Looking to diversify beyond VTSPX? The mutual funds below have historically moved differently from VTSPX, 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 VTSPX
35 mutual funds have low correlation with VTSPX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA U.S. Large Cap Value Portfolio (DFLVX) (Large Cap Value Equities) with a 1Y correlation of 0.03, down from 0.14 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Large Cap Value Portfolio | 0.03 | 0.09 | 0.14 | 95 | Large Cap Value Equities | VTSPX vs DFLVX | |
| Vanguard Windsor II Fund Admiral Shares | 0.03 | 0.08 | 0.14 | 82 | Large Cap Value Equities | VTSPX vs VWNAX | |
| Vanguard Value Index Fund Institutional Shares | 0.03 | 0.10 | 0.15 | 93 | Large Cap Value Equities | VTSPX vs VIVIX | |
| DFA U.S. Small Cap Value Portfolio I | 0.04 | 0.10 | 0.13 | 85 | Small Cap Value Equities | VTSPX vs DFSVX | |
| Fidelity ZERO Large Cap Index Fund | 0.04 | 0.08 | 0.14 | 59 | Large Cap Blend Equities | VTSPX vs FNILX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VTSPX, 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 0.00, roughly unchanged from 0.07 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 0.00 | 0.01 | 0.07 | 61 | Financial Services |
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