Looking to diversify beyond VFINX? The mutual funds below have the lowest correlation with VFINX — 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 VFINX.
Best Diversifiers for VFINX
6 mutual funds have low correlation with VFINX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) (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 | 0.09 | 0.15 | 89 | Inflation-Protected Bonds | VFINX vs VTAPX | |
| AQR Managed Futures Strategy Fund | 0.13 | 0.07 | -0.08 | 90 | Systematic Trend | VFINX vs AQMIX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.20 | 0.07 | 0.07 | 99 | Ultrashort Bond | VFINX vs PRTBX | |
| Pioneer Securitized Income Fund | 0.21 | 0.13 | 0.11 | 73 | Nontraditional Bonds | VFINX vs SYFFX | |
| T. Rowe Price Global Multi-Sector Bond Fund | 0.28 | 0.21 | 0.18 | 91 | Global Bonds | VFINX vs PRSNX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VFINX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VFINX and solid risk/return profiles. The least correlated is Altria Group, Inc. (MO) (Consumer Defensive) with a 1Y correlation of -0.20, down from 0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Altria Group, Inc. | -0.20 | -0.00 | 0.12 | 70 | Consumer Defensive | |
| Exxon Mobil Corporation | -0.18 | 0.05 | 0.19 | 68 | Energy | |
| The Coca-Cola Company | -0.15 | 0.05 | 0.22 | 74 | Consumer Defensive | |
| Chevron Corporation | -0.14 | 0.08 | 0.21 | 68 | Energy | |
| Duke Energy Corporation | -0.13 | 0.00 | 0.11 | 62 | Utilities |
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