Correlation Between First Trust and WisdomTree Asia

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

Diversification Opportunities for First Trust and WisdomTree Asia

0.74
  Correlation Coefficient

Poor diversification

The 3 months correlation between First and WisdomTree is 0.74. Overlapping area represents the amount of risk that can be diversified away by holding First Trust IndustrialsProduce and WisdomTree Asia Defense in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Asia Defense 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 IndustrialsProducer are associated (or correlated) with WisdomTree Asia. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Asia Defense has no effect on the direction of First Trust i.e., First Trust and WisdomTree Asia go up and down completely randomly.

Pair Corralation between First Trust and WisdomTree Asia

Considering the 90-day investment horizon First Trust IndustrialsProducer is expected to generate 0.76 times more return on investment than WisdomTree Asia. However, First Trust IndustrialsProducer is 1.32 times less risky than WisdomTree Asia. It trades about 0.23 of its potential returns per unit of risk. WisdomTree Asia Defense is currently generating about 0.1 per unit of risk. If you would invest  7,695  in First Trust IndustrialsProducer on November 9, 2025 and sell it today you would earn a total of  1,372  from holding First Trust IndustrialsProducer or generate 17.83% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

First Trust IndustrialsProduce  vs.  WisdomTree Asia Defense

 Performance 
       Timeline  
First Trust Industri 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust IndustrialsProducer are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. Even with relatively sluggish basic indicators, First Trust reported solid returns over the last few months and may actually be approaching a breakup point.
WisdomTree Asia Defense 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Asia Defense are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite nearly weak basic indicators, WisdomTree Asia may actually be approaching a critical reversion point that can send shares even higher in March 2026.

First Trust and WisdomTree Asia Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with First Trust and WisdomTree Asia

The main advantage of trading using opposite First Trust and WisdomTree Asia positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if First Trust position performs unexpectedly, WisdomTree Asia 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 Asia will offset losses from the drop in WisdomTree Asia's long position.
The idea behind First Trust IndustrialsProducer and WisdomTree Asia Defense 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 Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

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