Correlation Between JP Morgan and WisdomTree Japan

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

Diversification Opportunities for JP Morgan and WisdomTree Japan

0.71
  Correlation Coefficient

Poor diversification

The 3 months correlation between JADE and WisdomTree is 0.71. Overlapping area represents the amount of risk that can be diversified away by holding JP Morgan 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 JP Morgan 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 JP Morgan 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 JP Morgan i.e., JP Morgan and WisdomTree Japan go up and down completely randomly.

Pair Corralation between JP Morgan and WisdomTree Japan

Given the investment horizon of 90 days JP Morgan is expected to generate 1.41 times less return on investment than WisdomTree Japan. But when comparing it to its historical volatility, JP Morgan Exchange Traded is 1.22 times less risky than WisdomTree Japan. It trades about 0.07 of its potential returns per unit of risk. WisdomTree Japan Hedged is currently generating about 0.08 of returns per unit of risk over similar time horizon. If you would invest  8,609  in WisdomTree Japan Hedged on September 30, 2025 and sell it today you would earn a total of  5,754  from holding WisdomTree Japan Hedged or generate 66.84% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy81.85%
ValuesDaily Returns

JP Morgan Exchange Traded  vs.  WisdomTree Japan Hedged

 Performance 
       Timeline  
JP Morgan Exchange 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in JP Morgan Exchange Traded are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound fundamental indicators, JP Morgan is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders.
WisdomTree Japan Hedged 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Japan Hedged are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. Even with relatively fragile basic indicators, WisdomTree Japan may actually be approaching a critical reversion point that can send shares even higher in January 2026.

JP Morgan and WisdomTree Japan Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with JP Morgan and WisdomTree Japan

The main advantage of trading using opposite JP Morgan and WisdomTree Japan positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if JP Morgan 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 JP Morgan 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.
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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 Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

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