Correlation Between Dimensional International and WisdomTree SmallCap

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Can any of the company-specific risk be diversified away by investing in both Dimensional International and WisdomTree SmallCap 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 Dimensional International and WisdomTree SmallCap into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Dimensional International Value and WisdomTree SmallCap Quality, you can compare the effects of market volatilities on Dimensional International and WisdomTree SmallCap 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 Dimensional International with a short position of WisdomTree SmallCap. Check out your portfolio center. Please also check ongoing floating volatility patterns of Dimensional International and WisdomTree SmallCap.

Diversification Opportunities for Dimensional International and WisdomTree SmallCap

0.62
  Correlation Coefficient

Poor diversification

The 3 months correlation between Dimensional and WisdomTree is 0.62. Overlapping area represents the amount of risk that can be diversified away by holding Dimensional International Valu and WisdomTree SmallCap Quality in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree SmallCap and Dimensional International 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 Dimensional International Value are associated (or correlated) with WisdomTree SmallCap. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree SmallCap has no effect on the direction of Dimensional International i.e., Dimensional International and WisdomTree SmallCap go up and down completely randomly.

Pair Corralation between Dimensional International and WisdomTree SmallCap

Given the investment horizon of 90 days Dimensional International Value is expected to generate 0.72 times more return on investment than WisdomTree SmallCap. However, Dimensional International Value is 1.39 times less risky than WisdomTree SmallCap. It trades about 0.36 of its potential returns per unit of risk. WisdomTree SmallCap Quality is currently generating about 0.06 per unit of risk. If you would invest  4,785  in Dimensional International Value on November 29, 2025 and sell it today you would earn a total of  820.00  from holding Dimensional International Value or generate 17.14% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Dimensional International Valu  vs.  WisdomTree SmallCap Quality

 Performance 
       Timeline  
Dimensional International 

Risk-Adjusted Performance

Strong

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Dimensional International Value are ranked lower than 28 (%) of all global equities and portfolios over the last 90 days. In spite of fairly unfluctuating forward indicators, Dimensional International showed solid returns over the last few months and may actually be approaching a breakup point.
WisdomTree SmallCap 

Risk-Adjusted Performance

Mild

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

Dimensional International and WisdomTree SmallCap Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Dimensional International and WisdomTree SmallCap

The main advantage of trading using opposite Dimensional International and WisdomTree SmallCap positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Dimensional International position performs unexpectedly, WisdomTree SmallCap 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 SmallCap will offset losses from the drop in WisdomTree SmallCap's long position.
The idea behind Dimensional International Value and WisdomTree SmallCap Quality 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 Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

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