Looking to diversify beyond VWLTX? The mutual funds below have historically moved differently from VWLTX, 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 VWLTX
13 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.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | 0.02 | 0.16 | 0.21 | 88 | Municipal Bonds | VWLTX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.05 | 0.19 | 0.23 | 91 | Municipal Bonds | VWLTX vs DMREX | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | 0.23 | 0.14 | 0.12 | 76 | Large Cap Blend Equities | VWLTX vs VTSAX | |
| Vanguard 500 Index Fund Admiral Shares | 0.23 | 0.14 | 0.12 | 75 | S&P 500, Large Cap Blend Equities | VWLTX vs VFIAX | |
| DFA Short Term Municipal Bond Portfolio | 0.23 | 0.28 | 0.36 | 100 | Municipal Bonds | VWLTX vs DFSMX |
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