Looking to diversify beyond VBMFX? The mutual funds below have historically moved differently from VBMFX, 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 VBMFX
9 mutual funds have low correlation with VBMFX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA One Year Fixed Income Portfolio (DFIHX) (Ultrashort Bond) with a 1Y correlation of 0.17, down from 0.29 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA One Year Fixed Income Portfolio | 0.17 | 0.04 | 0.29 | 100 | Ultrashort Bond | VBMFX vs DFIHX | |
| DFA U.S. Large Cap Value Portfolio | 0.23 | 0.19 | 0.10 | 95 | Large Cap Value Equities | VBMFX vs DFLVX | |
| DFA U.S. Small Cap Value Portfolio I | 0.25 | 0.20 | 0.10 | 85 | Small Cap Value Equities | VBMFX vs DFSVX | |
| DFA Real Estate Securities Portfolio Class I | 0.27 | 0.38 | 0.30 | 53 | REIT | VBMFX vs DFREX | |
| Vanguard Value Index Fund Institutional Shares | 0.27 | 0.23 | 0.14 | 93 | Large Cap Value Equities | VBMFX vs VIVIX |
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