Looking to diversify beyond VWUSX? The mutual funds below have the lowest correlation with VWUSX — 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 VWUSX.
Best Diversifiers for VWUSX
4 mutual funds have low correlation with VWUSX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) (Inflation-Protected Bonds) with a 1Y correlation of 0.02, down from 0.13 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 0.02 | 0.07 | 0.13 | 84 | Inflation-Protected Bonds | VWUSX vs VTAPX | |
| Vanguard Short-Term Tax-Exempt Fund Admiral Shares | 0.16 | 0.12 | 0.10 | 97 | Municipal Bonds | VWUSX vs VWSUX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.22 | 0.10 | 0.14 | 100 | Total Bond Market | VWUSX vs VUSFX | |
| Fidelity Floating Rate High Income Fund | 0.28 | 0.27 | 0.29 | 92 | Bank Loan | VWUSX vs FFRHX | |
| Vanguard Equity Income Fund Investor Shares | 0.37 | 0.42 | 0.48 | 59 | Large Cap Value Equities | VWUSX vs VEIPX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VWUSX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VWUSX and solid risk/return profiles. The least correlated is The Coca-Cola Company (KO) (Consumer Defensive) with a 1Y correlation of -0.30, down from 0.05 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| The Coca-Cola Company | -0.30 | -0.11 | 0.05 | 74 | Consumer Defensive | |
| Exxon Mobil Corporation | -0.29 | -0.09 | 0.05 | 72 | Energy | |
| Duke Energy Corporation | -0.28 | -0.16 | -0.05 | 62 | Utilities | |
| Altria Group, Inc. | -0.28 | -0.13 | -0.02 | 72 | Consumer Defensive | |
| Chevron Corporation | -0.27 | -0.06 | 0.07 | 70 | Energy |
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