Tax-loss harvesting alternatives for CART

Among the 6 Food Retail peers screened, ACI (Albertsons) has tracked CART most closely over the past year, with a return correlation of 0.21. The strongest fund stand-in is PBJ (Invesco Food & Beverage ETF) at 0.18 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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STOCKS

Single-name peers

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
ACI	Albertsons	Food Retail	0.21	0.15	—	—
SFM	Sprouts Farmers Market	Food Retail	0.14	0.18	—	—
KR	Kroger Co.	Food Retail	0.13	0.18	—	—
GO	Grocery Outlet	Food Retail	0.08	0.12	—	—
CASY	Casey's	Food Retail	-0.03	0.13	—	—
UNFI	United Natural Foods Inc	Food Retail	-0.04	0.08	—	—

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.

Ticker	Name	Focus	Match	1Y	3Y	5Y	10Y
PBJ	Invesco Food & Beverage ETF	Food & Beverage	INDUSTRY	0.18	0.30	—	—
RTH	VanEck Retail ETF	Retail	INDUSTRY	0.12	0.23	—	—
VTI	Vanguard Total Stock Market	Total US Market	BROAD	0.12	0.27	—	—
IWF	iShares Russell 1000 Growth	Large Growth	BROAD	0.11	0.25	—	—
VOO	Vanguard S&P 500 ETF	S&P 500	BROAD	0.11	0.26	—	—
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	0.11	0.26	—	—
IVV	iShares Core S&P 500	S&P 500	BROAD	0.10	0.26	—	—
IWM	iShares Russell 2000	Small-Cap	BROAD	0.10	0.26	—	—
FSTA	Fidelity MSCI Consumer Staples	Cons Staples Sector	SECTOR	0.07	0.20	—	—
VDC	Vanguard Consumer Staples ETF	Cons Staples Sector	SECTOR	0.06	0.19	—	—
XLP	Consumer Staples Select SPDR	Cons Staples Sector	SECTOR	0.04	0.15	—	—
IYK	iShares US Consumer Staples ETF	Cons Staples Sector	SECTOR	-0.02	0.10	—	—

NEXT STEPS

Harvesting a loss in CART?

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Replacement research for CART's peers

ACI SFM KR GO CASY UNFI

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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.