Looking to diversify beyond VWILX? The mutual funds below have historically moved differently from VWILX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for VWILX
9 mutual funds have low correlation with VWILX (below 0.3), 2 of which are negatively correlated. The least correlated is Fidelity Select Energy Portfolio (FSENX) (Energy Equities) with a 1Y correlation of -0.10, down from 0.25 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity Select Energy Portfolio | -0.10 | 0.14 | 0.25 | 87 | Energy Equities | VWILX vs FSENX | |
| Vanguard Energy Opportunities Fund Investor Shares | -0.00 | 0.22 | 0.34 | 91 | Energy Equities | VWILX vs VGENX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.09 | 0.09 | 0.14 | 91 | Inflation-Protected Bonds | VWILX vs VTSPX | |
| DFA One Year Fixed Income Portfolio | 0.12 | 0.01 | 0.05 | 100 | Ultrashort Bond | VWILX vs DFIHX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.13 | 0.10 | 0.15 | 91 | Inflation-Protected Bonds | VWILX vs VTAPX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VWILX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Altria Group, Inc. (MO) (Consumer Defensive) with a 1Y correlation of -0.28, down from 0.02 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Altria Group, Inc. | -0.28 | -0.06 | 0.02 | 66 | Consumer Defensive | |
| Duke Energy Corporation | -0.25 | -0.12 | -0.01 | 56 | Utilities | |
| Devon Energy Corporation | -0.24 | 0.05 | 0.16 | 76 | Energy | |
| Chubb Limited | -0.24 | -0.02 | 0.11 | 89 | Financial Services | |
| ConocoPhillips Company | -0.23 | -0.02 | 0.12 | 72 | Energy |
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