Is pairs trading profitable on dual-listed interfamily ETFs? Evidence from iShares

Loading...
Thumbnail Image

URL

Journal Title

Journal ISSN

Volume Title

School of Business | Bachelor's thesis

Date

2020

Major/Subject

Mcode

Degree programme

Rahoitus

Language

en

Pages

20

Series

Abstract

I examine the risk and return characteristics of pairs trading using a sample of 16 dual-listed U.S. and U.K exchange-traded funds during 2010-2019. Moreover, I analyze whether the profitability can be attributed to mean reversion. I construct pairs based on the same underlying index and use cointegration to model the trading signals. I find that the pairs trading anomaly persists and yields average annualized excess returns of 11.5%. The returns remain significant even when adjusted for systematic risk. However, by analyzing the price behavior on the day of divergence, the return distribution between the listings, and the differing performance of the long and short positions, I find that the profitability cannot be attributed solely to mean reversion. Instead, my findings indicate that the strategy exploits a lead-lag relationship between the U.S. and U.K. ETFs. On average, the ETF listed in the U.K. acts as a follower and generates most of the profits.

Description

Thesis advisor

Spickers, Theresa

Keywords

pairs trading, cointegration, exchange-traded funds, arbitrage

Other note

Citation