Correlation Between Schwab Emerging and Vanguard Mega

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

Diversification Opportunities for Schwab Emerging and Vanguard Mega

0.08
  Correlation Coefficient

Significant diversification

The 3 months correlation between Schwab and Vanguard is 0.08. Overlapping area represents the amount of risk that can be diversified away by holding Schwab Emerging Markets and Vanguard Mega Cap in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Vanguard Mega Cap and Schwab Emerging 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 Schwab Emerging Markets are associated (or correlated) with Vanguard Mega. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Vanguard Mega Cap has no effect on the direction of Schwab Emerging i.e., Schwab Emerging and Vanguard Mega go up and down completely randomly.

Pair Corralation between Schwab Emerging and Vanguard Mega

Given the investment horizon of 90 days Schwab Emerging is expected to generate 1.9 times less return on investment than Vanguard Mega. In addition to that, Schwab Emerging is 1.46 times more volatile than Vanguard Mega Cap. It trades about 0.04 of its total potential returns per unit of risk. Vanguard Mega Cap is currently generating about 0.12 per unit of volatility. If you would invest  13,740  in Vanguard Mega Cap on October 7, 2025 and sell it today you would earn a total of  651.00  from holding Vanguard Mega Cap or generate 4.74% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthInsignificant
Accuracy100.0%
ValuesDaily Returns

Schwab Emerging Markets  vs.  Vanguard Mega Cap

 Performance 
       Timeline  
Schwab Emerging Markets 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Schwab Emerging Markets are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound technical indicators, Schwab Emerging is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
Vanguard Mega Cap 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Mega Cap are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable technical and fundamental indicators, Vanguard Mega is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors.

Schwab Emerging and Vanguard Mega Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Schwab Emerging and Vanguard Mega

The main advantage of trading using opposite Schwab Emerging and Vanguard Mega positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Schwab Emerging position performs unexpectedly, Vanguard Mega 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 Vanguard Mega will offset losses from the drop in Vanguard Mega's long position.
The idea behind Schwab Emerging Markets and Vanguard Mega 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 Share Portfolio module to track or share privately all of your investments from the convenience of any device.

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