Correlation Between Fidelity Covington and Invesco QQQ

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

Diversification Opportunities for Fidelity Covington and Invesco QQQ

0.83
  Correlation Coefficient

Very poor diversification

The 3 months correlation between Fidelity and Invesco is 0.83. Overlapping area represents the amount of risk that can be diversified away by holding Fidelity Covington Trust and Invesco QQQ Trust in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Invesco QQQ Trust and Fidelity Covington 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 Fidelity Covington Trust are associated (or correlated) with Invesco QQQ. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Invesco QQQ Trust has no effect on the direction of Fidelity Covington i.e., Fidelity Covington and Invesco QQQ go up and down completely randomly.

Pair Corralation between Fidelity Covington and Invesco QQQ

Given the investment horizon of 90 days Fidelity Covington Trust is expected to under-perform the Invesco QQQ. But the etf apears to be less risky and, when comparing its historical volatility, Fidelity Covington Trust is 1.4 times less risky than Invesco QQQ. The etf trades about -0.13 of its potential returns per unit of risk. The Invesco QQQ Trust is currently generating about -0.07 of returns per unit of risk over similar time horizon. If you would invest  63,208  in Invesco QQQ Trust on September 2, 2025 and sell it today you would lose (1,283) from holding Invesco QQQ Trust or give up 2.03% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

Fidelity Covington Trust  vs.  Invesco QQQ Trust

 Performance 
       Timeline  
Fidelity Covington Trust 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Covington Trust are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak primary indicators, Fidelity Covington may actually be approaching a critical reversion point that can send shares even higher in January 2026.
Invesco QQQ Trust 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco QQQ Trust are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Even with relatively fragile basic indicators, Invesco QQQ may actually be approaching a critical reversion point that can send shares even higher in January 2026.

Fidelity Covington and Invesco QQQ Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Fidelity Covington and Invesco QQQ

The main advantage of trading using opposite Fidelity Covington and Invesco QQQ positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Fidelity Covington position performs unexpectedly, Invesco QQQ 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 Invesco QQQ will offset losses from the drop in Invesco QQQ's long position.
The idea behind Fidelity Covington Trust and Invesco QQQ Trust 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 AI Portfolio Prophet module to use AI to generate optimal portfolios and find profitable investment opportunities.

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