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
6 mutual funds have low correlation with VASGX (below 0.3), 2 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.18, down from 0.11 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.18 | -0.02 | 0.11 | 58 | Diversified Portfolio | VASGX vs SIFAX | |
| Fidelity Select Energy Portfolio | -0.04 | 0.22 | 0.35 | 62 | Energy Equities | VASGX vs FSENX | |
| MH Elite Small Cap Fund of Funds Fund | 0.01 | 0.14 | 0.49 | 69 | Diversified Portfolio | VASGX vs MHELX | |
| Vanguard Energy Fund Admiral Shares | 0.08 | 0.32 | 0.46 | 78 | Energy Equities | VASGX vs VGELX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.12 | 0.18 | 0.22 | 90 | Inflation-Protected Bonds | VASGX vs VTAPX |
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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 Waste Management, Inc. (WM) (Industrials) with a 1Y correlation of -0.18, down from 0.22 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Waste Management, Inc. | -0.18 | 0.08 | 0.22 | 53 | Industrials | |
| Altria Group, Inc. | -0.17 | 0.04 | 0.14 | 81 | Consumer Defensive | |
| Exxon Mobil Corporation | -0.17 | 0.05 | 0.19 | 75 | Energy | |
| Chubb Limited | -0.16 | 0.08 | 0.26 | 86 | Financial Services | |
| The Coca-Cola Company | -0.16 | 0.06 | 0.21 | 83 | Consumer Defensive |
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