Correlation Between WisdomTree LargeCap and WisdomTree Emerging

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

Diversification Opportunities for WisdomTree LargeCap and WisdomTree Emerging

0.87
  Correlation Coefficient

Very poor diversification

The 3 months correlation between WisdomTree and WisdomTree is 0.87. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree LargeCap Dividend and WisdomTree Emerging Markets in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Emerging and WisdomTree LargeCap 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 LargeCap Dividend are associated (or correlated) with WisdomTree Emerging. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Emerging has no effect on the direction of WisdomTree LargeCap i.e., WisdomTree LargeCap and WisdomTree Emerging go up and down completely randomly.

Pair Corralation between WisdomTree LargeCap and WisdomTree Emerging

Considering the 90-day investment horizon WisdomTree LargeCap Dividend is expected to generate 2.7 times more return on investment than WisdomTree Emerging. However, WisdomTree LargeCap is 2.7 times more volatile than WisdomTree Emerging Markets. It trades about 0.23 of its potential returns per unit of risk. WisdomTree Emerging Markets is currently generating about 0.12 per unit of risk. If you would invest  8,590  in WisdomTree LargeCap Dividend on November 18, 2025 and sell it today you would earn a total of  712.00  from holding WisdomTree LargeCap Dividend or generate 8.29% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy98.39%
ValuesDaily Returns

WisdomTree LargeCap Dividend  vs.  WisdomTree Emerging Markets

 Performance 
       Timeline  
WisdomTree LargeCap 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree LargeCap Dividend are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. In spite of very weak essential indicators, WisdomTree LargeCap may actually be approaching a critical reversion point that can send shares even higher in March 2026.
WisdomTree Emerging 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Emerging Markets are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong fundamental indicators, WisdomTree Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

WisdomTree LargeCap and WisdomTree Emerging Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree LargeCap and WisdomTree Emerging

The main advantage of trading using opposite WisdomTree LargeCap and WisdomTree Emerging positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree LargeCap position performs unexpectedly, WisdomTree Emerging 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 Emerging will offset losses from the drop in WisdomTree Emerging's long position.
The idea behind WisdomTree LargeCap Dividend and WisdomTree Emerging Markets 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 Money Managers module to screen money managers from public funds and ETFs managed around the world.

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