Looking to balance out your exposure to VRTS? The ETFs below have historically moved differently from VRTS, 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 VRTS
0 ETFs have low correlation with VRTS (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard S&P 500 ETF (VOO) (S&P 500) with a 1Y correlation of 0.38, down from 0.60 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 0.38 | 0.47 | 0.60 | 68 | S&P 500 | VRTS vs VOO | |
| State Street SPDR S&P 500 ETF | 0.38 | 0.47 | 0.60 | 67 | S&P 500 | VRTS vs SPY | |
| Vanguard Mid-Cap ETF | 0.48 | 0.58 | 0.67 | 51 | Mid Cap Blend Equities | VRTS vs VO | |
| Vanguard Small-Cap ETF | 0.48 | 0.61 | 0.69 | 69 | Small Cap Blend Equities | VRTS vs VB | |
| State Street SPDR Dow Jones Industrial Average ETF... | 0.50 | 0.57 | 0.63 | 70 | Large Cap Blend Equities | VRTS vs DIA |
Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VRTS, 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 CF Industries Holdings, Inc. (CF) (Basic Materials) with a 1Y correlation of -0.03, down from 0.16 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| CF Industries Holdings, Inc. | -0.03 | 0.11 | 0.16 | 72 | Basic Materials | |
| Exxon Mobil Corporation | -0.02 | 0.16 | 0.23 | 84 | Energy | |
| CVR Energy, Inc. | -0.01 | 0.16 | 0.21 | 64 | Energy | |
| Eaton Corporation plc | 0.04 | 0.25 | 0.37 | 53 | Industrials | |
| Monster Beverage Corporation | 0.07 | 0.15 | 0.28 | 94 | Consumer Defensive |
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