Correlation Between First Trust and WisdomTree High

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

Diversification Opportunities for First Trust and WisdomTree High

0.68
  Correlation Coefficient

Poor diversification

The 3 months correlation between First and WisdomTree is 0.68. Overlapping area represents the amount of risk that can be diversified away by holding First Trust Exchange Traded and WisdomTree High Dividend in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree High Dividend 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 Exchange Traded are associated (or correlated) with WisdomTree High. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree High Dividend has no effect on the direction of First Trust i.e., First Trust and WisdomTree High go up and down completely randomly.

Pair Corralation between First Trust and WisdomTree High

Given the investment horizon of 90 days First Trust is expected to generate 1.35 times less return on investment than WisdomTree High. But when comparing it to its historical volatility, First Trust Exchange Traded is 6.01 times less risky than WisdomTree High. It trades about 0.23 of its potential returns per unit of risk. WisdomTree High Dividend is currently generating about 0.05 of returns per unit of risk over similar time horizon. If you would invest  9,992  in WisdomTree High Dividend on October 3, 2025 and sell it today you would earn a total of  190.00  from holding WisdomTree High Dividend or generate 1.9% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

First Trust Exchange Traded  vs.  WisdomTree High Dividend

 Performance 
       Timeline  
First Trust Exchange 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Exchange Traded are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable forward indicators, First Trust is not utilizing all of its potentials. The latest stock price disturbance, may contribute to mid-run losses for the stockholders.
WisdomTree High Dividend 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree High Dividend are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable technical indicators, WisdomTree High is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors.

First Trust and WisdomTree High Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with First Trust and WisdomTree High

The main advantage of trading using opposite First Trust and WisdomTree High positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if First Trust position performs unexpectedly, WisdomTree High 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 High will offset losses from the drop in WisdomTree High's long position.
The idea behind First Trust Exchange Traded and WisdomTree High Dividend 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 Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

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