Looking to diversify beyond VDEQX? The mutual funds below have historically moved differently from VDEQX, 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 VDEQX
1 mutual funds have low correlation with VDEQX (below 0.3), 1 of which are negatively correlated. The least correlated is Vanguard Energy Fund Admiral Shares (VGELX) (Energy Equities) with a 1Y correlation of -0.03, down from 0.39 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Energy Fund Admiral Shares | -0.03 | 0.23 | 0.39 | 91 | Energy Equities | VDEQX vs VGELX | |
| Vanguard Short-Term Investment-Grade Fund Admiral ... | 0.35 | 0.18 | 0.17 | 74 | Total Bond Market | VDEQX vs VFSUX | |
| DFA Short-Term Extended Quality Portfolio | 0.42 | 0.18 | 0.15 | 98 | Short-Term Bond | VDEQX vs DFEQX | |
| Vanguard Value Index Fund Admiral Shares | 0.64 | 0.73 | 0.77 | 93 | Large Cap Value Equities | VDEQX vs VVIAX | |
| Vanguard Equity Income Fund Investor Shares | 0.64 | 0.71 | 0.75 | 84 | Dividend, Large Cap Value Equities | VDEQX vs VEIPX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VDEQX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Honeywell International Inc (HON) (Industrials) with a 1Y correlation of 0.40, down from 0.56 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Honeywell International Inc | 0.40 | 0.46 | 0.56 | 60 | Industrials | |
| HSBC Holdings plc | 0.54 | 0.49 | 0.47 | 96 | Financial Services |
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