Correlation Between IShares Expanded and Invesco QQQ

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

Diversification Opportunities for IShares Expanded and Invesco QQQ

0.99
  Correlation Coefficient

No risk reduction

The 3 months correlation between IShares and Invesco is 0.99. Overlapping area represents the amount of risk that can be diversified away by holding iShares Expanded Tech 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 IShares Expanded 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 iShares Expanded Tech 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 IShares Expanded i.e., IShares Expanded and Invesco QQQ go up and down completely randomly.

Pair Corralation between IShares Expanded and Invesco QQQ

Considering the 90-day investment horizon iShares Expanded Tech is expected to generate 1.23 times more return on investment than Invesco QQQ. However, IShares Expanded is 1.23 times more volatile than Invesco QQQ Trust. It trades about 0.12 of its potential returns per unit of risk. Invesco QQQ Trust is currently generating about 0.12 per unit of risk. If you would invest  12,079  in iShares Expanded Tech on September 9, 2025 and sell it today you would earn a total of  1,198  from holding iShares Expanded Tech or generate 9.92% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy98.46%
ValuesDaily Returns

iShares Expanded Tech  vs.  Invesco QQQ Trust

 Performance 
       Timeline  
iShares Expanded Tech 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in iShares Expanded Tech are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of very fragile technical and fundamental indicators, IShares Expanded may actually be approaching a critical reversion point that can send shares even higher in January 2026.
Invesco QQQ Trust 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco QQQ Trust are ranked lower than 9 (%) 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.

IShares Expanded and Invesco QQQ Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with IShares Expanded and Invesco QQQ

The main advantage of trading using opposite IShares Expanded and Invesco QQQ positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if IShares Expanded 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 iShares Expanded Tech 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 Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

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