Looking to diversify beyond VWNDX? The mutual funds below have the lowest correlation with VWNDX — 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 VWNDX.
Best Diversifiers for VWNDX
4 mutual funds have low correlation with VWNDX (below 0.3), 1 of which are negatively correlated. The least correlated is AQR Managed Futures Strategy Fund Class N (AQMNX) (Systematic Trend) with a 1Y correlation of -0.02, roughly unchanged from -0.09 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Managed Futures Strategy Fund Class N | -0.02 | -0.04 | -0.09 | 89 | Systematic Trend | VWNDX vs AQMNX | |
| Brown Advisory Tax Exempt Bond Fund | 0.18 | 0.13 | 0.07 | 74 | Municipal Bonds | VWNDX vs BIAEX | |
| AQR Diversified Arbitrage Fund Class I | 0.19 | 0.32 | 0.46 | 99 | Multistrategy | VWNDX vs ADAIX | |
| Federated Hermes Equity Income Fund | 0.21 | 0.58 | 0.77 | 65 | Large Cap Value Equities | VWNDX vs LEIFX | |
| Vanguard Information Technology Index Fund Admiral... | 0.47 | 0.51 | 0.63 | 65 | Technology Equities | VWNDX vs VITAX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VWNDX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VWNDX and solid risk/return profiles. The least correlated is Sun Life Financial Inc. (SLF) (Financial Services) with a 1Y correlation of 0.39, down from 0.64 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Sun Life Financial Inc. | 0.39 | 0.53 | 0.64 | 74 | Financial Services |
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