Looking to diversify beyond VTTHX? The mutual funds below have the lowest correlation with VTTHX — 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 VTTHX.
Best Diversifiers for VTTHX
6 mutual funds have low correlation with VTTHX (below 0.3), 1 of which are negatively correlated. The least correlated is Fidelity Select Energy Portfolio (FSENX) (Energy Equities) with a 1Y correlation of -0.06, down from 0.34 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity Select Energy Portfolio | -0.06 | 0.21 | 0.34 | 63 | Energy Equities | VTTHX vs FSENX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.15 | 0.22 | 0.24 | 91 | Inflation-Protected Bonds | VTTHX vs VTAPX | |
| Vanguard Limited-Term Tax-Exempt Fund Investor Sha... | 0.21 | 0.18 | 0.16 | 77 | Municipal Bonds | VTTHX vs VMLTX | |
| Fidelity Floating Rate High Income Fund | 0.24 | 0.30 | 0.35 | 92 | Bank Loan | VTTHX vs FFRHX | |
| Vanguard Intermediate-Term Tax-Exempt Fund Investo... | 0.26 | 0.22 | 0.19 | 71 | Municipal Bonds | VTTHX vs VWITX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VTTHX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VTTHX and solid risk/return profiles. The least correlated is Altria Group, Inc. (MO) (Consumer Defensive) with a 1Y correlation of -0.22, down from 0.15 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Altria Group, Inc. | -0.22 | 0.02 | 0.15 | 79 | Consumer Defensive | |
| Waste Management, Inc. | -0.18 | 0.09 | 0.24 | 51 | Industrials | |
| Exxon Mobil Corporation | -0.18 | 0.05 | 0.21 | 71 | Energy | |
| Chevron Corporation | -0.16 | 0.07 | 0.23 | 67 | Energy | |
| Chubb Limited | -0.16 | 0.08 | 0.26 | 83 | Financial Services |
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Build a portfolio that complements VTTHX
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