Correlation Between WisdomTree Emerging and WisdomTree Mortgage

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

Diversification Opportunities for WisdomTree Emerging and WisdomTree Mortgage

0.64
  Correlation Coefficient

Poor diversification

The 3 months correlation between WisdomTree and WisdomTree is 0.64. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Emerging Markets and WisdomTree Mortgage Plus in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Mortgage Plus 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 Mortgage. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Mortgage Plus has no effect on the direction of WisdomTree Emerging i.e., WisdomTree Emerging and WisdomTree Mortgage go up and down completely randomly.

Pair Corralation between WisdomTree Emerging and WisdomTree Mortgage

Considering the 90-day investment horizon WisdomTree Emerging Markets is expected to generate 1.32 times more return on investment than WisdomTree Mortgage. However, WisdomTree Emerging is 1.32 times more volatile than WisdomTree Mortgage Plus. It trades about 0.17 of its potential returns per unit of risk. WisdomTree Mortgage Plus is currently generating about 0.02 per unit of risk. If you would invest  2,867  in WisdomTree Emerging Markets on September 28, 2025 and sell it today you would earn a total of  39.00  from holding WisdomTree Emerging Markets or generate 1.36% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

WisdomTree Emerging Markets  vs.  WisdomTree Mortgage Plus

 Performance 
       Timeline  
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. 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 Mortgage Plus 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Mortgage Plus are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable technical and fundamental indicators, WisdomTree Mortgage is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors.

WisdomTree Emerging and WisdomTree Mortgage Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Emerging and WisdomTree Mortgage

The main advantage of trading using opposite WisdomTree Emerging and WisdomTree Mortgage positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Emerging position performs unexpectedly, WisdomTree Mortgage 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 Mortgage will offset losses from the drop in WisdomTree Mortgage's long position.
The idea behind WisdomTree Emerging Markets and WisdomTree Mortgage Plus 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 Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.

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