -0.04 | 86 | Emerging Markets Diversified | SWVXX vs SFENX | |
| Vanguard Emerging Markets Stock Index Fund Admiral... | -0.10 | -0.06 | -0.04 | 59 | Emerging Markets Equities | SWVXX vs VEMAX | |
| Putnam Global Technology Fund | -0.09 | -0.05 | -0.03 | 91 | Technology Equities | SWVXX vs PGTYX |
To view more results, upgrade your current subscription plan.
Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from SWVXX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to SWVXX and solid risk/return profiles. The least correlated is NVIDIA Corporation (NVDA) (Technology) with a 1Y correlation of -0.12, roughly unchanged from -0.04 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| NVIDIA Corporation | -0.12 | -0.08 | -0.04 | 78 | Technology | |
| Micron Technology, Inc. | -0.12 | -0.07 | -0.04 | 99 | Technology | |
| Starbucks Corporation | -0.11 | -0.02 | -0.01 | 54 | Consumer Cyclical | |
| Intel Corporation | -0.11 | -0.02 | 0.00 | 98 | Technology | |
| Petróleo Brasileiro S.A. - Petrobras | -0.09 | -0.07 | -0.06 | 86 | Energy |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements SWVXX
Add SWVXX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with SWVXX