Looking to diversify beyond VVIAX? The mutual funds below have the lowest correlation with VVIAX — 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 VVIAX.
Best Diversifiers for VVIAX
9 mutual funds have low correlation with VVIAX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) (Inflation-Protected Bonds) with a 1Y correlation of 0.07, roughly unchanged from 0.15 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 0.07 | 0.11 | 0.15 | 84 | Inflation-Protected Bonds | VVIAX vs VTAPX | |
| Lord Abbett Short Duration Income Fund | 0.19 | 0.18 | 0.12 | 61 | Short-Term Bond | VVIAX vs LALDX | |
| Fidelity Floating Rate High Income Fund | 0.20 | 0.29 | 0.32 | 92 | Bank Loan | VVIAX vs FFRHX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 0.21 | 0.08 | 0.06 | 82 | Government Bonds | VVIAX vs VSBSX | |
| Federated Hermes Equity Income Fund | 0.24 | 0.59 | 0.78 | 67 | Large Cap Value Equities | VVIAX vs LEIFX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VVIAX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VVIAX and solid risk/return profiles. The least correlated is Altria Group, Inc. (MO) (Consumer Defensive) with a 1Y correlation of 0.06, down from 0.37 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Altria Group, Inc. | 0.06 | 0.26 | 0.37 | 72 | Consumer Defensive | |
| Petróleo Brasileiro S.A. - Petrobras | 0.07 | 0.21 | 0.24 | 75 | Energy | |
| CrowdStrike Holdings, Inc. | 0.08 | 0.22 | 0.26 | 65 | Technology | |
| Exxon Mobil Corporation | 0.08 | 0.29 | 0.40 | 72 | Energy | |
| Palo Alto Networks, Inc. | 0.08 | 0.22 | 0.27 | 69 | Technology |
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