Looking to balance out your exposure to UGI? The ETFs below have historically moved differently from UGI, 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 UGI
5 ETFs have low correlation with UGI (below 0.3), 2 of which are negatively correlated. The least correlated is JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) (Nasdaq-100) with a 1Y correlation of -0.05, roughly unchanged from 0.04 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Nasdaq Equity Premium Income ETF | -0.05 | 0.04 | — | 60 | Nasdaq-100, Derivative Income | UGI vs JEPQ | |
| Vanguard S&P 500 ETF | -0.00 | 0.18 | 0.36 | 72 | S&P 500 | UGI vs VOO | |
| Vanguard Total International Stock ETF | 0.00 | 0.21 | 0.35 | 64 | Global Equities | UGI vs VXUS | |
| State Street SPDR S&P 500 ETF | 0.01 | 0.18 | 0.36 | 71 | S&P 500 | UGI vs SPY | |
| Vanguard Total Stock Market ETF | 0.02 | 0.20 | 0.37 | 71 | Large Cap Blend Equities | UGI vs VTI |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for UGI, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is NVIDIA Corporation (NVDA) (Technology) with a 1Y correlation of -0.13, down from 0.08 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| NVIDIA Corporation | -0.13 | -0.11 | 0.08 | 63 | Technology | |
| Amazon.com, Inc | -0.13 | -0.04 | 0.10 | 68 | Consumer Cyclical | |
| Alphabet Inc. Class A | -0.09 | -0.01 | 0.14 | 94 | Communication Services | |
| Adeia Inc | -0.02 | 0.16 | 0.23 | 91 | Technology | |
| Teradyne, Inc. | -0.02 | 0.06 | 0.20 | 96 | Technology |
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