Correlation Between IShares MSCI and Fidelity MSCI

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

Diversification Opportunities for IShares MSCI and Fidelity MSCI

0.42
  Correlation Coefficient

Very weak diversification

The 3 months correlation between IShares and Fidelity is 0.42. Overlapping area represents the amount of risk that can be diversified away by holding iShares MSCI USA and Fidelity MSCI Health in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Fidelity MSCI Health and IShares MSCI 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 MSCI USA are associated (or correlated) with Fidelity MSCI. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Fidelity MSCI Health has no effect on the direction of IShares MSCI i.e., IShares MSCI and Fidelity MSCI go up and down completely randomly.

Pair Corralation between IShares MSCI and Fidelity MSCI

Given the investment horizon of 90 days IShares MSCI is expected to generate 2.8 times less return on investment than Fidelity MSCI. In addition to that, IShares MSCI is 2.49 times more volatile than Fidelity MSCI Health. It trades about 0.06 of its total potential returns per unit of risk. Fidelity MSCI Health is currently generating about 0.42 per unit of volatility. If you would invest  6,819  in Fidelity MSCI Health on August 13, 2025 and sell it today you would earn a total of  263.00  from holding Fidelity MSCI Health or generate 3.86% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

iShares MSCI USA  vs.  Fidelity MSCI Health

 Performance 
       Timeline  
iShares MSCI USA 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in iShares MSCI USA are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable essential indicators, IShares MSCI is not utilizing all of its potentials. The newest stock price disturbance, may contribute to mid-run losses for the stockholders.
Fidelity MSCI Health 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity MSCI Health are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. In spite of rather conflicting essential indicators, Fidelity MSCI may actually be approaching a critical reversion point that can send shares even higher in December 2025.

IShares MSCI and Fidelity MSCI Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with IShares MSCI and Fidelity MSCI

The main advantage of trading using opposite IShares MSCI and Fidelity MSCI positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if IShares MSCI position performs unexpectedly, Fidelity MSCI 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 Fidelity MSCI will offset losses from the drop in Fidelity MSCI's long position.
The idea behind iShares MSCI USA and Fidelity MSCI Health 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 Content Syndication module to quickly integrate customizable finance content to your own investment portal.

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