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
7 mutual funds have low correlation with VTTVX (below 0.3), 2 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.17, down from 0.13 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.17 | 0.01 | 0.13 | 60 | Diversified Portfolio | VTTVX vs SIFAX | |
| Fidelity Select Energy Portfolio | -0.09 | 0.19 | 0.31 | 63 | Energy Equities | VTTVX vs FSENX | |
| MH Elite Small Cap Fund of Funds Fund | 0.02 | 0.14 | 0.48 | 67 | Diversified Portfolio | VTTVX vs MHELX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.20 | 0.29 | 0.31 | 91 | Inflation-Protected Bonds | VTTVX vs VTAPX | |
| Fidelity Floating Rate High Income Fund | 0.23 | 0.29 | 0.34 | 92 | Bank Loan | VTTVX vs FFRHX |
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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 Chevron Corporation (CVX) (Energy) with a 1Y correlation of -0.18, down from 0.21 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Chevron Corporation | -0.18 | 0.06 | 0.21 | 67 | Energy | |
| Exxon Mobil Corporation | -0.18 | 0.02 | 0.16 | 71 | Energy | |
| ConocoPhillips Company | -0.18 | 0.02 | 0.16 | 63 | Energy | |
| Altria Group, Inc. | -0.17 | 0.05 | 0.14 | 79 | Consumer Defensive | |
| Waste Management, Inc. | -0.16 | 0.09 | 0.25 | 51 | Industrials |
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