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Tax-loss replacement research
BR
Broadridge Financial Solutions
Industrials›Professional Services›Data Processing & Outsourced Services
6 stocks · 12 ETFs
data as of Oct 7, 2026
REPLACEMENT RESEARCH

Tax-loss harvesting alternatives for BR

Among the 6 Data Processing & Outsourced Services peers screened, EXLS (EXL Service) has tracked BR most closely over the past year, with a return correlation of 0.59. The strongest fund stand-in is IYT (iShares Transportation Average) at 0.14 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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STOCKS

Single-name peers

TickerNameSub-industry1Y3Y5Y10Y
EXLSEXL ServiceData Processing & Outsourced Services0.590.530.550.48
GGenpactData Processing & Outsourced Services0.580.460.480.48
CNXCConcentrixData Processing & Outsourced Services0.360.280.32—
MMSMaximus Inc.Data Processing & Outsourced Services0.320.320.370.41
VRRMVerra Mobility CorporationData Processing & Outsourced Services0.170.230.280.30
MBGLMobility Global, Inc.Data Processing & Outsourced Services————
ETFS

Fund stand-ins

An ETF is generally not 'substantially identical' to a single stock, which is why funds are the standard wash-sale-aware replacement.

TickerNameFocusMatch1Y3Y5Y10Y
IYTiShares Transportation AverageTransportationINDUSTRY0.140.360.450.51
XTNSPDR S&P Transportation ETFTransportationINDUSTRY0.080.310.410.46
IYJiShares US Industrials ETFIndustrials SectorSECTOR0.030.360.510.58
JETSUS Global Jets ETFAirlinesSUB-IND0.030.240.310.36
PPAInvesco Aerospace & Defense ETFAerospace & DefenseINDUSTRY0.010.270.380.48
ITAiShares Aerospace & Defense ETFAerospace & DefenseINDUSTRY0.000.240.340.43
XARSPDR S&P Aerospace & DefenseAerospace & Defense (Equal Wt)INDUSTRY-0.050.200.340.43
XLIIndustrial Select Sector SPDRIndustrials SectorSECTOR-0.100.290.450.53
BOTZGlobal X Robotics & AIRobotics & AISECTOR-0.100.190.380.47
VISVanguard Industrials ETFIndustrials SectorSECTOR-0.120.280.440.53
FIDUFidelity MSCI Industrials ETFIndustrials SectorSECTOR-0.130.270.440.53
PAVEGlobal X US InfrastructureInfrastructureSECTOR-0.200.210.410.49
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Method: Pearson correlation of daily closing-price returns, Yahoo Finance data, series aligned by trading day, refreshed weekly. A cell is blank when overlapping history covers less than 60% of its window. Correlation is descriptive, not predictive. Wash-sale treatment depends on facts and circumstances — confirm with a tax professional. Not investment advice.