Looking to diversify beyond WHOSX? The mutual funds below have the lowest correlation with WHOSX — 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 WHOSX.
Best Diversifiers for WHOSX
8 mutual funds have low correlation with WHOSX (below 0.3), 0 of which are negatively correlated. The least correlated is GMO U.S. Treasury Fund (GUSTX) (Government Bonds) with a 1Y correlation of 0.02, roughly unchanged from 0.03 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.02 | 0.01 | 0.03 | 99 | Government Bonds | WHOSX vs GUSTX | |
| Wasatch Emerging Markets Small Cap Fund | 0.11 | 0.11 | 0.04 | 62 | Emerging Markets Diversified | WHOSX vs WAEMX | |
| DFA Short-Term Government Portfolio | 0.11 | 0.04 | 0.27 | 59 | Government Bonds | WHOSX vs DFFGX | |
| Schwab S&P 500 Index Fund | 0.13 | 0.12 | 0.03 | 66 | Large Cap Blend Equities, S&P 500 | WHOSX vs SWPPX | |
| Federated Hermes Adjustable Rate Fund | 0.14 | 0.41 | 0.39 | 99 | Government Bonds | WHOSX vs FEUGX |
See all 13 diversifiers for WHOSX
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