Correlation Between WisdomTree Global and YieldMax Target

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Can any of the company-specific risk be diversified away by investing in both WisdomTree Global and YieldMax Target 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 Global and YieldMax Target into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between WisdomTree Global Defense and YieldMax Target 12, you can compare the effects of market volatilities on WisdomTree Global and YieldMax Target 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 Global with a short position of YieldMax Target. Check out your portfolio center. Please also check ongoing floating volatility patterns of WisdomTree Global and YieldMax Target.

Diversification Opportunities for WisdomTree Global and YieldMax Target

0.71
  Correlation Coefficient

Poor diversification

The 3 months correlation between WisdomTree and YieldMax is 0.71. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Global Defense and YieldMax Target 12 in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on YieldMax Target 12 and WisdomTree Global 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 Global Defense are associated (or correlated) with YieldMax Target. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of YieldMax Target 12 has no effect on the direction of WisdomTree Global i.e., WisdomTree Global and YieldMax Target go up and down completely randomly.

Pair Corralation between WisdomTree Global and YieldMax Target

Given the investment horizon of 90 days WisdomTree Global Defense is expected to generate 2.01 times more return on investment than YieldMax Target. However, WisdomTree Global is 2.01 times more volatile than YieldMax Target 12. It trades about 0.16 of its potential returns per unit of risk. YieldMax Target 12 is currently generating about 0.2 per unit of risk. If you would invest  2,997  in WisdomTree Global Defense on November 16, 2025 and sell it today you would earn a total of  412.00  from holding WisdomTree Global Defense or generate 13.75% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

WisdomTree Global Defense  vs.  YieldMax Target 12

 Performance 
       Timeline  
WisdomTree Global Defense 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Global Defense are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Despite nearly unsteady technical and fundamental indicators, WisdomTree Global reported solid returns over the last few months and may actually be approaching a breakup point.
YieldMax Target 12 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in YieldMax Target 12 are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, YieldMax Target may actually be approaching a critical reversion point that can send shares even higher in March 2026.

WisdomTree Global and YieldMax Target Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Global and YieldMax Target

The main advantage of trading using opposite WisdomTree Global and YieldMax Target positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Global position performs unexpectedly, YieldMax Target 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 YieldMax Target will offset losses from the drop in YieldMax Target's long position.
The idea behind WisdomTree Global Defense and YieldMax Target 12 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 Fundamental Analysis module to view fundamental data based on most recent published financial statements.

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