Correlation Between First Trust and WisdomTree Europe

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

Diversification Opportunities for First Trust and WisdomTree Europe

0.84
  Correlation Coefficient

Very poor diversification

The 3 months correlation between First and WisdomTree is 0.84. Overlapping area represents the amount of risk that can be diversified away by holding First Trust Mid and WisdomTree Europe SmallCap in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Europe and First Trust 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 First Trust Mid are associated (or correlated) with WisdomTree Europe. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Europe has no effect on the direction of First Trust i.e., First Trust and WisdomTree Europe go up and down completely randomly.

Pair Corralation between First Trust and WisdomTree Europe

Considering the 90-day investment horizon First Trust is expected to generate 3.86 times less return on investment than WisdomTree Europe. In addition to that, First Trust is 1.41 times more volatile than WisdomTree Europe SmallCap. It trades about 0.02 of its total potential returns per unit of risk. WisdomTree Europe SmallCap is currently generating about 0.12 per unit of volatility. If you would invest  5,474  in WisdomTree Europe SmallCap on October 15, 2025 and sell it today you would earn a total of  1,797  from holding WisdomTree Europe SmallCap or generate 32.83% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

First Trust Mid  vs.  WisdomTree Europe SmallCap

 Performance 
       Timeline  
First Trust Mid 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Mid are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite quite weak basic indicators, First Trust may actually be approaching a critical reversion point that can send shares even higher in February 2026.
WisdomTree Europe 

Risk-Adjusted Performance

Good

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

First Trust and WisdomTree Europe Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with First Trust and WisdomTree Europe

The main advantage of trading using opposite First Trust and WisdomTree Europe positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if First Trust position performs unexpectedly, WisdomTree Europe 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 Europe will offset losses from the drop in WisdomTree Europe's long position.
The idea behind First Trust Mid and WisdomTree Europe SmallCap 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.
Check out your portfolio center.
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 Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

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