Looking to diversify beyond VCSAX? The mutual funds below have historically moved differently from VCSAX, 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 VCSAX
15 mutual funds have low correlation with VCSAX (below 0.3), 8 of which are negatively correlated. The least correlated is AQR Long-Short Equity Fund Class N (QLENX) (Long-Short) with a 1Y correlation of -0.19, down from 0.13 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Long-Short Equity Fund Class N | -0.19 | 0.01 | 0.13 | 75 | Long-Short, Actively Managed | VCSAX vs QLENX | |
| Vanguard Institutional Index Fund Institutional Pl... | -0.07 | 0.25 | 0.43 | 63 | S&P 500, Large Cap Blend Equities | VCSAX vs VIIIX | |
| Vanguard 500 Index Fund Admiral Shares | -0.07 | 0.25 | 0.43 | 63 | S&P 500, Large Cap Blend Equities | VCSAX vs VFIAX | |
| Fidelity 500 Index Fund | -0.07 | 0.25 | 0.43 | 64 | S&P 500 | VCSAX vs FXAIX | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | -0.07 | 0.26 | 0.43 | 64 | Large Cap Blend Equities | VCSAX vs VTSAX |
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