Looking to balance out your exposure to VALU? The ETFs below have historically moved differently from VALU, 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 VALU
1 ETFs have low correlation with VALU (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard S&P 500 ETF (VOO) (S&P 500) with a 1Y correlation of 0.13, roughly unchanged from 0.21 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 0.13 | 0.18 | 0.21 | 78 | S&P 500 | VALU vs VOO |
Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VALU, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Occidental Petroleum Corporation (OXY) (Energy) with a 1Y correlation of -0.10, down from 0.08 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Occidental Petroleum Corporation | -0.10 | 0.02 | 0.08 | 68 | Energy | |
| Chord Energy Corp | -0.10 | 0.01 | 0.07 | 71 | Energy | |
| Navigator Holdings Ltd. | -0.07 | -0.03 | 0.05 | 80 | Energy | |
| Cboe Global Markets, Inc. | -0.05 | -0.04 | 0.04 | 62 | Financial Services | |
| Teekay Tankers Ltd. | -0.04 | -0.03 | 0.00 | 93 | Energy |
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