Looking to diversify beyond VGI? The mutual funds below have the lowest correlation with VGI — 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 VGI.
Best Diversifiers for VGI
8 mutual funds have low correlation with VGI (below 0.3), 0 of which are negatively correlated. The least correlated is The Merger Fund (MERFX) (Event Driven) with a 1Y correlation of 0.09, down from 0.20 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| The Merger Fund | 0.09 | 0.13 | 0.20 | 97 | Event Driven | VGI vs MERFX | |
| Rational Special Situations Income Fund | 0.16 | 0.22 | 0.20 | 98 | Multisector Bonds | VGI vs RFXIX | |
| Nationwide Amundi Strategic Income Fund | 0.18 | 0.15 | 0.12 | 99 | Multisector Bonds | VGI vs NWXHX | |
| Nationwide Strategic Income A | 0.18 | 0.15 | 0.11 | 99 | Multisector Bonds | VGI vs NWXEX | |
| Easterly Income Opportunities Fund | 0.20 | 0.26 | 0.24 | 79 | Multisector Bonds | VGI vs JSVIX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VGI, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VGI and solid risk/return profiles. The least correlated is Orchid Island Capital, Inc. (ORC) (Real Estate) with a 1Y correlation of 0.30, roughly unchanged from 0.36 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Orchid Island Capital, Inc. | 0.30 | 0.36 | 0.36 | 66 | Real Estate |
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