Looking to diversify beyond VFSIX? The mutual funds below have historically moved differently from VFSIX, 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 VFSIX
12 mutual funds have low correlation with VFSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Baird Ultra Short Bond Fund Institutional Class (BUBIX) (Ultrashort Bond) with a 1Y correlation of 0.16, down from 0.29 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Baird Ultra Short Bond Fund Institutional Class | 0.16 | 0.25 | 0.29 | 99 | Ultrashort Bond | VFSIX vs BUBIX | |
| DFA Emerging Markets Portfolio | 0.20 | 0.10 | 0.11 | 66 | Emerging Markets Equities | VFSIX vs DFEMX | |
| DFA One Year Fixed Income Portfolio | 0.20 | 0.07 | 0.35 | 100 | Ultrashort Bond | VFSIX vs DFIHX | |
| DFA U.S. Large Cap Value Portfolio | 0.23 | 0.15 | 0.11 | 95 | Large Cap Value Equities | VFSIX vs DFLVX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.25 | -0.11 | -0.22 | 99 | Total Bond Market | VFSIX vs JSOSX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VFSIX, 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 Apple Inc (AAPL) (Technology) with a 1Y correlation of 0.15, roughly unchanged from 0.13 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Apple Inc | 0.15 | 0.14 | 0.13 | 89 | Technology |
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