Correlation Between WisdomTree Emerging and JP Morgan

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Can any of the company-specific risk be diversified away by investing in both WisdomTree Emerging and JP Morgan 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 JP Morgan 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 JP Morgan Exchange Traded, you can compare the effects of market volatilities on WisdomTree Emerging and JP Morgan 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 JP Morgan. Check out your portfolio center. Please also check ongoing floating volatility patterns of WisdomTree Emerging and JP Morgan.

Diversification Opportunities for WisdomTree Emerging and JP Morgan

0.99
  Correlation Coefficient

No risk reduction

The 3 months correlation between WisdomTree and JADE is 0.99. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Emerging Markets and JP Morgan Exchange Traded in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on JP Morgan Exchange 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 JP Morgan. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of JP Morgan Exchange has no effect on the direction of WisdomTree Emerging i.e., WisdomTree Emerging and JP Morgan go up and down completely randomly.

Pair Corralation between WisdomTree Emerging and JP Morgan

Considering the 90-day investment horizon WisdomTree Emerging is expected to generate 1.22 times less return on investment than JP Morgan. But when comparing it to its historical volatility, WisdomTree Emerging Markets is 1.36 times less risky than JP Morgan. It trades about 0.25 of its potential returns per unit of risk. JP Morgan Exchange Traded is currently generating about 0.23 of returns per unit of risk over similar time horizon. If you would invest  6,230  in JP Morgan Exchange Traded on November 12, 2025 and sell it today you would earn a total of  805.00  from holding JP Morgan Exchange Traded or generate 12.92% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns

WisdomTree Emerging Markets  vs.  JP Morgan Exchange Traded

 Performance 
       Timeline  
WisdomTree Emerging 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Emerging Markets are ranked lower than 20 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively abnormal technical and fundamental indicators, WisdomTree Emerging may actually be approaching a critical reversion point that can send shares even higher in March 2026.
JP Morgan Exchange 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in JP Morgan Exchange Traded are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. In spite of rather abnormal fundamental indicators, JP Morgan exhibited solid returns over the last few months and may actually be approaching a breakup point.

WisdomTree Emerging and JP Morgan Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Emerging and JP Morgan

The main advantage of trading using opposite WisdomTree Emerging and JP Morgan positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Emerging position performs unexpectedly, JP Morgan 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 JP Morgan will offset losses from the drop in JP Morgan's long position.
The idea behind WisdomTree Emerging Markets and JP Morgan Exchange Traded 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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