Looking to diversify beyond VEXRX? The mutual funds below have the lowest correlation with VEXRX — 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 VEXRX.
Best Diversifiers for VEXRX
2 mutual funds have low correlation with VEXRX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX) (Inflation-Protected Bonds) with a 1Y correlation of 0.04, down from 0.15 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 0.04 | 0.11 | 0.15 | 89 | Inflation-Protected Bonds | VEXRX vs VTSPX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.25 | 0.16 | 0.16 | 100 | Total Bond Market | VEXRX vs VUSFX | |
| Vanguard Short-Term Investment-Grade Fund Institut... | 0.31 | 0.20 | 0.17 | 60 | Total Bond Market | VEXRX vs VFSIX | |
| Vanguard Short-Term Investment-Grade Fund Admiral ... | 0.31 | 0.20 | 0.17 | 60 | Total Bond Market | VEXRX vs VFSUX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 0.35 | 0.25 | 0.22 | 78 | Corporate Bonds | VEXRX vs VSCSX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VEXRX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VEXRX and solid risk/return profiles. The least correlated is QUALCOMM Incorporated (QCOM) (Technology) with a 1Y correlation of 0.53, down from 0.64 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| QUALCOMM Incorporated | 0.53 | 0.58 | 0.64 | 71 | Technology |
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