Correlation Between International Business and Dimensional ETF

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

Diversification Opportunities for International Business and Dimensional ETF

0.72
  Correlation Coefficient

Poor diversification

The 3 months correlation between International and Dimensional is 0.72. Overlapping area represents the amount of risk that can be diversified away by holding International Business Machine 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 International Business 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 International Business Machines 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 International Business i.e., International Business and Dimensional ETF go up and down completely randomly.

Pair Corralation between International Business and Dimensional ETF

Considering the 90-day investment horizon International Business Machines is expected to generate 2.42 times more return on investment than Dimensional ETF. However, International Business is 2.42 times more volatile than Dimensional ETF Trust. It trades about 0.2 of its potential returns per unit of risk. Dimensional ETF Trust is currently generating about 0.1 per unit of risk. If you would invest  25,205  in International Business Machines on September 12, 2025 and sell it today you would earn a total of  6,062  from holding International Business Machines or generate 24.05% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

International Business Machine  vs.  Dimensional ETF Trust

 Performance 
       Timeline  
International Business 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in International Business Machines are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating fundamental drivers, International Business displayed solid returns over the last few months and may actually be approaching a breakup point.
Dimensional ETF Trust 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Dimensional ETF Trust are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable basic indicators, Dimensional ETF is not utilizing all of its potentials. The recent stock price agitation, may contribute to short-term losses for the retail investors.

International Business and Dimensional ETF Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with International Business and Dimensional ETF

The main advantage of trading using opposite International Business and Dimensional ETF positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if International Business 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 International Business Machines 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 Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

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