Correlation Between Xtrackers MSCI and VictoryShares 500

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Can any of the company-specific risk be diversified away by investing in both Xtrackers MSCI and VictoryShares 500 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 Xtrackers MSCI and VictoryShares 500 into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Xtrackers MSCI Japan and VictoryShares 500 Enhanced, you can compare the effects of market volatilities on Xtrackers MSCI and VictoryShares 500 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 Xtrackers MSCI with a short position of VictoryShares 500. Check out your portfolio center. Please also check ongoing floating volatility patterns of Xtrackers MSCI and VictoryShares 500.

Diversification Opportunities for Xtrackers MSCI and VictoryShares 500

0.42
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Xtrackers and VictoryShares is 0.42. Overlapping area represents the amount of risk that can be diversified away by holding Xtrackers MSCI Japan and VictoryShares 500 Enhanced in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on VictoryShares 500 and Xtrackers 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 Xtrackers MSCI Japan are associated (or correlated) with VictoryShares 500. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of VictoryShares 500 has no effect on the direction of Xtrackers MSCI i.e., Xtrackers MSCI and VictoryShares 500 go up and down completely randomly.

Pair Corralation between Xtrackers MSCI and VictoryShares 500

Given the investment horizon of 90 days Xtrackers MSCI Japan is expected to generate 1.52 times more return on investment than VictoryShares 500. However, Xtrackers MSCI is 1.52 times more volatile than VictoryShares 500 Enhanced. It trades about 0.1 of its potential returns per unit of risk. VictoryShares 500 Enhanced is currently generating about 0.01 per unit of risk. If you would invest  8,961  in Xtrackers MSCI Japan on October 6, 2025 and sell it today you would earn a total of  592.00  from holding Xtrackers MSCI Japan or generate 6.61% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Xtrackers MSCI Japan  vs.  VictoryShares 500 Enhanced

 Performance 
       Timeline  
Xtrackers MSCI Japan 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Xtrackers MSCI Japan are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Even with relatively sluggish forward-looking indicators, Xtrackers MSCI may actually be approaching a critical reversion point that can send shares even higher in February 2026.
VictoryShares 500 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in VictoryShares 500 Enhanced are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy technical and fundamental indicators, VictoryShares 500 is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors.

Xtrackers MSCI and VictoryShares 500 Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Xtrackers MSCI and VictoryShares 500

The main advantage of trading using opposite Xtrackers MSCI and VictoryShares 500 positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Xtrackers MSCI position performs unexpectedly, VictoryShares 500 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 VictoryShares 500 will offset losses from the drop in VictoryShares 500's long position.
The idea behind Xtrackers MSCI Japan and VictoryShares 500 Enhanced 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 Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

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