Looking to diversify beyond VWLTX? The mutual funds below have the lowest correlation with VWLTX — 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 VWLTX.
Best Diversifiers for VWLTX
18 mutual funds have low correlation with VWLTX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA California Municipal Real Return Portfolio (DCARX) (Municipal Bonds) with a 1Y correlation of 0.02, 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 | 0.02 | 0.18 | 0.21 | 94 | Municipal Bonds | VWLTX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.06 | 0.20 | 0.22 | 94 | Municipal Bonds | VWLTX vs DMREX | |
| Vanguard Information Technology Index Fund Admiral... | 0.07 | 0.06 | 0.08 | 66 | Technology Equities | VWLTX vs VITAX | |
| Vanguard 500 Index Fund Admiral Shares | 0.17 | 0.13 | 0.11 | 65 | S&P 500, Large Cap Blend Equities | VWLTX vs VFIAX | |
| DFA Short Term Municipal Bond Portfolio | 0.17 | 0.27 | 0.36 | 99 | Municipal Bonds | VWLTX vs DFSMX |
See all 34 diversifiers for VWLTX
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