Looking to diversify beyond VWLUX? The mutual funds below have historically moved differently from VWLUX, 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 VWLUX
17 mutual funds have low correlation with VWLUX (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 | VWLUX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.04 | 0.19 | 0.23 | 91 | Municipal Bonds | VWLUX vs DMREX | |
| Fidelity 500 Index Fund | 0.21 | 0.13 | 0.12 | 75 | S&P 500 | VWLUX vs FXAIX | |
| Vanguard 500 Index Fund Admiral Shares | 0.22 | 0.13 | 0.12 | 75 | S&P 500, Large Cap Blend Equities | VWLUX vs VFIAX | |
| DFA Short Term Municipal Bond Portfolio | 0.22 | 0.28 | 0.36 | 100 | Municipal Bonds | VWLUX vs DFSMX |
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