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
5 mutual funds have low correlation with VWUSX (below 0.3), 2 of which are negatively correlated. The least correlated is Fidelity Select Energy Portfolio (FSENX) (Energy Equities) with a 1Y correlation of -0.15, down from 0.20 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity Select Energy Portfolio | -0.15 | 0.09 | 0.20 | 78 | Energy Equities | VWUSX vs FSENX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.04 | 0.07 | 0.13 | 94 | Inflation-Protected Bonds | VWUSX vs VTAPX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.15 | 0.09 | 0.13 | 100 | Total Bond Market | VWUSX vs VUSFX | |
| Vanguard Short-Term Tax-Exempt Fund Admiral Shares | 0.15 | 0.13 | 0.10 | 97 | Municipal Bonds | VWUSX vs VWSUX | |
| Fidelity Floating Rate High Income Fund | 0.25 | 0.26 | 0.29 | 93 | High Yield Bonds | VWUSX vs FFRHX |
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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 Exxon Mobil Corporation (XOM) (Energy) with a 1Y correlation of -0.28, down from 0.05 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Exxon Mobil Corporation | -0.28 | -0.08 | 0.05 | 85 | Energy | |
| Chevron Corporation | -0.26 | -0.06 | 0.07 | 83 | Energy | |
| Duke Energy Corporation | -0.26 | -0.16 | -0.04 | 52 | Utilities | |
| Altria Group, Inc. | -0.25 | -0.11 | -0.02 | 67 | Consumer Defensive | |
| ConocoPhillips Company | -0.24 | -0.04 | 0.08 | 76 | Energy |
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