Looking to diversify beyond VSIAX? The mutual funds below have historically moved differently from VSIAX, 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 VSIAX
20 mutual funds have low correlation with VSIAX (below 0.3), 4 of which are negatively correlated. The least correlated is Vanguard Market Neutral Fund Investor Shares (VMNFX) (Long-Short) with a 1Y correlation of -0.13, down from -0.01 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Market Neutral Fund Investor Shares | -0.13 | -0.08 | -0.01 | 97 | Long-Short | VSIAX vs VMNFX | |
| Vanguard Commodity Strategy Fund Admiral Shares | -0.04 | 0.08 | 0.19 | 68 | Commodities | VSIAX vs VCMDX | |
| PIMCO Commodity Real Return Strategy Fund | -0.03 | 0.07 | 0.18 | 69 | Commodities | VSIAX vs PCRIX | |
| AQR Managed Futures Strategy Fund Class N | -0.01 | -0.06 | -0.14 | 89 | Systematic Trend | VSIAX vs AQMNX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.08 | 0.12 | 0.15 | 91 | Inflation-Protected Bonds | VSIAX vs VTAPX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VSIAX, 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 Altria Group, Inc. (MO) (Consumer Defensive) with a 1Y correlation of -0.07, down from 0.24 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Altria Group, Inc. | -0.07 | 0.12 | 0.24 | 66 | Consumer Defensive | |
| Exxon Mobil Corporation | -0.05 | 0.19 | 0.32 | 84 | Energy | |
| Chevron Corporation | -0.05 | 0.21 | 0.34 | 80 | Energy | |
| BP p.l.c. | -0.04 | 0.19 | 0.34 | 84 | Energy | |
| Occidental Petroleum Corporation | -0.03 | 0.22 | 0.34 | 70 | Energy |
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