Looking to diversify beyond USOI? The ETFs below have historically moved differently from USOI, 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 USOI
1598 ETFs have low correlation with USOI (below 0.3), 1514 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Avantis Short-Term Fixed Income ETF | -0.40 | — | — | 57 | Short-Term Bond | USOI vs AVSF | |
| iShares Core 1-5 Year USD Bond ETF | -0.38 | — | — | 66 | Short-Term Bond | USOI vs ISTB | |
| Dimensional Short-Duration Fixed Income ETF | -0.38 | -0.25 | -0.25 | 60 | Short-Term Bond | USOI vs DFSD | |
| Astoria Dynamic Core US Fixed Income ETF | -0.38 | — | — | 51 | Multisector Bonds | USOI vs AGGA | |
| Vanguard Short-Term Bond Index Fund ETF Shares | -0.37 | — | — | 54 | Short-Term Bond | USOI vs BSV |
To view more results, upgrade your current subscription plan.
Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for USOI, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| BlackRock Capital Allocation Term Trust | -0.17 | — | — | 95 | Financial Services | |
| BlackRock Enhanced Large Cap Core Fund, Inc. | -0.11 | -0.04 | -0.04 | 88 | ||
| Cohen & Steers Quality Income Realty Fund, Inc. | -0.07 | -0.02 | -0.02 | 64 | Financial Services | |
| Trinity Capital Inc. | -0.06 | 0.02 | 0.02 | 86 | Financial Services | |
| Agree Realty Corporation | -0.05 | -0.09 | -0.09 | 53 | Real Estate |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements USOI
Add USOI to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with USOI