Correlation Between BetaPro NASDAQ and BMO MSCI

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Can any of the company-specific risk be diversified away by investing in both BetaPro NASDAQ and BMO MSCI 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 BetaPro NASDAQ and BMO MSCI into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between BetaPro NASDAQ 100 2x and BMO MSCI EAFE, you can compare the effects of market volatilities on BetaPro NASDAQ and BMO MSCI 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 BetaPro NASDAQ with a short position of BMO MSCI. Check out your portfolio center. Please also check ongoing floating volatility patterns of BetaPro NASDAQ and BMO MSCI.

Diversification Opportunities for BetaPro NASDAQ and BMO MSCI

-0.86
  Correlation Coefficient

Pay attention - limited upside

The 3 months correlation between BetaPro and BMO is -0.86. Overlapping area represents the amount of risk that can be diversified away by holding BetaPro NASDAQ 100 2x and BMO MSCI EAFE in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on BMO MSCI EAFE and BetaPro NASDAQ 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 BetaPro NASDAQ 100 2x are associated (or correlated) with BMO MSCI. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of BMO MSCI EAFE has no effect on the direction of BetaPro NASDAQ i.e., BetaPro NASDAQ and BMO MSCI go up and down completely randomly.

Pair Corralation between BetaPro NASDAQ and BMO MSCI

Assuming the 90 days trading horizon BetaPro NASDAQ 100 2x is expected to under-perform the BMO MSCI. In addition to that, BetaPro NASDAQ is 3.08 times more volatile than BMO MSCI EAFE. It trades about -0.11 of its total potential returns per unit of risk. BMO MSCI EAFE is currently generating about 0.15 per unit of volatility. If you would invest  3,233  in BMO MSCI EAFE on September 2, 2025 and sell it today you would earn a total of  222.00  from holding BMO MSCI EAFE or generate 6.87% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthSignificant
Accuracy98.44%
ValuesDaily Returns

BetaPro NASDAQ 100 2x  vs.  BMO MSCI EAFE

 Performance 
       Timeline  
BetaPro NASDAQ 100 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days BetaPro NASDAQ 100 2x has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unfluctuating performance in the last few months, the Etf's fundamental indicators remain very healthy which may send shares a bit higher in January 2026. The recent disarray may also be a sign of long period up-swing for the ETF investors.
BMO MSCI EAFE 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in BMO MSCI EAFE are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating primary indicators, BMO MSCI may actually be approaching a critical reversion point that can send shares even higher in January 2026.

BetaPro NASDAQ and BMO MSCI Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with BetaPro NASDAQ and BMO MSCI

The main advantage of trading using opposite BetaPro NASDAQ and BMO MSCI positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if BetaPro NASDAQ position performs unexpectedly, BMO MSCI 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 BMO MSCI will offset losses from the drop in BMO MSCI's long position.
The idea behind BetaPro NASDAQ 100 2x and BMO MSCI EAFE 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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

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