Looking to diversify beyond USG? The mutual funds below have the lowest correlation with USG — 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 USG.
Best Diversifiers for USG
5 mutual funds have low correlation with USG (below 0.3), 0 of which are negatively correlated. The least correlated is BlackRock Enhanced Large Cap Core Fund (CII) (Derivative Income) with a 1Y correlation of 0.20, roughly unchanged from 0.11 over 3 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Enhanced Large Cap Core Fund | 0.20 | 0.11 | — | 88 | Derivative Income | USG vs CII | |
| The Covered Bridge Fund | 0.25 | 0.16 | — | 59 | Derivative Income | USG vs TCBIX | |
| Vanguard Emerging Markets Bond Fund Admiral Shares | 0.28 | 0.25 | — | 89 | Emerging Markets Bonds | USG vs VEGBX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 0.28 | 0.15 | — | 64 | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | USG vs QQQX | |
| Shelton Equity Income Fund | 0.30 | 0.16 | — | 52 | Derivative Income | USG vs EQTIX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from USG, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to USG and solid risk/return profiles. The least correlated is Frontline Ltd. (FRO) (Energy) with a 1Y correlation of 0.08, roughly unchanged from 0.07 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Frontline Ltd. | 0.08 | 0.11 | 0.07 | 94 | Energy |
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