Correlation Between WisdomTree Physical and SPDR MSCI

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

Diversification Opportunities for WisdomTree Physical and SPDR MSCI

0.71
  Correlation Coefficient

Poor diversification

The 3 months correlation between WisdomTree and SPDR is 0.71. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Physical Gold and SPDR MSCI World in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on SPDR MSCI World and WisdomTree Physical 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 WisdomTree Physical Gold are associated (or correlated) with SPDR MSCI. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of SPDR MSCI World has no effect on the direction of WisdomTree Physical i.e., WisdomTree Physical and SPDR MSCI go up and down completely randomly.

Pair Corralation between WisdomTree Physical and SPDR MSCI

Assuming the 90 days trading horizon WisdomTree Physical Gold is expected to generate 2.3 times more return on investment than SPDR MSCI. However, WisdomTree Physical is 2.3 times more volatile than SPDR MSCI World. It trades about 0.16 of its potential returns per unit of risk. SPDR MSCI World is currently generating about 0.21 per unit of risk. If you would invest  33,598  in WisdomTree Physical Gold on November 13, 2025 and sell it today you would earn a total of  6,031  from holding WisdomTree Physical Gold or generate 17.95% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

WisdomTree Physical Gold  vs.  SPDR MSCI World

 Performance 
       Timeline  
WisdomTree Physical Gold 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Physical Gold are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, WisdomTree Physical unveiled solid returns over the last few months and may actually be approaching a breakup point.
SPDR MSCI World 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in SPDR MSCI World are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, SPDR MSCI may actually be approaching a critical reversion point that can send shares even higher in March 2026.

WisdomTree Physical and SPDR MSCI Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Physical and SPDR MSCI

The main advantage of trading using opposite WisdomTree Physical and SPDR MSCI positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Physical position performs unexpectedly, SPDR MSCI 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 SPDR MSCI will offset losses from the drop in SPDR MSCI's long position.
The idea behind WisdomTree Physical Gold and SPDR MSCI World 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 My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

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