FG
F&G Annuities & Life, Inc.
Financials›Insurance›Life & Health Insurance
11 stocks · 12 ETFs
data as of Oct 8, 2026
REPLACEMENT RESEARCH
Tax-loss harvesting alternatives for FG
Among the 11 Life & Health Insurance peers screened, MET (MetLife Inc.) has tracked FG most closely over the past year, with a return correlation of 0.53. The strongest fund stand-in is VFH (Vanguard Financials ETF) at 0.51 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.
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Single-name peers
| Ticker | Name | Sub-industry | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| MET | MetLife Inc. | Life & Health Insurance | 0.53 | 0.50 | 0.40 | — |
| JXN | Jackson Financial, Inc. | Life & Health Insurance | 0.51 | 0.52 | 0.38 | — |
| PRU | Prudential Financial | Life & Health Insurance | 0.50 | 0.50 | 0.39 | — |
| CNO | CNO Financial Group | Life & Health Insurance | 0.48 | 0.55 | 0.44 | — |
| PFG | Principal Financial Group | Life & Health Insurance | 0.48 | 0.49 | 0.37 | — |
| PRI | Primerica | Life & Health Insurance | 0.43 | 0.45 | 0.35 | — |
| GL | Globe Life | Life & Health Insurance | 0.38 | 0.26 | 0.22 | — |
| UNM | Unum | Life & Health Insurance | 0.35 | 0.39 | 0.30 | — |
| AFL | Aflac Inc. | Life & Health Insurance | 0.31 | 0.36 | 0.29 | — |
| TRUP | Trupanion | Life & Health Insurance | 0.21 | 0.24 | 0.18 | — |
| BHF | Brighthouse Financial | Life & Health Insurance | 0.15 | 0.35 | 0.30 | — |
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 |
|---|---|---|---|---|---|---|---|
| VFH | Vanguard Financials ETF | Financials Sector | SECTOR | 0.51 | 0.53 | 0.43 | — |
| XLF | Financial Select Sector SPDR | Financials Sector | SECTOR | 0.49 | 0.51 | 0.41 | — |
| KBE | SPDR S&P Bank ETF | Banks | INDUSTRY | 0.49 | 0.55 | 0.43 | — |
| IYF | iShares US Financials ETF | Financials Sector | SECTOR | 0.49 | 0.53 | 0.43 | — |
| KRE | SPDR S&P Regional Banking ETF | Regional Banks | SUB-IND | 0.46 | 0.53 | 0.41 | — |
| KIE | SPDR S&P Insurance ETF | Insurance | INDUSTRY | 0.44 | 0.48 | 0.39 | — |
| KBWB | Invesco KBW Bank ETF | Large Banks | INDUSTRY | 0.44 | 0.49 | 0.39 | — |
| IPAY | ETFMG Prime Mobile Payments | Payments | SUB-IND | 0.38 | 0.45 | 0.36 | — |
| IAK | iShares US Insurance ETF | Insurance | INDUSTRY | 0.37 | 0.43 | 0.35 | — |
| IAI | iShares Broker-Dealers & Exchanges | Capital Markets | INDUSTRY | 0.36 | 0.44 | 0.36 | — |
| FINX | Global X FinTech ETF | FinTech | SUB-IND | 0.31 | 0.39 | 0.32 | — |
| ARKF | ARK Fintech Innovation ETF | FinTech (Active) | SUB-IND | 0.21 | 0.34 | 0.27 | — |
NEXT STEPS
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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.