Looking to diversify beyond VWSUX? The mutual funds below have historically moved differently from VWSUX, 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 VWSUX
21 mutual funds have low correlation with VWSUX (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 0.03, 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 | 0.03 | 0.17 | 0.24 | 86 | Municipal Bonds | VWSUX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.05 | 0.21 | 0.26 | 88 | Municipal Bonds | VWSUX vs DMREX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.10 | 0.11 | 0.13 | 99 | Ultrashort Bond | VWSUX vs BUBIX | |
| Vanguard 500 Index Fund Admiral Shares | 0.18 | 0.17 | 0.10 | 69 | S&P 500, Large Cap Blend Equities | VWSUX vs VFIAX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | 0.19 | 0.17 | 0.11 | 67 | Large Cap Blend Equities | VWSUX vs VTCLX |
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