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
159 mutual funds have low correlation with SWVXX (below 0.3), 59 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.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Investments Trust Opportunistic ... | -0.11 | -0.08 | -0.04 | 99 | Ultrashort Bond | SWVXX vs ENIAX | |
| Schwab Fundamental Emerging Markets Equity Index F... | -0.07 | -0.07 | -0.04 | 66 | Emerging Markets Equities, Emerging Markets Diversified | SWVXX vs SFENX | |
| DFA U.S. Small Cap Value Portfolio I | -0.05 | -0.00 | 0.01 | 55 | Small Cap Value Equities | SWVXX vs DFSVX | |
| Fidelity Select Semiconductors Portfolio | -0.05 | -0.04 | -0.02 | 92 | Semiconductors, Technology Equities | SWVXX vs FSELX | |
| Fidelity Emerging Markets Index Fund | -0.05 | -0.07 | -0.04 | 75 | Emerging Markets Diversified | SWVXX vs FPADX |
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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 Starbucks Corporation (SBUX) (Consumer Cyclical) with a 1Y correlation of -0.13, down from -0.02 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Starbucks Corporation | -0.13 | -0.04 | -0.02 | 62 | Consumer Cyclical | |
| Dillard's, Inc. | -0.11 | -0.07 | -0.03 | 65 | Consumer Cyclical | |
| Petróleo Brasileiro S.A. - Petrobras | -0.11 | -0.06 | -0.05 | 80 | Energy | |
| Airbnb, Inc. | -0.09 | -0.07 | -0.03 | 53 | Consumer Cyclical | |
| Riot Platforms, Inc. | -0.09 | -0.03 | -0.02 | 70 | Technology |
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