Looking to diversify beyond VGSIX? The mutual funds below have historically moved differently from VGSIX, 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 VGSIX
12 mutual funds have low correlation with VGSIX (below 0.3), 1 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.22 | — | — | 99 | REIT | VGSIX vs QREARX | |
| Redwood Real Estate Income Fund | 0.03 | — | — | 100 | REIT | VGSIX vs CREMX | |
| Vanguard Tax-Exempt Bond Index Fund Admiral Shares | 0.23 | 0.27 | 0.23 | 77 | Municipal Bonds | VGSIX vs VTEAX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.23 | 0.44 | 0.58 | 63 | Large Cap Blend Equities | VGSIX vs VFFSX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.23 | 0.45 | 0.58 | 63 | S&P 500, Large Cap Blend Equities | VGSIX vs VIIIX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VGSIX, 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 Realty Income Corporation (O) (Real Estate) with a 1Y correlation of 0.68, roughly unchanged from 0.74 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Realty Income Corporation | 0.68 | 0.69 | 0.74 | 77 | Real Estate |
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