Correlation Between WisdomTree Quality and SPDR Refinitiv

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

Diversification Opportunities for WisdomTree Quality and SPDR Refinitiv

0.84
  Correlation Coefficient

Very poor diversification

The 3 months correlation between WisdomTree and SPDR is 0.84. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Quality Dividend and SPDR Refinitiv Global in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on SPDR Refinitiv Global and WisdomTree Quality 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 Quality Dividend are associated (or correlated) with SPDR Refinitiv. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of SPDR Refinitiv Global has no effect on the direction of WisdomTree Quality i.e., WisdomTree Quality and SPDR Refinitiv go up and down completely randomly.

Pair Corralation between WisdomTree Quality and SPDR Refinitiv

Assuming the 90 days trading horizon WisdomTree Quality is expected to generate 1.19 times less return on investment than SPDR Refinitiv. But when comparing it to its historical volatility, WisdomTree Quality Dividend is 1.67 times less risky than SPDR Refinitiv. It trades about 0.19 of its potential returns per unit of risk. SPDR Refinitiv Global is currently generating about 0.13 of returns per unit of risk over similar time horizon. If you would invest  4,337  in SPDR Refinitiv Global on November 13, 2025 and sell it today you would earn a total of  299.00  from holding SPDR Refinitiv Global or generate 6.89% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

WisdomTree Quality Dividend  vs.  SPDR Refinitiv Global

 Performance 
       Timeline  
WisdomTree Quality 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Quality Dividend are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, WisdomTree Quality is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors.
SPDR Refinitiv Global 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in SPDR Refinitiv Global are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, SPDR Refinitiv may actually be approaching a critical reversion point that can send shares even higher in March 2026.

WisdomTree Quality and SPDR Refinitiv Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Quality and SPDR Refinitiv

The main advantage of trading using opposite WisdomTree Quality and SPDR Refinitiv positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Quality position performs unexpectedly, SPDR Refinitiv 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 SPDR Refinitiv will offset losses from the drop in SPDR Refinitiv's long position.
The idea behind WisdomTree Quality Dividend and SPDR Refinitiv Global 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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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