Looking to diversify beyond VSIGX? The mutual funds below have historically moved differently from VSIGX, 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 VSIGX
9 mutual funds have low correlation with VSIGX (below 0.3), 0 of which are negatively correlated. The least correlated is GMO U.S. Treasury Fund (GUSTX) (Government Bonds) with a 1Y correlation of 0.12, roughly unchanged from 0.07 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.12 | 0.08 | 0.07 | 99 | Government Bonds | VSIGX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | 0.21 | 0.47 | 0.47 | 99 | Government Bonds | VSIGX vs FEUGX | |
| Fidelity 500 Index Fund | 0.24 | 0.14 | 0.09 | 64 | S&P 500 | VSIGX vs FXAIX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.24 | 0.20 | 0.11 | 89 | Mid Cap Value Equities | VSIGX vs VMVAX | |
| Vanguard 500 Index Fund Admiral Shares | 0.25 | 0.14 | 0.09 | 63 | S&P 500, Large Cap Blend Equities | VSIGX vs VFIAX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VSIGX, 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 0.08, roughly unchanged from 0.01 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 0.08 | 0.06 | 0.01 | 61 | Financial Services |
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