PortfoliosLab logoPortfoliosLab logo

Looking to balance out your exposure to WSR? The ETFs below have historically moved differently from WSR, 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 WSR

4 ETFs have low correlation with WSR (below 0.3), 0 of which are negatively correlated. The least correlated is State Street Technology Select Sector SPDR ETF (XLK) (Technology Equities) with a 1Y correlation of 0.04, down from 0.25 over 5 years.

How candidates are selected

Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for WSR, 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 Capital Southwest Corporation (CSWC) (Financial Services) with a 1Y correlation of 0.16, down from 0.36 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
Capital Southwest Corporation0.160.270.36
75
Financial Services
Realty Income Corporation0.240.420.50
69
Real Estate
Physicians Realty Trust0.250.430.50
80
Real Estate

Rows per page

1–3 of 3

Diversification Analysis

Build a portfolio that complements WSR

Add WSR to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with WSR