Looking to diversify beyond VSTBX? The mutual funds below have historically moved differently from VSTBX, 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 VSTBX
1 mutual funds have low correlation with VSTBX (below 0.3), 0 of which are negatively correlated. The least correlated is Baird Ultra Short Bond Fund Institutional Class (BUBIX) (Ultrashort Bond) with a 1Y correlation of 0.17, down from 0.31 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Baird Ultra Short Bond Fund Institutional Class | 0.18 | 0.27 | 0.31 | 99 | Ultrashort Bond | VSTBX vs BUBIX | |
| Vanguard 500 Index Fund Admiral Shares | 0.35 | 0.23 | 0.21 | 63 | S&P 500, Large Cap Blend Equities | VSTBX vs VFIAX | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | 0.36 | 0.24 | 0.22 | 64 | Large Cap Blend Equities | VSTBX vs VTSAX | |
| Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral ... | 0.40 | 0.43 | 0.38 | 97 | Municipal Bonds | VSTBX vs VWSUX | |
| Miller Intermediate Bond Fund | 0.43 | 0.31 | 0.29 | 95 | Corporate Bonds | VSTBX vs MIFIX |
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