Correlation Between WisdomTree China and WisdomTree Global

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Can any of the company-specific risk be diversified away by investing in both WisdomTree China and WisdomTree Global at the same time? Although using a correlation coefficient on its own may not help to predict future stock returns, this module helps to understand the diversifiable risk of combining WisdomTree China and WisdomTree Global into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between WisdomTree China ex State Owned and WisdomTree Global ex US, you can compare the effects of market volatilities on WisdomTree China and WisdomTree Global and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. You can also utilize pair trading strategies of matching a long position in WisdomTree China with a short position of WisdomTree Global. Check out your portfolio center. Please also check ongoing floating volatility patterns of WisdomTree China and WisdomTree Global.

Diversification Opportunities for WisdomTree China and WisdomTree Global

0.33
  Correlation Coefficient

Weak diversification

The 3 months correlation between WisdomTree and WisdomTree is 0.33. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree China ex State Owne and WisdomTree Global ex US in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Global and WisdomTree China is a relative statistical measure of the degree to which these equity instruments tend to move together. The correlation coefficient measures the extent to which returns on WisdomTree China ex State Owned are associated (or correlated) with WisdomTree Global. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Global has no effect on the direction of WisdomTree China i.e., WisdomTree China and WisdomTree Global go up and down completely randomly.

Pair Corralation between WisdomTree China and WisdomTree Global

Given the investment horizon of 90 days WisdomTree China is expected to generate 2.24 times less return on investment than WisdomTree Global. In addition to that, WisdomTree China is 1.02 times more volatile than WisdomTree Global ex US. It trades about 0.08 of its total potential returns per unit of risk. WisdomTree Global ex US is currently generating about 0.18 per unit of volatility. If you would invest  4,057  in WisdomTree Global ex US on September 27, 2025 and sell it today you would earn a total of  99.00  from holding WisdomTree Global ex US or generate 2.44% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

WisdomTree China ex State Owne  vs.  WisdomTree Global ex US

 Performance 
       Timeline  
WisdomTree China 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days WisdomTree China ex State Owned has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unfluctuating performance, the Etf's basic indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the fund shareholders.
WisdomTree Global 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Global ex US are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent basic indicators, WisdomTree Global is not utilizing all of its potentials. The recent stock price mess, may contribute to short-term losses for the institutional investors.

WisdomTree China and WisdomTree Global Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree China and WisdomTree Global

The main advantage of trading using opposite WisdomTree China and WisdomTree Global positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree China position performs unexpectedly, WisdomTree Global can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in WisdomTree Global will offset losses from the drop in WisdomTree Global's long position.
The idea behind WisdomTree China ex State Owned and WisdomTree Global ex US pairs trading is to make the combined position market-neutral, meaning the overall market's direction will not affect its win or loss (or potential downside or upside). This can be achieved by designing a pairs trade with two highly correlated stocks or equities that operate in a similar space or sector, making it possible to obtain profits through simple and relatively low-risk investment.
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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

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