Looking to diversify beyond VHCIX? The mutual funds below have historically moved differently from VHCIX, 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 VHCIX
2 mutual funds have low correlation with VHCIX (below 0.3), 1 of which are negatively correlated. The least correlated is Vanguard Energy Index Fund Admiral Shares (VENAX) (Energy Equities) with a 1Y correlation of -0.03, down from 0.21 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | -0.03 | 0.14 | 0.21 | 72 | Energy Equities | VHCIX vs VENAX | |
| Vanguard 500 Index Fund Admiral Shares | 0.29 | 0.49 | 0.62 | 63 | S&P 500, Large Cap Blend Equities | VHCIX vs VFIAX | |
| Schwab S&P 500 Index Fund | 0.30 | 0.49 | 0.62 | 63 | Large Cap Blend Equities, S&P 500 | VHCIX vs SWPPX | |
| Vanguard Wellington Fund Investor Shares | 0.30 | 0.50 | 0.63 | 57 | Diversified Portfolio | VHCIX vs VWELX | |
| Vanguard Total International Stock Index Fund Admi... | 0.31 | 0.44 | 0.52 | 72 | Foreign Large Cap Equities | VHCIX vs VTIAX |
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