Correlation Between WisdomTree Inflation and YieldMax Target

Specify exactly 2 symbols:
Can any of the company-specific risk be diversified away by investing in both WisdomTree Inflation 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 Inflation 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 Inflation Plus and YieldMax Target 12, you can compare the effects of market volatilities on WisdomTree Inflation 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 Inflation with a short position of YieldMax Target. Check out your portfolio center. Please also check ongoing floating volatility patterns of WisdomTree Inflation and YieldMax Target.

Diversification Opportunities for WisdomTree Inflation and YieldMax Target

0.42
  Correlation Coefficient

Very weak diversification

The 3 months correlation between WisdomTree and YieldMax is 0.42. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Inflation Plus 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 Inflation 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 Inflation Plus 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 Inflation i.e., WisdomTree Inflation and YieldMax Target go up and down completely randomly.

Pair Corralation between WisdomTree Inflation and YieldMax Target

Given the investment horizon of 90 days WisdomTree Inflation is expected to generate 1.7 times less return on investment than YieldMax Target. In addition to that, WisdomTree Inflation is 1.81 times more volatile than YieldMax Target 12. It trades about 0.06 of its total potential returns per unit of risk. YieldMax Target 12 is currently generating about 0.2 per unit of volatility. If you would invest  4,752  in YieldMax Target 12 on November 15, 2025 and sell it today you would earn a total of  397.38  from holding YieldMax Target 12 or generate 8.36% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

WisdomTree Inflation Plus  vs.  YieldMax Target 12

 Performance 
       Timeline  
WisdomTree Inflation Plus 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Inflation Plus are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable forward indicators, WisdomTree Inflation is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors.
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 weak basic indicators, YieldMax Target may actually be approaching a critical reversion point that can send shares even higher in March 2026.

WisdomTree Inflation and YieldMax Target Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Inflation and YieldMax Target

The main advantage of trading using opposite WisdomTree Inflation and YieldMax Target positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Inflation 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 Inflation Plus 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.
Check out your portfolio center.
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.

Other Complementary Tools

Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Stocks Directory
Find actively traded stocks across global markets
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas