Looking to diversify beyond VTIAX? The mutual funds below have historically moved differently from VTIAX, 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 VTIAX
34 mutual funds have low correlation with VTIAX (below 0.3), 4 of which are negatively correlated. The least correlated is Vanguard Energy Index Fund Admiral Shares (VENAX) (Energy Equities) with a 1Y correlation of -0.07, down from 0.32 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | -0.07 | 0.17 | 0.32 | 71 | Energy Equities | VTIAX vs VENAX | |
| Fidelity Select Energy Portfolio | -0.04 | 0.21 | 0.35 | 87 | Energy Equities | VTIAX vs FSENX | |
| Vanguard Market Neutral Fund Institutional Shares | -0.01 | -0.06 | -0.04 | 97 | Long-Short | VTIAX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | -0.01 | -0.06 | -0.04 | 97 | Long-Short | VTIAX vs VMNFX | |
| Vanguard Commodity Strategy Fund Admiral Shares | 0.09 | 0.24 | 0.30 | 69 | Commodities | VTIAX vs VCMDX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VTIAX, 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 Altria Group, Inc. (MO) (Consumer Defensive) with a 1Y correlation of -0.24, down from 0.11 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Altria Group, Inc. | -0.24 | -0.00 | 0.11 | 66 | Consumer Defensive | |
| ConocoPhillips Company | -0.18 | 0.05 | 0.22 | 73 | Energy | |
| Chubb Limited | -0.17 | 0.07 | 0.21 | 87 | Financial Services | |
| Duke Energy Corporation | -0.16 | 0.02 | 0.11 | 52 | Utilities | |
| Occidental Petroleum Corporation | -0.14 | 0.08 | 0.23 | 68 | Energy |
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