Looking to diversify beyond VTTVX? The mutual funds below have the lowest correlation with VTTVX — 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 VTTVX.
Best Diversifiers for VTTVX
6 mutual funds have low correlation with VTTVX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.05, down from 0.49 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.05 | 0.16 | 0.49 | 67 | Diversified Portfolio | VTTVX vs MHELX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.16 | 0.28 | 0.30 | 89 | Inflation-Protected Bonds | VTTVX vs VTAPX | |
| Vanguard Limited-Term Tax-Exempt Fund Investor Sha... | 0.23 | 0.22 | 0.20 | 76 | Municipal Bonds | VTTVX vs VMLTX | |
| Fidelity Floating Rate High Income Fund | 0.26 | 0.29 | 0.34 | 92 | Bank Loan | VTTVX vs FFRHX | |
| Vanguard Intermediate-Term Tax-Exempt Fund Investo... | 0.27 | 0.27 | 0.23 | 70 | Municipal Bonds | VTTVX vs VWITX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VTTVX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VTTVX and solid risk/return profiles. The least correlated is Exxon Mobil Corporation (XOM) (Energy) with a 1Y correlation of -0.18, down from 0.16 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Exxon Mobil Corporation | -0.18 | 0.03 | 0.16 | 68 | Energy | |
| ConocoPhillips Company | -0.17 | 0.04 | 0.17 | 61 | Energy | |
| Altria Group, Inc. | -0.17 | 0.06 | 0.15 | 70 | Consumer Defensive | |
| Chevron Corporation | -0.14 | 0.05 | 0.18 | 68 | Energy | |
| The Coca-Cola Company | -0.10 | 0.09 | 0.23 | 74 | Consumer Defensive |
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