Correlation Between Vanguard Total and Xtrackers National

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

Diversification Opportunities for Vanguard Total and Xtrackers National

0.01
  Correlation Coefficient

Significant diversification

The 3 months correlation between Vanguard and Xtrackers is 0.01. Overlapping area represents the amount of risk that can be diversified away by holding Vanguard Total Bond and Xtrackers National Critical in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Xtrackers National and Vanguard Total 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 Vanguard Total Bond are associated (or correlated) with Xtrackers National. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Xtrackers National has no effect on the direction of Vanguard Total i.e., Vanguard Total and Xtrackers National go up and down completely randomly.

Pair Corralation between Vanguard Total and Xtrackers National

Considering the 90-day investment horizon Vanguard Total is expected to generate 1.82 times less return on investment than Xtrackers National. But when comparing it to its historical volatility, Vanguard Total Bond is 4.62 times less risky than Xtrackers National. It trades about 0.08 of its potential returns per unit of risk. Xtrackers National Critical is currently generating about 0.03 of returns per unit of risk over similar time horizon. If you would invest  3,662  in Xtrackers National Critical on October 9, 2025 and sell it today you would earn a total of  53.00  from holding Xtrackers National Critical or generate 1.45% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Vanguard Total Bond  vs.  Xtrackers National Critical

 Performance 
       Timeline  
Vanguard Total Bond 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Total Bond are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, Vanguard Total is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
Xtrackers National 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Xtrackers National Critical are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, Xtrackers National is not utilizing all of its potentials. The recent stock price tumult, may contribute to shorter-term losses for the shareholders.

Vanguard Total and Xtrackers National Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Vanguard Total and Xtrackers National

The main advantage of trading using opposite Vanguard Total and Xtrackers National positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Vanguard Total position performs unexpectedly, Xtrackers National 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 Xtrackers National will offset losses from the drop in Xtrackers National's long position.
The idea behind Vanguard Total Bond and Xtrackers National Critical 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 Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

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