Looking to diversify beyond VTSIX? The mutual funds below have historically moved differently from VTSIX, 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 VTSIX
2 mutual funds have low correlation with VTSIX (below 0.3), 0 of which are negatively correlated. The least correlated is BlackRock Global Equity Market Neutral Fund Class I (BDMIX) (Equity Market Neutral) with a 1Y correlation of 0.28, up from 0.05 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Global Equity Market Neutral Fund Class ... | 0.28 | 0.12 | 0.05 | 97 | Equity Market Neutral | VTSIX vs BDMIX | |
| BlackRock Global Equity Market Neutral Fund Invest... | 0.28 | 0.12 | 0.06 | 97 | Equity Market Neutral | VTSIX vs BDMAX | |
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | 0.32 | 0.24 | 0.11 | 66 | Systematic Trend | VTSIX vs ASFYX | |
| BlackRock Strategic Income Opportunities Fund Clas... | 0.45 | 0.35 | 0.33 | 64 | Total Bond Market | VTSIX vs BSIIX | |
| BlackRock Enhanced Equity Dividend Trust | 0.60 | 0.64 | 0.69 | 64 | Derivative Income | VTSIX vs BDJ |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VTSIX, 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 Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.18, down from 0.52 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 0.18 | 0.40 | 0.52 | 61 | Financial Services |
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