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
1 mutual funds have low correlation with VADGX (below 0.3), 0 of which are negatively correlated. The least correlated is Goehring & Rozencwajg Resources Fund (GRHIX) (Energy Equities) with a 1Y correlation of 0.21, roughly unchanged from 0.27 over 3 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goehring & Rozencwajg Resources Fund | 0.21 | 0.27 | — | 82 | Energy Equities | VADGX vs GRHIX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.31 | 0.12 | — | 73 | Large Cap Blend Equities | VADGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.35 | 0.28 | — | 72 | Large Cap Blend Equities | VADGX vs ORDNX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 0.44 | 0.53 | 0.65 | 68 | Dividend | VADGX vs SVAAX | |
| Fidelity Advisor Growth Opportunities Fund Class I | 0.47 | 0.48 | — | 52 | Large Cap Growth Equities | VADGX vs FAGCX |
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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 0.53 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Apple Inc | 0.43 | 0.41 | 0.53 | 89 | Technology |
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