Looking to diversify beyond SWYBX? The mutual funds below have historically moved differently from SWYBX, 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 SWYBX
0 mutual funds have low correlation with SWYBX (below 0.3), 0 of which are negatively correlated. The least correlated is Schwab Fundamental US Large Company Index Fund (SFLNX) (Large Cap Value Equities) with a 1Y correlation of 0.77, roughly unchanged from 0.79 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Schwab Fundamental US Large Company Index Fund | 0.77 | 0.78 | 0.79 | 96 | Large Cap Value Equities | SWYBX vs SFLNX | |
| Vanguard Wellesley Income Fund Investor Shares | 0.78 | 0.83 | 0.84 | 69 | Diversified Portfolio | SWYBX vs VWINX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.79 | 0.77 | 0.78 | 79 | Small Cap Blend Equities | SWYBX vs SWSSX | |
| Voya Target Retirement 2040 Fund | 0.86 | 0.88 | 0.89 | 75 | Target Retirement Date | SWYBX vs IRSOX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 0.86 | 0.85 | 0.86 | 77 | Target Retirement Date | SWYBX vs DRILX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements SWYBX
Add SWYBX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with SWYBX