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
12 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 0.08, 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... | 0.08 | 0.12 | 0.15 | 90 | Inflation-Protected Bonds | VVIAX vs VTAPX | |
| Fidelity Floating Rate High Income Fund | 0.16 | 0.28 | 0.32 | 93 | Bank Loan | VVIAX vs FFRHX | |
| Lord Abbett Short Duration Income Fund | 0.16 | 0.17 | 0.12 | 70 | Short-Term Bond | VVIAX vs LALDX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 0.21 | 0.08 | 0.06 | 90 | Government Bonds | VVIAX vs VSBSX | |
| Vanguard Short-Term Treasury Fund Admiral Shares | 0.22 | 0.12 | 0.06 | 51 | Government Bonds | VVIAX vs VFIRX |
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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 CrowdStrike Holdings, Inc. (CRWD) (Technology) with a 1Y correlation of 0.05, down from 0.30 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| CrowdStrike Holdings, Inc. | 0.05 | 0.24 | 0.30 | 77 | Technology | |
| Altria Group, Inc. | 0.06 | 0.26 | 0.37 | 81 | Consumer Defensive | |
| Palo Alto Networks, Inc. | 0.07 | 0.23 | 0.30 | 84 | Technology | |
| Petróleo Brasileiro S.A. - Petrobras | 0.08 | 0.21 | 0.25 | 80 | Energy | |
| Coca-Cola Consolidated, Inc. | 0.08 | 0.25 | 0.31 | 83 | Consumer Defensive |
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