Looking to diversify beyond VUIAX? The mutual funds below have historically moved differently from VUIAX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for VUIAX
14 mutual funds have low correlation with VUIAX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Energy Index Fund Admiral Shares (VENAX) (Energy Equities) with a 1Y correlation of 0.11, down from 0.25 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.11 | 0.24 | 0.25 | 71 | Energy Equities | VUIAX vs VENAX | |
| Vanguard Large-Cap Index Fund Admiral Shares | 0.15 | 0.27 | 0.37 | 72 | Large Cap Blend Equities | VUIAX vs VLCAX | |
| Vanguard 500 Index Fund Admiral Shares | 0.15 | 0.27 | 0.38 | 75 | S&P 500, Large Cap Blend Equities | VUIAX vs VFIAX | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | 0.17 | 0.29 | 0.38 | 76 | Large Cap Blend Equities | VUIAX vs VTSAX | |
| Vanguard Balanced Index Fund Admiral Shares | 0.19 | 0.32 | 0.41 | 72 | Diversified Portfolio | VUIAX vs VBIAX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VUIAX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Dominion Energy, Inc. (D) (Utilities) with a 1Y correlation of 0.64, down from 0.77 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Dominion Energy, Inc. | 0.64 | 0.73 | 0.77 | 72 | Utilities |
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