Correlation Between SPDR Dow and Vanguard Dividend

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

Diversification Opportunities for SPDR Dow and Vanguard Dividend

0.59
  Correlation Coefficient

Very weak diversification

The 3 months correlation between SPDR and Vanguard is 0.59. Overlapping area represents the amount of risk that can be diversified away by holding SPDR Dow Jones and Vanguard Dividend Growth in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Vanguard Dividend Growth and SPDR Dow 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 SPDR Dow Jones are associated (or correlated) with Vanguard Dividend. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Vanguard Dividend Growth has no effect on the direction of SPDR Dow i.e., SPDR Dow and Vanguard Dividend go up and down completely randomly.

Pair Corralation between SPDR Dow and Vanguard Dividend

Considering the 90-day investment horizon SPDR Dow Jones is expected to generate 1.27 times more return on investment than Vanguard Dividend. However, SPDR Dow is 1.27 times more volatile than Vanguard Dividend Growth. It trades about 0.08 of its potential returns per unit of risk. Vanguard Dividend Growth is currently generating about 0.0 per unit of risk. If you would invest  44,652  in SPDR Dow Jones on August 21, 2025 and sell it today you would earn a total of  1,478  from holding SPDR Dow Jones or generate 3.31% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

SPDR Dow Jones  vs.  Vanguard Dividend Growth

 Performance 
       Timeline  
SPDR Dow Jones 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in SPDR Dow Jones are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong forward indicators, SPDR Dow is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
Vanguard Dividend Growth 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Vanguard Dividend Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Vanguard Dividend is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.

SPDR Dow and Vanguard Dividend Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with SPDR Dow and Vanguard Dividend

The main advantage of trading using opposite SPDR Dow and Vanguard Dividend positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if SPDR Dow position performs unexpectedly, Vanguard Dividend 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 Vanguard Dividend will offset losses from the drop in Vanguard Dividend's long position.
The idea behind SPDR Dow Jones and Vanguard Dividend Growth 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 Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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