Looking to diversify beyond VTWIX? The mutual funds below have the lowest correlation with VTWIX — 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 VTWIX.
Best Diversifiers for VTWIX
1 mutual funds have low correlation with VTWIX (below 0.3), 0 of which are negatively correlated. The least correlated is Emerald Insights Fund (EFCNX) (Large Cap Growth Equities) with a 1Y correlation of 0.29, down from 0.83 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Emerald Insights Fund | 0.29 | 0.74 | 0.83 | 99 | Large Cap Growth Equities | VTWIX vs EFCNX | |
| DFA U.S. Large Cap Value Portfolio | 0.71 | 0.76 | 0.82 | 92 | Large Cap Value Equities | VTWIX vs DFLVX | |
| One Rock Fund | 0.72 | 0.78 | 0.81 | 88 | Large Cap Growth Equities | VTWIX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 0.72 | 0.82 | 0.88 | 73 | Large Cap Growth Equities | VTWIX vs ADX | |
| Vanguard Global Capital Cycles Fund | 0.77 | 0.78 | 0.78 | 95 | Global Equities | VTWIX vs VGPMX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VTWIX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VTWIX and solid risk/return profiles. The least correlated is Koninklijke Philips N.V. (PHG) (Healthcare) with a 1Y correlation of 0.58, roughly unchanged from 0.53 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Koninklijke Philips N.V. | 0.58 | 0.51 | 0.53 | 55 | Healthcare |
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