Looking to diversify beyond VASGX? The mutual funds below have the lowest correlation with VASGX — 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 VASGX.
Best Diversifiers for VASGX
4 mutual funds have low correlation with VASGX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.04, down from 0.50 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.04 | 0.16 | 0.50 | 70 | Diversified Portfolio | VASGX vs MHELX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.09 | 0.17 | 0.21 | 84 | Inflation-Protected Bonds | VASGX vs VTAPX | |
| Vanguard Energy Fund Admiral Shares | 0.10 | 0.34 | 0.47 | 62 | Energy Equities | VASGX vs VGELX | |
| Fidelity Floating Rate High Income Fund | 0.28 | 0.31 | 0.36 | 92 | Bank Loan | VASGX vs FFRHX | |
| Vanguard Short-Term Investment-Grade Fund Institut... | 0.38 | 0.26 | 0.24 | 57 | Total Bond Market | VASGX vs VFSIX |
To view more results, upgrade your current subscription plan.
Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VASGX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VASGX and solid risk/return profiles. The least correlated is Altria Group, Inc. (MO) (Consumer Defensive) with a 1Y correlation of -0.17, down from 0.15 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Altria Group, Inc. | -0.17 | 0.04 | 0.15 | 72 | Consumer Defensive | |
| Exxon Mobil Corporation | -0.16 | 0.06 | 0.20 | 72 | Energy | |
| ConocoPhillips Company | -0.14 | 0.07 | 0.20 | 65 | Energy | |
| Chevron Corporation | -0.12 | 0.08 | 0.22 | 70 | Energy | |
| The Coca-Cola Company | -0.12 | 0.07 | 0.21 | 74 | Consumer Defensive |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements VASGX
Add VASGX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with VASGX