Correlation Between Columbia ETF and WisdomTree MidCap

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

Diversification Opportunities for Columbia ETF and WisdomTree MidCap

0.75
  Correlation Coefficient

Poor diversification

The 3 months correlation between Columbia and WisdomTree is 0.75. Overlapping area represents the amount of risk that can be diversified away by holding Columbia ETF Trust and WisdomTree MidCap Dividend in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree MidCap and Columbia ETF 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 Columbia ETF Trust are associated (or correlated) with WisdomTree MidCap. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree MidCap has no effect on the direction of Columbia ETF i.e., Columbia ETF and WisdomTree MidCap go up and down completely randomly.

Pair Corralation between Columbia ETF and WisdomTree MidCap

Given the investment horizon of 90 days Columbia ETF is expected to generate 1.15 times less return on investment than WisdomTree MidCap. But when comparing it to its historical volatility, Columbia ETF Trust is 1.14 times less risky than WisdomTree MidCap. It trades about 0.14 of its potential returns per unit of risk. WisdomTree MidCap Dividend is currently generating about 0.14 of returns per unit of risk over similar time horizon. If you would invest  4,984  in WisdomTree MidCap Dividend on October 10, 2025 and sell it today you would earn a total of  346.00  from holding WisdomTree MidCap Dividend or generate 6.94% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Columbia ETF Trust  vs.  WisdomTree MidCap Dividend

 Performance 
       Timeline  
Columbia ETF Trust 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia ETF Trust are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable fundamental indicators, Columbia ETF is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors.
WisdomTree MidCap 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree MidCap Dividend are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating basic indicators, WisdomTree MidCap may actually be approaching a critical reversion point that can send shares even higher in February 2026.

Columbia ETF and WisdomTree MidCap Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Columbia ETF and WisdomTree MidCap

The main advantage of trading using opposite Columbia ETF and WisdomTree MidCap positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Columbia ETF position performs unexpectedly, WisdomTree MidCap 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 MidCap will offset losses from the drop in WisdomTree MidCap's long position.
The idea behind Columbia ETF Trust and WisdomTree MidCap Dividend 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 Fundamental Analysis module to view fundamental data based on most recent published financial statements.

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