Correlation Between WisdomTree Emerging and WisdomTree Efficient

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

Diversification Opportunities for WisdomTree Emerging and WisdomTree Efficient

0.53
  Correlation Coefficient

Very weak diversification

The 3 months correlation between WisdomTree and WisdomTree is 0.53. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Emerging Markets and WisdomTree Efficient Gold in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Efficient Gold 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 WisdomTree Efficient. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Efficient Gold has no effect on the direction of WisdomTree Emerging i.e., WisdomTree Emerging and WisdomTree Efficient go up and down completely randomly.

Pair Corralation between WisdomTree Emerging and WisdomTree Efficient

Considering the 90-day investment horizon WisdomTree Emerging is expected to generate 10.6 times less return on investment than WisdomTree Efficient. But when comparing it to its historical volatility, WisdomTree Emerging Markets is 4.31 times less risky than WisdomTree Efficient. It trades about 0.05 of its potential returns per unit of risk. WisdomTree Efficient Gold is currently generating about 0.13 of returns per unit of risk over similar time horizon. If you would invest  2,057  in WisdomTree Efficient Gold on September 25, 2025 and sell it today you would earn a total of  8,093  from holding WisdomTree Efficient Gold or generate 393.44% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

WisdomTree Emerging Markets  vs.  WisdomTree Efficient Gold

 Performance 
       Timeline  
WisdomTree Emerging 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Emerging Markets are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound essential indicators, WisdomTree Emerging is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
WisdomTree Efficient Gold 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Efficient Gold are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating primary indicators, WisdomTree Efficient displayed solid returns over the last few months and may actually be approaching a breakup point.

WisdomTree Emerging and WisdomTree Efficient Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Emerging and WisdomTree Efficient

The main advantage of trading using opposite WisdomTree Emerging and WisdomTree Efficient positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Emerging position performs unexpectedly, WisdomTree Efficient 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 Efficient will offset losses from the drop in WisdomTree Efficient's long position.
The idea behind WisdomTree Emerging Markets and WisdomTree Efficient Gold 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 Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.

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