Correlation Between SPDR Russell and WisdomTree International

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Can any of the company-specific risk be diversified away by investing in both SPDR Russell and WisdomTree International 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 SPDR Russell and WisdomTree International into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between SPDR Russell 1000 and WisdomTree International SmallCap, you can compare the effects of market volatilities on SPDR Russell and WisdomTree International 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 SPDR Russell with a short position of WisdomTree International. Check out your portfolio center. Please also check ongoing floating volatility patterns of SPDR Russell and WisdomTree International.

Diversification Opportunities for SPDR Russell and WisdomTree International

0.75
  Correlation Coefficient

Poor diversification

The 3 months correlation between SPDR and WisdomTree is 0.75. Overlapping area represents the amount of risk that can be diversified away by holding SPDR Russell 1000 and WisdomTree International Small in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree International and SPDR Russell 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 SPDR Russell 1000 are associated (or correlated) with WisdomTree International. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree International has no effect on the direction of SPDR Russell i.e., SPDR Russell and WisdomTree International go up and down completely randomly.

Pair Corralation between SPDR Russell and WisdomTree International

Given the investment horizon of 90 days SPDR Russell is expected to generate 1.63 times less return on investment than WisdomTree International. In addition to that, SPDR Russell is 1.05 times more volatile than WisdomTree International SmallCap. It trades about 0.05 of its total potential returns per unit of risk. WisdomTree International SmallCap is currently generating about 0.08 per unit of volatility. If you would invest  5,775  in WisdomTree International SmallCap on September 30, 2025 and sell it today you would earn a total of  2,310  from holding WisdomTree International SmallCap or generate 40.0% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy99.8%
ValuesDaily Returns

SPDR Russell 1000  vs.  WisdomTree International Small

 Performance 
       Timeline  
SPDR Russell 1000 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in SPDR Russell 1000 are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong technical and fundamental indicators, SPDR Russell is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
WisdomTree International 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree International SmallCap are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable essential indicators, WisdomTree International is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors.

SPDR Russell and WisdomTree International Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with SPDR Russell and WisdomTree International

The main advantage of trading using opposite SPDR Russell and WisdomTree International positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if SPDR Russell position performs unexpectedly, WisdomTree International 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 International will offset losses from the drop in WisdomTree International's long position.
The idea behind SPDR Russell 1000 and WisdomTree International 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.
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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 Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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