Correlation Between IShares MSCI and Avantis Small

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

Diversification Opportunities for IShares MSCI and Avantis Small

0.77
  Correlation Coefficient

Poor diversification

The 3 months correlation between IShares and Avantis is 0.77. Overlapping area represents the amount of risk that can be diversified away by holding iShares MSCI ACWI and Avantis Small Cap in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Avantis Small Cap and IShares MSCI 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 iShares MSCI ACWI are associated (or correlated) with Avantis Small. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Avantis Small Cap has no effect on the direction of IShares MSCI i.e., IShares MSCI and Avantis Small go up and down completely randomly.

Pair Corralation between IShares MSCI and Avantis Small

Given the investment horizon of 90 days iShares MSCI ACWI is expected to generate 0.53 times more return on investment than Avantis Small. However, iShares MSCI ACWI is 1.88 times less risky than Avantis Small. It trades about 0.17 of its potential returns per unit of risk. Avantis Small Cap is currently generating about 0.07 per unit of risk. If you would invest  13,129  in iShares MSCI ACWI on July 27, 2025 and sell it today you would earn a total of  957.00  from holding iShares MSCI ACWI or generate 7.29% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

iShares MSCI ACWI  vs.  Avantis Small Cap

 Performance 
       Timeline  
iShares MSCI ACWI 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in iShares MSCI ACWI are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Despite fairly abnormal basic indicators, IShares MSCI may actually be approaching a critical reversion point that can send shares even higher in November 2025.
Avantis Small Cap 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Avantis Small Cap are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Avantis Small is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors.

IShares MSCI and Avantis Small Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with IShares MSCI and Avantis Small

The main advantage of trading using opposite IShares MSCI and Avantis Small positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if IShares MSCI position performs unexpectedly, Avantis Small 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 Avantis Small will offset losses from the drop in Avantis Small's long position.
The idea behind iShares MSCI ACWI and Avantis Small Cap 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 Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.

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