Looking to balance out your exposure to VALU? The ETFs below have the lowest correlation with VALU — they tend to move on their own, which can help reduce risk when VALU drops. The stock ideas table highlights individual companies that behave independently from VALU.
Best Diversifiers for VALU
2 ETFs have low correlation with VALU (below 0.3), 0 of which are negatively correlated. The least correlated is iShares MSCI USA Momentum Factor ETF (MTUM) (Momentum) with a 1Y correlation of 0.26, roughly unchanged from 0.21 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| iShares MSCI USA Momentum Factor ETF | 0.26 | 0.18 | 0.21 | 67 | Momentum, Large Cap Blend Equities | VALU vs MTUM | |
| Vanguard S&P 500 ETF | 0.27 | 0.18 | 0.22 | 70 | S&P 500 | VALU vs VOO |
Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VALU, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VALU and solid risk/return profiles. The least correlated is Chord Energy Corp (CHRD) (Energy) with a 1Y correlation of -0.13, down from 0.07 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Chord Energy Corp | -0.13 | -0.01 | 0.07 | 75 | Energy | |
| Cboe Global Markets, Inc. | -0.04 | -0.02 | 0.05 | 68 | Financial Services | |
| Teekay Corporation | -0.03 | -0.02 | 0.04 | 84 | Energy | |
| Altria Group, Inc. | -0.00 | -0.00 | 0.07 | 69 | Consumer Defensive | |
| Duke Energy Corporation | 0.00 | -0.01 | 0.04 | 53 | Utilities |
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