Correlation Between WisdomTree Yield and RBB Fund

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

Diversification Opportunities for WisdomTree Yield and RBB Fund

0.66
  Correlation Coefficient

Poor diversification

The 3 months correlation between WisdomTree and RBB is 0.66. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Yield Enhanced and The RBB Fund in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on RBB Fund and WisdomTree Yield 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 Yield Enhanced are associated (or correlated) with RBB Fund. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of RBB Fund has no effect on the direction of WisdomTree Yield i.e., WisdomTree Yield and RBB Fund go up and down completely randomly.

Pair Corralation between WisdomTree Yield and RBB Fund

Given the investment horizon of 90 days WisdomTree Yield is expected to generate 5.57 times less return on investment than RBB Fund. But when comparing it to its historical volatility, WisdomTree Yield Enhanced is 17.61 times less risky than RBB Fund. It trades about 0.29 of its potential returns per unit of risk. The RBB Fund is currently generating about 0.09 of returns per unit of risk over similar time horizon. If you would invest  3,370  in The RBB Fund on November 13, 2025 and sell it today you would earn a total of  220.00  from holding The RBB Fund or generate 6.53% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

WisdomTree Yield Enhanced  vs.  The RBB Fund

 Performance 
       Timeline  
WisdomTree Yield Enhanced 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Yield Enhanced are ranked lower than 22 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable basic indicators, WisdomTree Yield is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.
RBB Fund 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in The RBB Fund are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain technical and fundamental indicators, RBB Fund may actually be approaching a critical reversion point that can send shares even higher in March 2026.

WisdomTree Yield and RBB Fund Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Yield and RBB Fund

The main advantage of trading using opposite WisdomTree Yield and RBB Fund positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Yield position performs unexpectedly, RBB Fund 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 RBB Fund will offset losses from the drop in RBB Fund's long position.
The idea behind WisdomTree Yield Enhanced and The RBB Fund 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 Stocks Directory module to find actively traded stocks across global markets.

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