Looking to diversify beyond VWUAX? The mutual funds below have the lowest correlation with VWUAX — 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 VWUAX.
Best Diversifiers for VWUAX
6 mutual funds have low correlation with VWUAX (below 0.3), 1 of which are negatively correlated. The least correlated is Fidelity Select Energy Portfolio (FSENX) (Energy Equities) with a 1Y correlation of -0.18, down from 0.19 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity Select Energy Portfolio | -0.18 | 0.07 | 0.19 | 63 | Energy Equities | VWUAX vs FSENX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.05 | 0.08 | 0.13 | 91 | Inflation-Protected Bonds | VWUAX vs VTAPX | |
| Franklin Federal Tax Free Income Fund | 0.16 | 0.11 | 0.13 | 80 | Municipal Bonds | VWUAX vs FKTIX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.19 | 0.11 | 0.14 | 100 | Total Bond Market | VWUAX vs VUSFX | |
| Vanguard Short-Term Investment-Grade Fund Admiral ... | 0.25 | 0.14 | 0.15 | 71 | Total Bond Market | VWUAX vs VFSUX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VWUAX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VWUAX and solid risk/return profiles. The least correlated is Duke Energy Corporation (DUK) (Utilities) with a 1Y correlation of -0.34, down from -0.05 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Duke Energy Corporation | -0.34 | -0.20 | -0.05 | 63 | Utilities | |
| The Coca-Cola Company | -0.32 | -0.13 | 0.06 | 82 | Consumer Defensive | |
| Altria Group, Inc. | -0.30 | -0.14 | -0.03 | 79 | Consumer Defensive | |
| Verizon Communications Inc. | -0.30 | -0.14 | -0.00 | 54 | Communication Services | |
| Occidental Petroleum Corporation | -0.30 | -0.02 | 0.10 | 60 | Energy |
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