Correlation Between Invesco QQQ and Innovator Small

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

Diversification Opportunities for Invesco QQQ and Innovator Small

0.88
  Correlation Coefficient

Very poor diversification

The 3 months correlation between Invesco and Innovator is 0.88. Overlapping area represents the amount of risk that can be diversified away by holding Invesco QQQ Trust and Innovator Small Cap in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Innovator Small Cap and Invesco QQQ 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 Invesco QQQ Trust are associated (or correlated) with Innovator Small. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Innovator Small Cap has no effect on the direction of Invesco QQQ i.e., Invesco QQQ and Innovator Small go up and down completely randomly.

Pair Corralation between Invesco QQQ and Innovator Small

Considering the 90-day investment horizon Invesco QQQ Trust is expected to generate 1.73 times more return on investment than Innovator Small. However, Invesco QQQ is 1.73 times more volatile than Innovator Small Cap. It trades about 0.09 of its potential returns per unit of risk. Innovator Small Cap is currently generating about 0.08 per unit of risk. If you would invest  57,644  in Invesco QQQ Trust on August 16, 2025 and sell it today you would earn a total of  3,196  from holding Invesco QQQ Trust or generate 5.54% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy98.44%
ValuesDaily Returns

Invesco QQQ Trust  vs.  Innovator Small Cap

 Performance 
       Timeline  
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 7 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable basic indicators, Invesco QQQ is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors.
Innovator Small Cap 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Innovator Small Cap are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable basic indicators, Innovator Small is not utilizing all of its potentials. The recent stock price agitation, may contribute to short-term losses for the retail investors.

Invesco QQQ and Innovator Small Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Invesco QQQ and Innovator Small

The main advantage of trading using opposite Invesco QQQ and Innovator Small positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Invesco QQQ position performs unexpectedly, Innovator Small 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 Innovator Small will offset losses from the drop in Innovator Small's long position.
The idea behind Invesco QQQ Trust and Innovator Small Cap 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 My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

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