Looking to diversify beyond VSGIX? The mutual funds below have historically moved differently from VSGIX, 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 VSGIX
4 mutual funds have low correlation with VSGIX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX) (Inflation-Protected Bonds) with a 1Y correlation of 0.07, roughly unchanged from 0.15 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 0.07 | 0.10 | 0.15 | 91 | Inflation-Protected Bonds | VSGIX vs VTSPX | |
| DFA One Year Fixed Income Portfolio | 0.12 | 0.03 | 0.05 | 100 | Ultrashort Bond | VSGIX vs DFIHX | |
| Vanguard Short-Term Bond Index Fund Institutional ... | 0.23 | 0.13 | 0.14 | 57 | Total Bond Market | VSGIX vs VBIPX | |
| DFA Real Estate Securities Portfolio Class I | 0.25 | 0.46 | 0.56 | 53 | REIT | VSGIX vs DFREX | |
| Vanguard Short-Term Investment-Grade Fund Institut... | 0.31 | 0.18 | 0.19 | 74 | Total Bond Market | VSGIX vs VFSIX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements VSGIX
Add VSGIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with VSGIX