Looking to balance out your exposure to VAL? The ETFs below have the lowest correlation with VAL — they tend to move on their own, which can help reduce risk when VAL drops. The stock ideas table highlights individual companies that behave independently from VAL.
Best Diversifiers for VAL
10 ETFs have low correlation with VAL (below 0.3), 1 of which are negatively correlated. The least correlated is PIMCO Enhanced Short Maturity Active ETF (MINT) (Ultrashort Bond) with a 1Y correlation of -0.01, roughly unchanged from 0.02 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| PIMCO Enhanced Short Maturity Active ETF | -0.01 | 0.04 | 0.02 | 100 | Ultrashort Bond | VAL vs MINT | |
| iShares 0-5 Year TIPS Bond ETF | 0.04 | 0.05 | 0.11 | 91 | Inflation-Protected Bonds | VAL vs STIP | |
| Invesco S&P 500 Momentum ETF | 0.09 | 0.17 | 0.30 | 51 | Momentum, S&P 500 | VAL vs SPMO | |
| Vanguard S&P 500 ETF | 0.13 | 0.22 | 0.30 | 66 | S&P 500 | VAL vs VOO | |
| Vanguard FTSE Pacific ETF | 0.18 | 0.26 | 0.32 | 67 | Asia Pacific Equities | VAL vs VPL |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VAL, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VAL and solid risk/return profiles. The least correlated is Copa Holdings, S.A. (CPA) (Industrials) with a 1Y correlation of -0.06, down from 0.16 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Copa Holdings, S.A. | -0.06 | 0.10 | 0.16 | 73 | Industrials | |
| Bruker Corporation | -0.00 | 0.11 | 0.14 | 67 | Healthcare | |
| Amazon.com, Inc | 0.01 | 0.10 | 0.15 | 56 | Consumer Cyclical | |
| Visa Inc. | 0.02 | 0.05 | 0.15 | 50 | Financial Services | |
| PepsiCo, Inc. | 0.02 | 0.04 | 0.06 | 53 | Consumer Defensive |
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