Looking to diversify beyond SWYBX? The mutual funds below have the lowest correlation with SWYBX — 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 SWYBX.
Best Diversifiers for SWYBX
0 mutual funds have low correlation with SWYBX (below 0.3), 0 of which are negatively correlated. The least correlated is Schwab Small-Cap Index Fund-Select Shares (SWSSX) (Small Cap Blend Equities) with a 1Y correlation of 0.78, roughly unchanged from 0.77 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Schwab Small-Cap Index Fund-Select Shares | 0.78 | 0.76 | 0.77 | 61 | Small Cap Blend Equities | SWYBX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | 0.78 | 0.78 | 0.79 | 92 | Large Cap Value Equities | SWYBX vs SFLNX | |
| Vanguard Wellesley Income Fund Investor Shares | 0.82 | 0.84 | 0.85 | 54 | Diversified Portfolio | SWYBX vs VWINX | |
| Dimensional Retirement Income Fund | 0.82 | 0.89 | 0.87 | 85 | Target Retirement Date | SWYBX vs TDIFX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 0.83 | 0.85 | 0.86 | 86 | Target Retirement Date | SWYBX vs DRILX |
See all 66 diversifiers for SWYBX
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