Correlation Between First Trust and WisdomTree Japan

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

Diversification Opportunities for First Trust and WisdomTree Japan

0.65
  Correlation Coefficient

Poor diversification

The 3 months correlation between First and WisdomTree is 0.65. Overlapping area represents the amount of risk that can be diversified away by holding First Trust Exchange Traded and WisdomTree Japan Hedged in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Japan Hedged 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 Japan. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Japan Hedged has no effect on the direction of First Trust i.e., First Trust and WisdomTree Japan go up and down completely randomly.

Pair Corralation between First Trust and WisdomTree Japan

Given the investment horizon of 90 days First Trust is expected to generate 2.56 times less return on investment than WisdomTree Japan. But when comparing it to its historical volatility, First Trust Exchange Traded is 1.26 times less risky than WisdomTree Japan. It trades about 0.18 of its potential returns per unit of risk. WisdomTree Japan Hedged is currently generating about 0.36 of returns per unit of risk over similar time horizon. If you would invest  3,656  in WisdomTree Japan Hedged on September 26, 2025 and sell it today you would earn a total of  32.00  from holding WisdomTree Japan Hedged or generate 0.88% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy4.0%
ValuesDaily Returns

First Trust Exchange Traded  vs.  WisdomTree Japan Hedged

 Performance 
       Timeline  
First Trust Exchange 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Exchange Traded are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong fundamental drivers, First Trust is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders.
WisdomTree Japan Hedged 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days WisdomTree Japan Hedged has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable forward-looking indicators, WisdomTree Japan is not utilizing all of its potentials. The recent stock price uproar, may contribute to short-horizon losses for the private investors.

First Trust and WisdomTree Japan Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with First Trust and WisdomTree Japan

The main advantage of trading using opposite First Trust and WisdomTree Japan positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if First Trust position performs unexpectedly, WisdomTree Japan 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 Japan will offset losses from the drop in WisdomTree Japan's long position.
The idea behind First Trust Exchange Traded and WisdomTree Japan Hedged 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 Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.

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