Looking to diversify beyond VIGIX? The mutual funds below have historically moved differently from VIGIX, 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 VIGIX
60 mutual funds have low correlation with VIGIX (below 0.3), 4 of which are negatively correlated. The least correlated is Vanguard Energy Index Fund Admiral Shares (VENAX) (Energy Equities) with a 1Y correlation of -0.21, down from 0.16 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 | -0.21 | 0.02 | 0.16 | 72 | Energy Equities | VIGIX vs VENAX | |
| Fidelity Select Energy Portfolio | -0.17 | 0.06 | 0.19 | 87 | Energy Equities | VIGIX vs FSENX | |
| Vanguard Energy Fund Admiral Shares | -0.15 | 0.06 | 0.23 | 91 | Energy Equities | VIGIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | -0.14 | 0.06 | 0.23 | 91 | Energy Equities | VIGIX vs VGENX | |
| DFA Real Estate Securities Portfolio Class I | 0.01 | 0.22 | 0.42 | 53 | REIT | VIGIX vs DFREX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VIGIX, 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 Altria Group, Inc. (MO) (Consumer Defensive) with a 1Y correlation of -0.36, down from -0.02 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Altria Group, Inc. | -0.36 | -0.15 | -0.02 | 66 | Consumer Defensive | |
| Duke Energy Corporation | -0.35 | -0.18 | -0.03 | 56 | Utilities | |
| Chubb Limited | -0.32 | -0.09 | 0.11 | 89 | Financial Services | |
| The Coca-Cola Company | -0.31 | -0.12 | 0.10 | 90 | Consumer Defensive | |
| Chevron Corporation | -0.30 | -0.07 | 0.09 | 80 | Energy |
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