Correlation Between Morgan Stanley and WisdomTree Interest

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

Diversification Opportunities for Morgan Stanley and WisdomTree Interest

0.88
  Correlation Coefficient

Very poor diversification

The 3 months correlation between Morgan and WisdomTree is 0.88. Overlapping area represents the amount of risk that can be diversified away by holding Morgan Stanley ETF and WisdomTree Interest Rate in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Interest Rate and Morgan Stanley 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 Morgan Stanley ETF are associated (or correlated) with WisdomTree Interest. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Interest Rate has no effect on the direction of Morgan Stanley i.e., Morgan Stanley and WisdomTree Interest go up and down completely randomly.

Pair Corralation between Morgan Stanley and WisdomTree Interest

Given the investment horizon of 90 days Morgan Stanley ETF is expected to generate 4.96 times more return on investment than WisdomTree Interest. However, Morgan Stanley is 4.96 times more volatile than WisdomTree Interest Rate. It trades about 0.19 of its potential returns per unit of risk. WisdomTree Interest Rate is currently generating about 0.22 per unit of risk. If you would invest  2,527  in Morgan Stanley ETF on October 25, 2025 and sell it today you would earn a total of  195.00  from holding Morgan Stanley ETF or generate 7.72% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

Morgan Stanley ETF  vs.  WisdomTree Interest Rate

 Performance 
       Timeline  
Morgan Stanley ETF 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Morgan Stanley ETF are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. Despite fairly conflicting basic indicators, Morgan Stanley may actually be approaching a critical reversion point that can send shares even higher in February 2026.
WisdomTree Interest Rate 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Interest Rate are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, WisdomTree Interest is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders.

Morgan Stanley and WisdomTree Interest Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Morgan Stanley and WisdomTree Interest

The main advantage of trading using opposite Morgan Stanley and WisdomTree Interest positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Morgan Stanley position performs unexpectedly, WisdomTree Interest 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 Interest will offset losses from the drop in WisdomTree Interest's long position.
The idea behind Morgan Stanley ETF and WisdomTree Interest Rate 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 ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.

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