Correlation Between SPDR Russell and WisdomTree Trust

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Can any of the company-specific risk be diversified away by investing in both SPDR Russell and WisdomTree Trust 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 SPDR Russell and WisdomTree Trust into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between SPDR Russell 1000 and WisdomTree Trust , you can compare the effects of market volatilities on SPDR Russell and WisdomTree Trust 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 SPDR Russell with a short position of WisdomTree Trust. Check out your portfolio center. Please also check ongoing floating volatility patterns of SPDR Russell and WisdomTree Trust.

Diversification Opportunities for SPDR Russell and WisdomTree Trust

0.8
  Correlation Coefficient

Very poor diversification

The 3 months correlation between SPDR and WisdomTree is 0.8. Overlapping area represents the amount of risk that can be diversified away by holding SPDR Russell 1000 and WisdomTree Trust in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Trust and SPDR Russell 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 SPDR Russell 1000 are associated (or correlated) with WisdomTree Trust. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Trust has no effect on the direction of SPDR Russell i.e., SPDR Russell and WisdomTree Trust go up and down completely randomly.

Pair Corralation between SPDR Russell and WisdomTree Trust

Given the investment horizon of 90 days SPDR Russell 1000 is expected to under-perform the WisdomTree Trust. In addition to that, SPDR Russell is 1.1 times more volatile than WisdomTree Trust . It trades about -0.09 of its total potential returns per unit of risk. WisdomTree Trust is currently generating about -0.07 per unit of volatility. If you would invest  11,473  in WisdomTree Trust on August 22, 2025 and sell it today you would lose (345.00) from holding WisdomTree Trust or give up 3.01% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

SPDR Russell 1000  vs.  WisdomTree Trust

 Performance 
       Timeline  
SPDR Russell 1000 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days SPDR Russell 1000 has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong technical and fundamental indicators, SPDR Russell is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
WisdomTree Trust 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days WisdomTree Trust has generated negative risk-adjusted returns adding no value to investors with long positions. Despite quite persistent basic indicators, WisdomTree Trust is not utilizing all of its potentials. The newest stock price mess, may contribute to short-term losses for the institutional investors.

SPDR Russell and WisdomTree Trust Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with SPDR Russell and WisdomTree Trust

The main advantage of trading using opposite SPDR Russell and WisdomTree Trust positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if SPDR Russell position performs unexpectedly, WisdomTree Trust 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 WisdomTree Trust will offset losses from the drop in WisdomTree Trust's long position.
The idea behind SPDR Russell 1000 and WisdomTree 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 Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

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