Looking to diversify beyond VWITX? The mutual funds below have historically moved differently from VWITX, 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 VWITX
26 mutual funds have low correlation with VWITX (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.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | -0.03 | 0.15 | 0.21 | 88 | Municipal Bonds | VWITX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.02 | 0.19 | 0.23 | 91 | Municipal Bonds | VWITX vs DMREX | |
| Fidelity Focused Stock Fund | 0.15 | 0.06 | 0.07 | 53 | Large Cap Growth Equities | VWITX vs FTQGX | |
| Vanguard Growth and Income Fund Admiral Shares | 0.17 | 0.11 | 0.09 | 60 | Large Cap Blend Equities | VWITX vs VGIAX | |
| Vanguard Strategic Small-Cap Equity Fund | 0.18 | 0.14 | 0.10 | 94 | Small Cap Blend Equities | VWITX vs VSTCX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VWITX, 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 M&T Bank Corporation (MTB) (Financial Services) with a 1Y correlation of 0.05, roughly unchanged from -0.02 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| M&T Bank Corporation | 0.05 | 0.02 | -0.02 | 83 | Financial Services | |
| Delta Air Lines, Inc. | 0.13 | 0.05 | 0.03 | 89 | Industrials |
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