Correlation Between Fidelity International and Dimensional ETF

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

Diversification Opportunities for Fidelity International and Dimensional ETF

0.52
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Fidelity and Dimensional is 0.52. Overlapping area represents the amount of risk that can be diversified away by holding Fidelity International Small and Dimensional ETF Trust in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Dimensional ETF Trust and Fidelity International 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 International Small are associated (or correlated) with Dimensional ETF. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Dimensional ETF Trust has no effect on the direction of Fidelity International i.e., Fidelity International and Dimensional ETF go up and down completely randomly.

Pair Corralation between Fidelity International and Dimensional ETF

Assuming the 90 days horizon Fidelity International is expected to generate 12.06 times less return on investment than Dimensional ETF. But when comparing it to its historical volatility, Fidelity International Small is 1.86 times less risky than Dimensional ETF. It trades about 0.01 of its potential returns per unit of risk. Dimensional ETF Trust is currently generating about 0.03 of returns per unit of risk over similar time horizon. If you would invest  3,079  in Dimensional ETF Trust on August 20, 2025 and sell it today you would earn a total of  61.00  from holding Dimensional ETF Trust or generate 1.98% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Fidelity International Small  vs.  Dimensional ETF Trust

 Performance 
       Timeline  
Fidelity International 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Fidelity International Small has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Fidelity International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Dimensional ETF Trust 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Dimensional ETF Trust are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Dimensional ETF is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors.

Fidelity International and Dimensional ETF Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Fidelity International and Dimensional ETF

The main advantage of trading using opposite Fidelity International and Dimensional ETF positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Fidelity International position performs unexpectedly, Dimensional ETF 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 Dimensional ETF will offset losses from the drop in Dimensional ETF's long position.
The idea behind Fidelity International Small and Dimensional ETF 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.
Check out your portfolio center.
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 Anywhere module to track or share privately all of your investments from the convenience of any device.

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