Looking to diversify beyond VWILX? The mutual funds below have the lowest correlation with VWILX — 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 VWILX.
Best Diversifiers for VWILX
5 mutual funds have low correlation with VWILX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX) (Inflation-Protected Bonds) with a 1Y correlation of 0.04, roughly unchanged from 0.14 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 0.04 | 0.10 | 0.14 | 89 | Inflation-Protected Bonds | VWILX vs VTSPX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.04 | 0.25 | 0.36 | 61 | Energy Equities | VWILX vs VGENX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.05 | 0.10 | 0.14 | 89 | Inflation-Protected Bonds | VWILX vs VTAPX | |
| DFA One Year Fixed Income Portfolio | 0.10 | 0.02 | 0.05 | 99 | Ultrashort Bond | VWILX vs DFIHX | |
| Fidelity Floating Rate High Income Fund | 0.24 | 0.27 | 0.32 | 92 | Bank Loan | VWILX vs FFRHX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VWILX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VWILX and solid risk/return profiles. The least correlated is Altria Group, Inc. (MO) (Consumer Defensive) with a 1Y correlation of -0.24, down from 0.04 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Altria Group, Inc. | -0.24 | -0.04 | 0.04 | 70 | Consumer Defensive | |
| ConocoPhillips Company | -0.19 | 0.02 | 0.12 | 61 | Energy | |
| Exxon Mobil Corporation | -0.19 | 0.02 | 0.13 | 68 | Energy | |
| Duke Energy Corporation | -0.19 | -0.06 | 0.00 | 62 | Utilities | |
| Chubb Limited | -0.16 | 0.00 | 0.12 | 68 | Financial Services |
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