Looking to diversify beyond VWAHX? The mutual funds below have the lowest correlation with VWAHX — 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 VWAHX.
Best Diversifiers for VWAHX
21 mutual funds have low correlation with VWAHX (below 0.3), 1 of which are negatively correlated. The least correlated is DFA California Municipal Real Return Portfolio (DCARX) (Municipal Bonds) with a 1Y correlation of -0.03, down from 0.21 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | -0.03 | 0.19 | 0.21 | 96 | Municipal Bonds | VWAHX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.01 | 0.20 | 0.22 | 95 | Municipal Bonds | VWAHX vs DMREX | |
| Vanguard Information Technology Index Fund Admiral... | 0.09 | 0.09 | 0.09 | 81 | Technology Equities | VWAHX vs VITAX | |
| DFA Short Term Municipal Bond Portfolio | 0.14 | 0.26 | 0.36 | 99 | Municipal Bonds | VWAHX vs DFSMX | |
| DFA NY Municipal Bond Portfolio | 0.16 | 0.31 | 0.40 | 99 | Municipal Bonds | VWAHX vs DNYMX |
To view more results, upgrade your current subscription plan.
Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VWAHX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VWAHX and solid risk/return profiles. The least correlated is Banco Latinoamericano de Comercio Exterior, S.A (BLX) (Financial Services) with a 1Y correlation of 0.09, roughly unchanged from 0.02 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Banco Latinoamericano de Comercio Exterior, S.A | 0.09 | 0.03 | 0.02 | 82 | Financial Services |
Build a portfolio that complements VWAHX
Add VWAHX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with VWAHX