Looking to diversify beyond VFIRX? The mutual funds below have historically moved differently from VFIRX, 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 VFIRX
14 mutual funds have low correlation with VFIRX (below 0.3), 1 of which are negatively correlated. The least correlated is Vanguard Commodity Strategy Fund Admiral Shares (VCMDX) (Commodities) with a 1Y correlation of -0.21, down from 0.03 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Commodity Strategy Fund Admiral Shares | -0.21 | -0.05 | 0.03 | 69 | Commodities | VFIRX vs VCMDX | |
| Vanguard Value Index Fund Admiral Shares | 0.19 | 0.11 | 0.06 | 94 | Large Cap Value Equities | VFIRX vs VVIAX | |
| Vanguard 500 Index Fund Admiral Shares | 0.23 | 0.10 | 0.07 | 59 | S&P 500, Large Cap Blend Equities | VFIRX vs VFIAX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.23 | 0.10 | 0.07 | 59 | S&P 500, Large Cap Blend Equities | VFIRX vs VIIIX | |
| DFA U.S. Large Company Portfolio | 0.24 | 0.10 | 0.07 | 61 | Large Cap Blend Equities | VFIRX vs DFUSX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VFIRX, 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 NVIDIA Corporation (NVDA) (Technology) with a 1Y correlation of -0.04, roughly unchanged from -0.02 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| NVIDIA Corporation | -0.04 | -0.06 | -0.02 | 61 | Technology |
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