Looking to diversify beyond VSGBX? The mutual funds below have the lowest correlation with VSGBX — 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 VSGBX.
Best Diversifiers for VSGBX
4 mutual funds have low correlation with VSGBX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard 500 Index Fund Admiral Shares (VFIAX) (S&P 500) with a 1Y correlation of 0.24, up from 0.09 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | 0.24 | 0.13 | 0.09 | 69 | S&P 500, Large Cap Blend Equities | VSGBX vs VFIAX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.24 | -0.11 | -0.19 | 99 | Total Bond Market | VSGBX vs JSOSX | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | 0.25 | 0.14 | 0.10 | 69 | Large Cap Blend Equities | VSGBX vs VTSAX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 0.28 | 0.35 | 0.36 | 99 | Ultrashort Bond | VSGBX vs TRBUX | |
| Vanguard Wellington Fund Investor Shares | 0.31 | 0.25 | 0.23 | 68 | Diversified Portfolio | VSGBX vs VWELX |
See all 28 diversifiers for VSGBX
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