Looking to diversify beyond VUSUX? The mutual funds below have historically moved differently from VUSUX, 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 VUSUX
6 mutual funds have low correlation with VUSUX (below 0.3), 0 of which are negatively correlated. The least correlated is GMO U.S. Treasury Fund (GUSTX) (Government Bonds) with a 1Y correlation of 0.09, roughly unchanged from 0.04 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.09 | 0.04 | 0.04 | 99 | Government Bonds | VUSUX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | 0.24 | 0.47 | 0.44 | 99 | Government Bonds | VUSUX vs FEUGX | |
| Vanguard 500 Index Fund Admiral Shares | 0.24 | 0.17 | 0.09 | 63 | S&P 500, Large Cap Blend Equities | VUSUX vs VFIAX | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | 0.26 | 0.19 | 0.10 | 64 | Large Cap Blend Equities | VUSUX vs VTSAX | |
| DFA Short-Term Government Portfolio | 0.27 | 0.10 | 0.30 | 99 | Government Bonds | VUSUX vs DFFGX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VUSUX, 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 Nuveen Quality Municipal Income Fund (NAD) (Financial Services) with a 1Y correlation of 0.44, roughly unchanged from 0.49 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Nuveen Quality Municipal Income Fund | 0.44 | 0.55 | 0.49 | 78 | Financial Services |
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