Looking to diversify beyond VEDTX? The mutual funds below have historically moved differently from VEDTX, 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 VEDTX
8 mutual funds have low correlation with VEDTX (below 0.3), 1 of which are negatively correlated. The least correlated is GMO U.S. Treasury Fund (GUSTX) (Government Bonds) with a 1Y correlation of -0.09, roughly unchanged from -0.00 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | -0.09 | -0.02 | -0.00 | 99 | Government Bonds | VEDTX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | 0.10 | 0.40 | 0.39 | 99 | Government Bonds | VEDTX vs FEUGX | |
| Vanguard 500 Index Fund Admiral Shares | 0.21 | 0.17 | 0.08 | 75 | S&P 500, Large Cap Blend Equities | VEDTX vs VFIAX | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | 0.22 | 0.18 | 0.09 | 76 | Large Cap Blend Equities | VEDTX vs VTSAX | |
| DFA Short-Term Government Portfolio | 0.24 | 0.08 | 0.27 | 99 | Government Bonds | VEDTX vs DFFGX |
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