Tax-loss harvesting alternatives for EFX

Among the 7 Research & Consulting Services peers screened, TRU (TransUnion) has tracked EFX most closely over the past year, with a return correlation of 0.85. The strongest fund stand-in is IYT (iShares Transportation Average) at 0.34 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
TRU	TransUnion	Research & Consulting Services	0.85	0.74	0.74	0.71
LZ	LegalZoom.com, Inc.	Research & Consulting Services	0.51	0.36	0.38	—
VRSK	Verisk Analytics	Research & Consulting Services	0.51	0.42	0.49	0.50
EXPO	Exponent, Inc.	Research & Consulting Services	0.49	0.41	0.44	0.40
BAH	Booz Allen Hamilton	Research & Consulting Services	0.45	0.32	0.29	0.32
FCN	FTI Consulting	Research & Consulting Services	0.44	0.29	0.22	0.21
ULS	UL Solutions	Research & Consulting Services	0.14	0.24	—	—

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
IYT	iShares Transportation Average	Transportation	INDUSTRY	0.34	0.44	0.52	0.50
XTN	SPDR S&P Transportation ETF	Transportation	INDUSTRY	0.33	0.44	0.51	0.49
JETS	US Global Jets ETF	Airlines	SUB-IND	0.27	0.36	0.40	0.38
IYJ	iShares US Industrials ETF	Industrials Sector	SECTOR	0.24	0.47	0.57	0.55
XLI	Industrial Select Sector SPDR	Industrials Sector	SECTOR	0.11	0.39	0.50	0.50
PPA	Invesco Aerospace & Defense ETF	Aerospace & Defense	INDUSTRY	0.11	0.31	0.40	0.45
VIS	Vanguard Industrials ETF	Industrials Sector	SECTOR	0.10	0.40	0.51	0.51
ITA	iShares Aerospace & Defense ETF	Aerospace & Defense	INDUSTRY	0.10	0.27	0.35	0.40
FIDU	Fidelity MSCI Industrials ETF	Industrials Sector	SECTOR	0.09	0.39	0.51	0.51
BOTZ	Global X Robotics & AI	Robotics & AI	SECTOR	0.06	0.33	0.48	0.47
XAR	SPDR S&P Aerospace & Defense	Aerospace & Defense (Equal Wt)	INDUSTRY	0.05	0.27	0.38	0.42
PAVE	Global X US Infrastructure	Infrastructure	SECTOR	0.05	0.35	0.47	0.48

NEXT STEPS

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Replacement research for EFX's peers

TRU LZ VRSK EXPO BAH FCN ULS

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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.