Looking to diversify beyond VSEQX? The mutual funds below have historically moved differently from VSEQX, 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 VSEQX
1 mutual funds have low correlation with VSEQX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Energy Opportunities Fund Admiral Shares (VGELX) (Energy Equities) with a 1Y correlation of 0.09, down from 0.51 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Energy Opportunities Fund Admiral Shares | 0.09 | 0.36 | 0.51 | 91 | Energy Equities | VSEQX vs VGELX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.51 | 0.48 | 0.50 | 55 | High Yield Bonds | VSEQX vs VWEAX | |
| Fidelity Advisor Semiconductors Fund Class A | 0.60 | 0.58 | 0.67 | 81 | Semiconductors, Technology Equities, Actively Managed | VSEQX vs FELAX | |
| Fidelity Select Semiconductors Portfolio | 0.60 | 0.59 | 0.67 | 80 | Semiconductors, Technology Equities | VSEQX vs FSELX | |
| Fidelity Select Technology Portfolio | 0.61 | 0.60 | 0.70 | 65 | Technology Equities | VSEQX vs FSPTX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VSEQX, 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 Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.13, down from 0.54 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 0.13 | 0.39 | 0.54 | 61 | Financial Services | |
| Visa Inc. | 0.23 | 0.38 | 0.49 | 55 | Financial Services |
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