Looking to diversify beyond VIPSX? The mutual funds below have the lowest correlation with VIPSX — 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 VIPSX.
Best Diversifiers for VIPSX
20 mutual funds have low correlation with VIPSX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Information Technology Index Fund Admiral Shares (VITAX) (Technology Equities) with a 1Y correlation of 0.11, roughly unchanged from 0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.11 | 0.11 | 0.12 | 53 | Technology Equities | VIPSX vs VITAX | |
| SEI Multi-Asset Real Return Fund Class A | 0.11 | 0.27 | 0.32 | 67 | Inflation-Protected Bonds | VIPSX vs SEIAX | |
| Great-West Emerging Markets Equity Fund | 0.16 | 0.16 | 0.12 | 77 | Emerging Markets Diversified | VIPSX vs MXEOX | |
| Vanguard PRIMECAP Core Fund | 0.19 | 0.19 | 0.15 | 94 | Large Cap Blend Equities, Actively Managed | VIPSX vs VPCCX | |
| Schwab Fundamental US Large Company Index Fund | 0.20 | 0.20 | 0.16 | 92 | Large Cap Value Equities | VIPSX vs SFLNX |
To view more results, upgrade your current subscription plan.
Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VIPSX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VIPSX and solid risk/return profiles. The least correlated is Delta Air Lines, Inc. (DAL) (Industrials) with a 1Y correlation of 0.12, roughly unchanged from 0.07 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Delta Air Lines, Inc. | 0.12 | 0.08 | 0.07 | 83 | Industrials | |
| American Airlines Group Inc. | 0.13 | 0.06 | 0.05 | 64 | Industrials | |
| United Airlines Holdings, Inc. | 0.16 | 0.07 | 0.05 | 70 | Industrials | |
| Southwest Airlines Co. | 0.23 | 0.12 | 0.09 | 66 | Industrials |
Build a portfolio that complements VIPSX
Add VIPSX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with VIPSX