Looking to diversify beyond VBTLX? The mutual funds below have the lowest correlation with VBTLX — 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 VBTLX.
Best Diversifiers for VBTLX
124 mutual funds have low correlation with VBTLX (below 0.3), 7 of which are negatively correlated. The least correlated is Fidelity Select Energy Portfolio (FSENX) (Energy Equities) with a 1Y correlation of -0.26, down from -0.11 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity Select Energy Portfolio | -0.26 | -0.07 | -0.11 | 79 | Energy Equities | VBTLX vs FSENX | |
| Vanguard Energy Index Fund Admiral Shares | -0.25 | -0.07 | -0.12 | 58 | Energy Equities | VBTLX vs VENAX | |
| Vanguard Commodity Strategy Fund Admiral Shares | -0.18 | 0.01 | 0.03 | 70 | Commodities | VBTLX vs VCMDX | |
| Vanguard Market Neutral Fund Institutional Shares | -0.13 | -0.14 | -0.19 | 63 | Long-Short | VBTLX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | -0.13 | -0.15 | -0.19 | 62 | Long-Short | VBTLX vs VMNFX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VBTLX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VBTLX and solid risk/return profiles. The least correlated is Exxon Mobil Corporation (XOM) (Energy) with a 1Y correlation of -0.26, down from -0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Exxon Mobil Corporation | -0.26 | -0.08 | -0.12 | 85 | Energy | |
| ConocoPhillips Company | -0.25 | -0.11 | -0.13 | 76 | Energy | |
| BP p.l.c. | -0.24 | -0.09 | -0.13 | 87 | Energy | |
| Chevron Corporation | -0.22 | -0.07 | -0.11 | 83 | Energy | |
| Energy Transfer LP | -0.18 | -0.02 | -0.05 | 69 | Energy |
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