Looking to diversify beyond VSMVX? The mutual funds below have historically moved differently from VSMVX, 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 VSMVX
0 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 0.34, down from 0.78 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Clover Small Value Fund | 0.34 | 0.62 | 0.78 | 71 | Small Cap Value Equities | VSMVX vs VSFAX | |
| Aegis Value Fund Class I | 0.40 | 0.45 | 0.54 | 94 | Small Cap Value Equities | VSMVX vs AVALX | |
| Vanguard Total International Stock Index Fund Admi... | 0.61 | 0.65 | 0.68 | 72 | Foreign Large Cap Equities | VSMVX vs VTIAX | |
| Vanguard Wellington Fund Investor Shares | 0.64 | 0.66 | 0.71 | 57 | Diversified Portfolio | VSMVX vs VWELX | |
| Vanguard Wellington Fund Admiral Shares | 0.64 | 0.66 | 0.71 | 58 | Diversified Portfolio | VSMVX vs VWENX |
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