Looking to diversify beyond VSMVX? The mutual funds below have the lowest correlation with VSMVX — 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 VSMVX.
Best Diversifiers for VSMVX
1 mutual funds have low correlation with VSMVX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Clover Small Value Fund (VSFAX) (Small Cap Value Equities) with a 1Y correlation of 0.27, down from 0.78 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Clover Small Value Fund | 0.27 | 0.63 | 0.78 | 53 | Small Cap Value Equities | VSMVX vs VSFAX | |
| Aegis Value Fund | 0.45 | 0.48 | 0.56 | 87 | Small Cap Value Equities | VSMVX vs AVALX | |
| Vanguard Information Technology Index Fund Admiral... | 0.49 | 0.52 | 0.59 | 65 | Technology Equities | VSMVX vs VITAX | |
| Fidelity Growth Company Fund | 0.50 | 0.52 | 0.61 | 74 | Large Cap Growth Equities | VSMVX vs FDGRX | |
| Vanguard Wellington Fund Investor Shares | 0.63 | 0.66 | 0.71 | 67 | Diversified Portfolio | VSMVX vs VWELX |
See all 89 diversifiers for VSMVX
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