Looking to diversify beyond VBITX? The mutual funds below have the lowest correlation with VBITX — 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 VBITX.
Best Diversifiers for VBITX
18 mutual funds have low correlation with VBITX (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 0.07, roughly unchanged from 0.06 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.07 | 0.04 | 0.06 | 74 | Technology Equities | VBITX vs VITAX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.11 | 0.07 | 0.06 | 53 | Emerging Markets Equities | VBITX vs VEMIX | |
| PrimeCap Odyssey Aggressive Growth Fund | 0.17 | 0.11 | 0.10 | 81 | Mid Cap Growth Equities | VBITX vs POAGX | |
| JPMorgan Equity Income Fund R6 | 0.17 | 0.11 | 0.09 | 60 | Large Cap Value Equities, Dividend | VBITX vs OIEJX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.18 | 0.15 | 0.12 | 54 | Mid Cap Value Equities | VBITX vs VMVAX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VBITX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VBITX and solid risk/return profiles. The least correlated is JPMorgan Chase & Co. (JPM) (Financial Services) with a 1Y correlation of 0.05, roughly unchanged from -0.04 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. | 0.05 | -0.04 | -0.04 | 66 | Financial Services | |
| Verizon Communications Inc. | 0.06 | 0.17 | 0.14 | 56 | Communication Services | |
| Johnson & Johnson | 0.15 | 0.15 | 0.16 | 94 | Healthcare | |
| The Toronto-Dominion Bank | 0.18 | 0.11 | 0.07 | 98 | Financial Services | |
| The Coca-Cola Company | 0.18 | 0.13 | 0.14 | 62 | Consumer Defensive |
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