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
156 mutual funds have low correlation with SWVXX (below 0.3), 65 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 | -0.06 | -0.03 | 99 | Ultrashort Bond | SWVXX vs ENIAX | |
| Schwab Fundamental Emerging Markets Equity Index F... | -0.10 | -0.08 | -0.05 | 75 | Emerging Markets Equities, Emerging Markets Diversified | SWVXX vs SFENX | |
| Fidelity Emerging Markets Index Fund | -0.08 | -0.07 | -0.04 | 86 | Emerging Markets Diversified | SWVXX vs FPADX | |
| Vanguard Emerging Markets Stock Index Fund Admiral... | -0.07 | -0.07 | -0.04 | 58 | Emerging Markets Equities | SWVXX vs VEMAX | |
| Fidelity Select Technology Portfolio | -0.06 | -0.06 | -0.02 | 89 | Technology Equities | SWVXX vs FSPTX |
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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 -0.12, down from -0.01 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Starbucks Corporation | -0.12 | -0.03 | -0.01 | 55 | Consumer Cyclical | |
| NVIDIA Corporation | -0.11 | -0.08 | -0.04 | 72 | Technology | |
| Intel Corporation | -0.11 | -0.03 | -0.01 | 99 | Technology | |
| Quanta Services, Inc. | -0.08 | -0.04 | -0.03 | 92 | Industrials | |
| KLA Corporation | -0.08 | -0.04 | -0.03 | 96 | Technology |
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