Looking to diversify beyond VTIAX? The mutual funds below have the lowest correlation with VTIAX — 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 VTIAX.
Best Diversifiers for VTIAX
35 mutual funds have low correlation with VTIAX (below 0.3), 3 of which are negatively correlated. The least correlated is Vanguard Market Neutral Fund Institutional Shares (VMNIX) (Long-Short) with a 1Y correlation of -0.02, roughly unchanged from -0.04 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Market Neutral Fund Institutional Shares | -0.02 | -0.06 | -0.04 | 95 | Long-Short | VTIAX vs VMNIX | |
| Fidelity Select Energy Portfolio | -0.01 | 0.23 | 0.36 | 62 | Energy Equities | VTIAX vs FSENX | |
| Vanguard Market Neutral Fund Investor Shares | -0.01 | -0.06 | -0.03 | 95 | Long-Short | VTIAX vs VMNFX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.14 | 0.18 | 0.20 | 90 | Inflation-Protected Bonds | VTIAX vs VTSPX | |
| Vanguard Energy Fund Admiral Shares | 0.14 | 0.38 | 0.51 | 78 | Energy Equities | VTIAX vs VGELX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VTIAX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VTIAX and solid risk/return profiles. The least correlated is Waste Management, Inc. (WM) (Industrials) with a 1Y correlation of -0.19, down from 0.17 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Waste Management, Inc. | -0.19 | 0.04 | 0.17 | 53 | Industrials | |
| Altria Group, Inc. | -0.19 | 0.02 | 0.13 | 81 | Consumer Defensive | |
| ConocoPhillips Company | -0.11 | 0.08 | 0.24 | 66 | Energy | |
| Duke Energy Corporation | -0.11 | 0.05 | 0.12 | 66 | Utilities | |
| Chubb Limited | -0.10 | 0.08 | 0.23 | 86 | Financial Services |
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