Correlation Between WisdomTree Emerging and Invesco

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

Diversification Opportunities for WisdomTree Emerging and Invesco

0.85
  Correlation Coefficient

Very poor diversification

The 3 months correlation between WisdomTree and Invesco is 0.85. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Emerging Markets and Invesco in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Invesco 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 Invesco. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Invesco has no effect on the direction of WisdomTree Emerging i.e., WisdomTree Emerging and Invesco go up and down completely randomly.

Pair Corralation between WisdomTree Emerging and Invesco

Considering the 90-day investment horizon WisdomTree Emerging Markets is expected to generate 14.04 times more return on investment than Invesco. However, WisdomTree Emerging is 14.04 times more volatile than Invesco. It trades about 0.26 of its potential returns per unit of risk. Invesco is currently generating about 0.13 per unit of risk. If you would invest  2,809  in WisdomTree Emerging Markets on October 31, 2025 and sell it today you would earn a total of  178.00  from holding WisdomTree Emerging Markets or generate 6.34% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy55.74%
ValuesDaily Returns

WisdomTree Emerging Markets  vs.  Invesco

 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 21 (%) of all global equities and portfolios over the last 90 days. In spite of rather unfluctuating essential indicators, WisdomTree Emerging may actually be approaching a critical reversion point that can send shares even higher in March 2026.
Invesco 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Over the last 90 days Invesco has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable primary indicators, Invesco is not utilizing all of its potentials. The newest stock price agitation, may contribute to short-term losses for the retail investors.

WisdomTree Emerging and Invesco Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Emerging and Invesco

The main advantage of trading using opposite WisdomTree Emerging and Invesco positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Emerging position performs unexpectedly, Invesco 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 Invesco will offset losses from the drop in Invesco's long position.
The idea behind WisdomTree Emerging Markets and Invesco 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 Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

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