Looking to diversify beyond VBIIX? The mutual funds below have the lowest correlation with VBIIX — 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 VBIIX.
Best Diversifiers for VBIIX
3 mutual funds have low correlation with VBIIX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Information Technology Index Fund Admiral Shares (VITAX) (Technology Equities) with a 1Y correlation of 0.16, roughly unchanged from 0.10 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.16 | 0.12 | 0.10 | 65 | Technology Equities | VBIIX vs VITAX | |
| Vanguard 500 Index Fund Admiral Shares | 0.29 | 0.20 | 0.13 | 66 | S&P 500, Large Cap Blend Equities | VBIIX vs VFIAX | |
| Schwab S&P 500 Index Fund | 0.29 | 0.19 | 0.13 | 66 | Large Cap Blend Equities, S&P 500 | VBIIX vs SWPPX | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | 0.30 | 0.21 | 0.14 | 65 | Large Cap Blend Equities | VBIIX vs VTSAX | |
| Vanguard Total Stock Market Index Fund Investor Sh... | 0.30 | 0.21 | 0.14 | 65 | Large Cap Blend Equities | VBIIX vs VTSMX |
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