Looking to diversify beyond VBIPX? The mutual funds below have historically moved differently from VBIPX, 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 VBIPX
14 mutual funds have low correlation with VBIPX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA U.S. Large Cap Value Portfolio (DFLVX) (Large Cap Value Equities) with a 1Y correlation of 0.15, roughly unchanged from 0.07 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Large Cap Value Portfolio | 0.15 | 0.10 | 0.07 | 95 | Large Cap Value Equities | VBIPX vs DFLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.18 | 0.14 | 0.11 | 93 | Large Cap Value Equities | VBIPX vs VIVIX | |
| DFA One Year Fixed Income Portfolio | 0.18 | 0.06 | 0.35 | 100 | Ultrashort Bond | VBIPX vs DFIHX | |
| DFA U.S. Small Cap Value Portfolio I | 0.20 | 0.13 | 0.09 | 85 | Small Cap Value Equities | VBIPX vs DFSVX | |
| DFA Real Estate Securities Portfolio Class I | 0.23 | 0.31 | 0.26 | 53 | REIT | VBIPX vs DFREX |
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