Correlation Between WisdomTree SmallCap and First Trust

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Correlation between WisdomTree SmallCap Dividend and First Trust IndustrialsProducer describes the degree of alignment in their return patterns. This context relates to the level of diversifiable risk when both are considered together.
This reference page shows whether WisdomTree SmallCap Dividend and First Trust IndustrialsProducer provide true diversification or mostly duplicate risk. The data shows how directional alignment between the two changes over time. Pair behavior can be examined further through a long WisdomTree SmallCap and short First Trust test. Go to your portfolio center

Diversification Opportunities for WisdomTree SmallCap and First Trust

0.89
  Correlation Coefficient
Very poor diversification
The 3 months correlation between WisdomTree and First is 0.89. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree SmallCap Dividend and First Trust IndustrialsProduce in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on First Trust and WisdomTree SmallCap 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 SmallCap Dividend are associated (or correlated) with First Trust. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of First Trust has no effect on the direction of WisdomTree SmallCap i.e., WisdomTree SmallCap and First Trust go up and down completely randomly.

Pair Corralation between WisdomTree SmallCap and First Trust

Considering the 90-day investment horizon WisdomTree SmallCap Dividend is expected to generate 0.85 times more return on investment than First Trust. However, WisdomTree SmallCap Dividend is 1.17 times less risky than First Trust. It trades about 0.1 of its potential returns per unit of risk. First Trust IndustrialsProducer is currently generating about 0.01 per unit of risk. If you had invested $ 3,391 in WisdomTree SmallCap Dividend on December 26, 2025 and sold it today you would have earned a total of $ 223.00 from holding WisdomTree SmallCap Dividend or generated 6.58% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

WisdomTree SmallCap Dividend  vs.  First Trust IndustrialsProduce

 Performance 
       Timeline  
WisdomTree SmallCap 
Risk-Adjusted Performance
Moderate
 
Weak
 
Strong
On a recent 90-day basis, WisdomTree SmallCap Dividend sits below 7% of comparable global equities and portfolios in risk-adjusted performance. Current market capitalization is about 3.52 Million. In spite of comparatively unsteady technical and fundamental indicators, WisdomTree SmallCap may actually be approaching a critical reversion point that can send shares even higher in April 2026. ...more
First Trust 
Risk-Adjusted Performance
Soft
 
Weak
 
Strong
For the recent 90-day horizon, First Trust IndustrialsProducer failed to convert risk into positive risk-adjusted performance. This reading is usually reviewed beside volatility, downside risk, and benchmark-relative behavior before conviction is increased. Even with relatively invariable basic indicators, First Trust is not utilizing all of its potential. The new price agitation may contribute to short-term losses for retail investors. ...more

WisdomTree SmallCap and First Trust Volatility Contrast

   Predicted Return Distribution   
       Density  

Pair Trading with WisdomTree SmallCap and First Trust

Pair trading between WisdomTree SmallCap and First Trust can reduce some unsystematic risk by balancing one position against another. The objective is to profit from relative movement while reducing dependence on the market's overall direction.
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The information on this page should be treated as a complementary input when building or adjusting a diversified portfolio. The stronger workflow is to validate these signals with other models before acting. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.

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