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Guidebook Cover 2018
Order your copy of the 2018 Independent Guide to the Vanguard Funds today

"America's leading expert on investing in Vanguard funds"

Daniel P. Wiener is editor of The Independent Adviser for Vanguard Investors, a monthly newsletter that keeps abreast of recent developments at Vanguard, and the annual FFSA Independent Guide to the Vanguard Funds. Through his newsletter and guide book, Dan helps tens of thousands of Vanguard investors choose wisely among more than 100 Vanguard mutual funds. The Adviser is a five-time winner of the Newsletter Publishers Foundation's Editorial Excellence Award. View More »

Daniel P. Wiener
Editor, The Independent Adviser for Vanguard Investors
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Vanguard Funds Correlation
What's This?
  • Correlation Tool

    You don't want to own too many funds that are similar, but how do you tell? A high correlation between funds may mean that your portfolio of funds is not as diverse as you might want it to be. While other tools may compare funds only to the S&P 500 (or 500 Index fund), you can use this tool to determine how closely the performance of one Vanguard stock fund tracks that of any other Vanguard stock fund. Compare all the funds that you own. To diversify, look for funds that have low correlation with one another.

Fund 1:

Fund 2:

Model Portfolio Performance
Models August YTD
Growth 2.6% 8.7%
Conservative Growth 2.2% 7.6%
Income 1.8% 6.1%
Growth Index 2.9% 8.2%
The average
Vanguard investor		 1.5% 4.7%
Past Performance »
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