Looking to diversify beyond VBIMX? The mutual funds below have the lowest correlation with VBIMX — 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 VBIMX.
Best Diversifiers for VBIMX
6 mutual funds have low correlation with VBIMX (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 0.15, 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... | 0.15 | 0.11 | 0.10 | 65 | Technology Equities | VBIMX vs VITAX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.21 | -0.21 | -0.26 | 99 | Total Bond Market | VBIMX vs JSOSX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.29 | 0.20 | 0.13 | 66 | S&P 500, Large Cap Blend Equities | VBIMX vs VIIIX | |
| Vanguard Institutional Index Fund Institutional Sh... | 0.29 | 0.20 | 0.13 | 66 | S&P 500, Large Cap Blend Equities | VBIMX vs VINIX | |
| Vanguard 500 Index Fund Admiral Shares | 0.29 | 0.19 | 0.13 | 66 | S&P 500, Large Cap Blend Equities | VBIMX vs VFIAX |
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