Correlation Between WisdomTree Emerging and First Trust

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

Diversification Opportunities for WisdomTree Emerging and First Trust

0.0
  Correlation Coefficient

Pay attention - limited upside

The 3 months correlation between WisdomTree and First is 0.0. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Emerging Markets and First Trust Bloomberg in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on First Trust Bloomberg and WisdomTree Emerging 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 Emerging Markets are associated (or correlated) with First Trust. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of First Trust Bloomberg has no effect on the direction of WisdomTree Emerging i.e., WisdomTree Emerging and First Trust go up and down completely randomly.

Pair Corralation between WisdomTree Emerging and First Trust

If you would invest  2,923  in First Trust Bloomberg on November 6, 2025 and sell it today you would earn a total of  669.00  from holding First Trust Bloomberg or generate 22.89% return on investment over 90 days.
Time Period3 Months [change]
DirectionFlat 
StrengthInsignificant
Accuracy1.64%
ValuesDaily Returns

WisdomTree Emerging Markets  vs.  First Trust Bloomberg

 Performance 
       Timeline  
WisdomTree Emerging 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Over the last 90 days WisdomTree Emerging Markets has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, WisdomTree Emerging is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
First Trust Bloomberg 

Risk-Adjusted Performance

Strong

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Bloomberg are ranked lower than 26 (%) of all global equities and portfolios over the last 90 days. In spite of very weak fundamental indicators, First Trust displayed solid returns over the last few months and may actually be approaching a breakup point.

WisdomTree Emerging and First Trust Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Emerging and First Trust

The main advantage of trading using opposite WisdomTree Emerging and First Trust positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Emerging position performs unexpectedly, First Trust 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 First Trust will offset losses from the drop in First Trust's long position.
The idea behind WisdomTree Emerging Markets and First Trust Bloomberg 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.
Check out your portfolio center.
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 Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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