Correlation Between Virtus ETF and First Trust

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

Diversification Opportunities for Virtus ETF and First Trust

0.75
  Correlation Coefficient

Poor diversification

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

Pair Corralation between Virtus ETF and First Trust

Given the investment horizon of 90 days Virtus ETF Trust is expected to generate 1.14 times more return on investment than First Trust. However, Virtus ETF is 1.14 times more volatile than First Trust Exchange Traded. It trades about 0.13 of its potential returns per unit of risk. First Trust Exchange Traded is currently generating about 0.15 per unit of risk. If you would invest  2,725  in Virtus ETF Trust on August 28, 2025 and sell it today you would earn a total of  88.00  from holding Virtus ETF Trust or generate 3.23% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Virtus ETF Trust  vs.  First Trust Exchange Traded

 Performance 
       Timeline  
Virtus ETF Trust 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Virtus ETF Trust are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong primary indicators, Virtus ETF is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
First Trust Exchange 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Exchange Traded are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound technical and fundamental indicators, First Trust is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.

Virtus ETF and First Trust Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Virtus ETF and First Trust

The main advantage of trading using opposite Virtus ETF and First Trust positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Virtus ETF position performs unexpectedly, First 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 First Trust will offset losses from the drop in First Trust's long position.
The idea behind Virtus ETF Trust and First Trust Exchange Traded 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 Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

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