Looking to diversify beyond VWUSX? The mutual funds below have historically moved differently from VWUSX, 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 VWUSX
5 mutual funds have low correlation with VWUSX (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 -0.19, down from 0.18 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity Select Energy Portfolio | -0.19 | 0.06 | 0.18 | 87 | Energy Equities | VWUSX vs FSENX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.06 | 0.07 | 0.13 | 91 | Inflation-Protected Bonds | VWUSX vs VTAPX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.21 | 0.10 | 0.14 | 100 | Total Bond Market | VWUSX vs VUSFX | |
| Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral ... | 0.22 | 0.13 | 0.11 | 97 | Municipal Bonds | VWUSX vs VWSUX | |
| Fidelity Floating Rate High Income Fund | 0.27 | 0.27 | 0.29 | 95 | Bank Loan | VWUSX vs FFRHX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VWUSX, 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 Duke Energy Corporation (DUK) (Utilities) with a 1Y correlation of -0.38, down from -0.05 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Duke Energy Corporation | -0.38 | -0.21 | -0.05 | 56 | Utilities | |
| Altria Group, Inc. | -0.34 | -0.14 | -0.04 | 66 | Consumer Defensive | |
| The Coca-Cola Company | -0.33 | -0.14 | 0.06 | 90 | Consumer Defensive | |
| Chevron Corporation | -0.32 | -0.10 | 0.05 | 80 | Energy | |
| Occidental Petroleum Corporation | -0.31 | -0.05 | 0.09 | 70 | Energy |
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