Correlation Between IShares SMIM and WisdomTree Physical

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Does pairing iShares SMIM ETF with WisdomTree Physical Bitcoin lower idiosyncratic risk? The view summarizes correlation to explain the diversifiable risk of holding iShares SMIM ETF and WisdomTree Physical Bitcoin together.
Review iShares SMIM ETF against WisdomTree Physical Bitcoin to separate temporary co-movement from persistent structural correlation. You can also test a long IShares SMIM and short WisdomTree Physical structure to evaluate relative-value behavior. Review volatility patterns in IShares SMIM and WisdomTree Physical. Go to your portfolio center

Diversification Opportunities for IShares SMIM and WisdomTree Physical

-0.69
  Correlation Coefficient
Excellent diversification
The 3 months correlation between IShares and WisdomTree is -0.69. Overlapping area represents the amount of risk that can be diversified away by holding iShares SMIM ETF and WisdomTree Physical Bitcoin in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Physical and IShares SMIM 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 SMIM ETF are associated (or correlated) with WisdomTree Physical. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Physical has no effect on the direction of IShares SMIM i.e., IShares SMIM and WisdomTree Physical go up and down completely randomly.

Pair Corralation between IShares SMIM and WisdomTree Physical

Assuming the 90-day trading horizon IShares SMIM is expected to generate 65.87 times less return on investment than WisdomTree Physical. But when comparing it to its historical volatility, iShares SMIM ETF is 7.83 times less risky than WisdomTree Physical. It trades about 0.01 of its potential returns per unit of risk. WisdomTree Physical Bitcoin is currently generating about 0.04 of returns per unit of risk over similar time horizon. If you had invested 1,652 in WisdomTree Physical Bitcoin on December 17, 2025 and sold it today you would have earned a total of 98.00 from holding WisdomTree Physical Bitcoin or generated 5.93% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

iShares SMIM ETF  vs.  WisdomTree Physical Bitcoin

 Performance 
       Timeline  
iShares SMIM ETF 
Risk-Adjusted Performance
Weak
 
Weak
 
Strong
During the last 90 trading days, iShares SMIM ETF produced negative risk-adjusted performance, which signals weak return efficiency for investors with long positions. Used correctly, this score helps investors distinguish between raw price movement and actual return efficiency. Despite somewhat strong basic indicators, IShares SMIM is not utilizing all of its potential. The latest price disturbance may contribute to short-term losses for investors. ...more
WisdomTree Physical 
Risk-Adjusted Performance
Mild
 
Weak
 
Strong
Compared with the broader market, risk-adjusted returns on WisdomTree Physical Bitcoin rank lower than 3% of all global equities and portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. In spite of fairly abnormal basic indicators, WisdomTree Physical showed solid returns over the last few months and may actually be approaching a breakup point. ...more

IShares SMIM and WisdomTree Physical Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with IShares SMIM and WisdomTree Physical

A paired position in IShares SMIM and WisdomTree Physical is useful when investors want a more relative-value expression than a simple directional trade. The stronger process checks whether the correlation is stable enough to justify the hedge logic before the trade is sized.
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The analysis presented here should support, not replace, the broader process of selecting and combining portfolio holdings. The practical goal is to improve the mix of assets already under consideration. 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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