Looking to diversify beyond VSPGX? The mutual funds below have the lowest correlation with VSPGX — 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 VSPGX.
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 0.50, down from 0.67 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 Value Index Fund Institutional Sh... | 0.50 | 0.55 | 0.67 | 75 | Large Cap Value Equities | VSPGX vs VSPVX | |
| Baron Partners Fund | 0.53 | 0.63 | 0.71 | 55 | Large Cap Growth Equities | VSPGX vs BPTRX | |
| Vanguard Russell 1000 Value Index Fund Institution... | 0.56 | 0.56 | 0.69 | 90 | Large Cap Value Equities | VSPGX vs VRVIX | |
| Davis New York Venture Fund Class Y | 0.61 | 0.69 | 0.75 | 83 | Large Cap Growth Equities | VSPGX vs DNVYX | |
| ICON Equity Fund | 0.63 | 0.59 | 0.70 | 76 | Large Cap Growth Equities | VSPGX vs IOLZX |
To view more results, upgrade your current subscription plan.
Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VSPGX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VSPGX and solid risk/return profiles. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of -0.06, down from 0.38 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | -0.06 | 0.17 | 0.38 | 52 | Financial Services |
Build a portfolio that complements VSPGX
Add VSPGX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with VSPGX