Looking to diversify beyond VADGX? The mutual funds below have the lowest correlation with VADGX — 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 VADGX.
Best Diversifiers for VADGX
0 mutual funds have low correlation with VADGX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Strategic Value Dividend Fund Class A (SVAAX) (Dividend) with a 1Y correlation of 0.36, down from 0.50 over 3 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund Cla... | 0.36 | 0.50 | — | 84 | Dividend | VADGX vs SVAAX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.37 | 0.15 | 0.15 | 95 | Large Cap Blend Equities | VADGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.40 | 0.30 | — | 68 | Large Cap Blend Equities | VADGX vs ORDNX | |
| Vanguard Information Technology Index Fund Admiral... | 0.44 | 0.48 | — | 55 | Technology Equities | VADGX vs VITAX | |
| First Eagle Overseas Fund Class I | 0.54 | 0.52 | — | 61 | Large Cap Blend Equities, Foreign Large Cap Equities | VADGX vs SGOIX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VADGX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VADGX and solid risk/return profiles. The least correlated is Apple Inc (AAPL) (Technology) with a 1Y correlation of 0.43, roughly unchanged from 0.52 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Apple Inc | 0.43 | 0.41 | 0.52 | 91 | Technology |
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