Looking to diversify beyond VGSIX? The mutual funds below have the lowest correlation with VGSIX — 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 VGSIX.
Best Diversifiers for VGSIX
12 mutual funds have low correlation with VGSIX (below 0.3), 2 of which are negatively correlated. The least correlated is TIAA Real Estate Account (QREARX) (REIT) with a 1Y correlation of -0.21, roughly unchanged from -0.14 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.21 | -0.14 | -0.14 | 99 | REIT | VGSIX vs QREARX | |
| Vanguard Information Technology Index Fund Admiral... | -0.01 | 0.22 | 0.41 | 55 | Technology Equities | VGSIX vs VITAX | |
| Redwood Real Estate Income Fund | 0.05 | — | — | 100 | REIT | VGSIX vs CREMX | |
| Vanguard Tax-Exempt Bond Index Fund Admiral Shares | 0.22 | 0.28 | 0.22 | 79 | Municipal Bonds | VGSIX vs VTEAX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.24 | 0.45 | 0.59 | 65 | S&P 500, Large Cap Blend Equities | VGSIX vs VIIIX |
To view more results, upgrade your current subscription plan.
Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VGSIX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VGSIX and solid risk/return profiles. The least correlated is Realty Income Corporation (O) (Real Estate) with a 1Y correlation of 0.68, roughly unchanged from 0.74 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Realty Income Corporation | 0.68 | 0.69 | 0.74 | 74 | Real Estate |
Build a portfolio that complements VGSIX
Add VGSIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with VGSIX