Looking to diversify beyond VWEAX? The mutual funds below have the lowest correlation with VWEAX — 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 VWEAX.
Best Diversifiers for VWEAX
9 mutual funds have low correlation with VWEAX (below 0.3), 1 of which are negatively correlated. The least correlated is Cliffwater Corporate Lending Fund (CCLFX) (High Yield Bonds) with a 1Y correlation of -0.00, roughly unchanged from 0.09 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | -0.00 | 0.06 | 0.09 | 100 | High Yield Bonds | VWEAX vs CCLFX | |
| DFA One Year Fixed Income Portfolio | 0.00 | 0.08 | 0.14 | 99 | Ultrashort Bond | VWEAX vs DFIHX | |
| Pioneer ILS Interval Fund | 0.08 | 0.10 | 0.06 | 100 | High Yield Bonds | VWEAX vs XILSX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.12 | 0.35 | 0.31 | 94 | Inflation-Protected Bonds | VWEAX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.12 | 0.35 | 0.31 | 94 | Inflation-Protected Bonds | VWEAX vs VTAPX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VWEAX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VWEAX and solid risk/return profiles. The least correlated is Cohen & Steers Infrastructure Fund, Inc (UTF) (Financial Services) with a 1Y correlation of 0.27, roughly unchanged from 0.36 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Cohen & Steers Infrastructure Fund, Inc | 0.27 | 0.31 | 0.36 | 64 | Financial Services | |
| Kinross Gold Corporation | 0.29 | 0.25 | 0.28 | 81 | Basic Materials |
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