Looking to diversify beyond VWSTX? The mutual funds below have historically moved differently from VWSTX, 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 VWSTX
16 mutual funds have low correlation with VWSTX (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 0.24 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 | 0.17 | 0.24 | 91 | Municipal Bonds | VWSTX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.05 | 0.20 | 0.26 | 94 | Municipal Bonds | VWSTX vs DMREX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.16 | 0.27 | 0.28 | 99 | Total Bond Market | VWSTX vs VUBFX | |
| Vanguard 500 Index Fund Admiral Shares | 0.17 | 0.17 | 0.10 | 63 | S&P 500, Large Cap Blend Equities | VWSTX vs VFIAX | |
| JPMorgan Ultra-Short Municipal Fund | 0.17 | 0.35 | 0.40 | 98 | Municipal Bonds | VWSTX vs USMSX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VWSTX, 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 Occidental Petroleum Corporation (OXY) (Energy) with a 1Y correlation of -0.26, down from -0.05 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Occidental Petroleum Corporation | -0.26 | -0.06 | -0.05 | 70 | Energy |
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