Looking to diversify beyond VTWNX? The mutual funds below have the lowest correlation with VTWNX — 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 VTWNX.
Best Diversifiers for VTWNX
0 mutual funds have low correlation with VTWNX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Value Index Fund Admiral Shares (VVIAX) (Large Cap Value Equities) with a 1Y correlation of 0.66, roughly unchanged from 0.70 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Value Index Fund Admiral Shares | 0.66 | 0.66 | 0.70 | 87 | Large Cap Value Equities | VTWNX vs VVIAX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.71 | 0.71 | 0.74 | 80 | Large Cap Value Equities, Dividend | VTWNX vs VHYAX | |
| Vanguard Information Technology Index Fund Admiral... | 0.74 | 0.73 | 0.79 | 65 | Technology Equities | VTWNX vs VITAX | |
| Vanguard Wellesley Income Fund Investor Shares | 0.75 | 0.78 | 0.79 | 53 | Diversified Portfolio | VTWNX vs VWINX | |
| Vanguard Wellesley Income Fund Admiral Shares | 0.78 | 0.82 | 0.83 | 53 | Diversified Portfolio | VTWNX vs VWIAX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VTWNX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VTWNX and solid risk/return profiles. The least correlated is Capricor Therapeutics, Inc. (CAPR) (Healthcare) with a 1Y correlation of 0.21, roughly unchanged from 0.22 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Capricor Therapeutics, Inc. | 0.21 | 0.19 | 0.22 | 87 | Healthcare |
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