Looking to diversify beyond VTIVX? The mutual funds below have the lowest correlation with VTIVX — 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 VTIVX.
Best Diversifiers for VTIVX
4 mutual funds have low correlation with VTIVX (below 0.3), 1 of which are negatively correlated. The least correlated is Vanguard Market Neutral Fund Investor Shares (VMNFX) (Long-Short) with a 1Y correlation of -0.04, 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 Investor Shares | -0.04 | -0.05 | -0.04 | 88 | Long-Short | VTIVX vs VMNFX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.08 | 0.17 | 0.20 | 84 | Inflation-Protected Bonds | VTIVX vs VTAPX | |
| Vanguard Energy Fund Admiral Shares | 0.11 | 0.34 | 0.48 | 62 | Energy Equities | VTIVX vs VGELX | |
| Fidelity Floating Rate High Income Fund | 0.29 | 0.31 | 0.36 | 92 | Bank Loan | VTIVX vs FFRHX | |
| BlackRock Global Long/Short Equity Fund Class I | 0.35 | 0.19 | 0.12 | 96 | Long-Short | VTIVX vs BDMIX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VTIVX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VTIVX and solid risk/return profiles. The least correlated is Exxon Mobil Corporation (XOM) (Energy) with a 1Y correlation of -0.16, down from 0.20 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Exxon Mobil Corporation | -0.16 | 0.06 | 0.20 | 72 | Energy | |
| Altria Group, Inc. | -0.16 | 0.05 | 0.15 | 72 | Consumer Defensive | |
| ConocoPhillips Company | -0.13 | 0.07 | 0.21 | 65 | Energy | |
| Chevron Corporation | -0.12 | 0.09 | 0.22 | 70 | Energy | |
| The Coca-Cola Company | -0.12 | 0.07 | 0.22 | 74 | Consumer Defensive |
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