Looking to diversify beyond VBIIX? The mutual funds below have historically moved differently from VBIIX, 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 VBIIX
1 mutual funds have low correlation with VBIIX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Value Index Fund Investor Shares (VIVAX) (Large Cap Value Equities) with a 1Y correlation of 0.28, up from 0.13 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Value Index Fund Investor Shares | 0.28 | 0.22 | 0.13 | 93 | Large Cap Value Equities | VBIIX vs VIVAX | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | 0.31 | 0.21 | 0.15 | 64 | Large Cap Blend Equities | VBIIX vs VTSAX | |
| Vanguard 500 Index Fund Admiral Shares | 0.31 | 0.20 | 0.14 | 63 | S&P 500, Large Cap Blend Equities | VBIIX vs VFIAX | |
| Schwab S&P 500 Index Fund | 0.31 | 0.20 | 0.14 | 63 | Large Cap Blend Equities, S&P 500 | VBIIX vs SWPPX | |
| Vanguard Total Stock Market Index Fund Investor Sh... | 0.32 | 0.21 | 0.15 | 63 | Large Cap Blend Equities | VBIIX vs VTSMX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VBIIX, 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 Berkshire Hathaway Inc. Class A (BRK-A) (Financial Services) with a 1Y correlation of 0.11, roughly unchanged from 0.04 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. Class A | 0.11 | 0.09 | 0.04 | 58 | Financial Services |
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