Looking to diversify beyond VUBFX? The mutual funds below have the lowest correlation with VUBFX — 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 VUBFX.
Best Diversifiers for VUBFX
18 mutual funds have low correlation with VUBFX (below 0.3), 2 of which are negatively correlated. The least correlated is PIMCO Short Term Fund (PTSHX) (Ultrashort Bond) with a 1Y correlation of -0.08, roughly unchanged from -0.02 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| PIMCO Short Term Fund | -0.08 | -0.07 | -0.02 | 99 | Ultrashort Bond | VUBFX vs PTSHX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.03 | -0.11 | -0.14 | 99 | Total Bond Market | VUBFX vs JSOSX | |
| Fidelity Flex Conservative Income Bond Fund | 0.05 | 0.18 | 0.22 | 99 | Total Bond Market | VUBFX vs FJTDX | |
| Fidelity Conservative Income Bond Institutional Cl... | 0.06 | 0.28 | 0.29 | 99 | Total Bond Market | VUBFX vs FCNVX | |
| Vanguard Information Technology Index Fund Admiral... | 0.16 | 0.06 | 0.07 | 65 | Technology Equities | VUBFX vs VITAX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VUBFX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VUBFX and solid risk/return profiles. The least correlated is Exxon Mobil Corporation (XOM) (Energy) with a 1Y correlation of -0.15, roughly unchanged from -0.07 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Exxon Mobil Corporation | -0.15 | -0.08 | -0.07 | 68 | Energy | |
| Chevron Corporation | -0.12 | -0.08 | -0.06 | 68 | Energy | |
| SkyWater Technology, Inc. | 0.04 | 0.00 | 0.02 | 95 | Technology | |
| NVIDIA Corporation | 0.10 | 0.01 | 0.02 | 76 | Technology | |
| Marvell Technology, Inc. | 0.10 | 0.02 | 0.01 | 97 | Technology |
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