Looking to diversify beyond VSPGX? The mutual funds below have historically moved differently from VSPGX, 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 VSPGX
0 mutual funds have low correlation with VSPGX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) (Large Cap Value Equities) with a 1Y correlation of 0.48, down from 0.67 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 Value Index Fund Institutional Sh... | 0.48 | 0.54 | 0.67 | 88 | Large Cap Value Equities | VSPGX vs VSPVX | |
| Provident Trust Strategy Fund | 0.52 | 0.66 | 0.78 | 60 | Large Cap Growth Equities | VSPGX vs PROVX | |
| Vanguard Russell 1000 Value Index Fund Institution... | 0.54 | 0.56 | 0.68 | 97 | Large Cap Value Equities | VSPGX vs VRVIX | |
| Davis New York Venture Fund Class Y | 0.62 | 0.69 | 0.75 | 95 | Large Cap Growth Equities | VSPGX vs DNVYX | |
| ICON Equity Fund | 0.66 | 0.60 | 0.70 | 84 | Large Cap Growth Equities | VSPGX vs IOLZX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VSPGX, 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 -0.10, down from 0.37 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | -0.10 | 0.16 | 0.37 | 67 | Financial Services |
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