Correlation Between First Trust and WisdomTree Japan

Specify exactly 2 symbols:
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 Nasdaq and WisdomTree Japan SmallCap, 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

0.51
  Correlation Coefficient

Very weak diversification

The 3 months correlation between First and WisdomTree is 0.51. Overlapping area represents the amount of risk that can be diversified away by holding First Trust Nasdaq and WisdomTree Japan SmallCap in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Japan SmallCap 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 Nasdaq 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 SmallCap 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 Nasdaq is expected to generate 2.31 times more return on investment than WisdomTree Japan. However, First Trust is 2.31 times more volatile than WisdomTree Japan SmallCap. It trades about 0.14 of its potential returns per unit of risk. WisdomTree Japan SmallCap is currently generating about 0.13 per unit of risk. If you would invest  9,579  in First Trust Nasdaq on September 26, 2025 and sell it today you would earn a total of  3,596  from holding First Trust Nasdaq or generate 37.54% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy99.21%
ValuesDaily Returns

First Trust Nasdaq  vs.  WisdomTree Japan SmallCap

 Performance 
       Timeline  
First Trust Nasdaq 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Nasdaq are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite quite unfluctuating basic indicators, First Trust disclosed solid returns over the last few months and may actually be approaching a breakup point.
WisdomTree Japan SmallCap 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Japan SmallCap are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Even with relatively steady technical and fundamental indicators, WisdomTree Japan is not utilizing all of its potentials. The newest stock price chaos, may contribute to medium-term losses for the stakeholders.

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 Nasdaq and WisdomTree Japan 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 Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

Other Complementary Tools

Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Money Managers
Screen money managers from public funds and ETFs managed around the world
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules