Tax-loss harvesting alternatives for IAK

The closest fund alternative to IAK (Insurance) is KIE (SPDR S&P Insurance ETF), with a return correlation of 0.93 over the past year. Among single names in the fund's slice of the market, CB (Chubb Limited) tracks it most closely at 0.83 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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ETFS

Fund stand-ins

Funds covering similar ground. Two funds tracking the same index may themselves be 'substantially identical' for wash-sale purposes.

Ticker	Name	Focus	Match	1Y	3Y	5Y	10Y
KIE	SPDR S&P Insurance ETF	Insurance	INDUSTRY	0.93	0.95	0.96	0.97
XLF	Financial Select Sector SPDR	Financials Sector	SECTOR	0.52	0.70	0.79	0.88
VFH	Vanguard Financials ETF	Financials Sector	SECTOR	0.52	0.69	0.78	0.88
IYF	iShares US Financials ETF	Financials Sector	SECTOR	0.50	0.70	0.79	0.88
KBE	SPDR S&P Bank ETF	Banks	INDUSTRY	0.43	0.52	0.65	0.78
KRE	SPDR S&P Regional Banking ETF	Regional Banks	SUB-IND	0.42	0.49	0.61	0.75
KBWB	Invesco KBW Bank ETF	Large Banks	INDUSTRY	0.28	0.49	0.65	0.79
IPAY	ETFMG Prime Mobile Payments	Payments	SUB-IND	0.26	0.45	0.51	0.63
IAI	iShares Broker-Dealers & Exchanges	Capital Markets	INDUSTRY	0.12	0.46	0.61	0.76
FINX	Global X FinTech ETF	FinTech	SUB-IND	0.05	0.32	0.41	0.51
ARKF	ARK Fintech Innovation ETF	FinTech (Active)	SUB-IND	-0.04	0.23	0.32	0.37
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	-0.05	0.36	0.54	0.70

STOCKS

Single-name peers

Single names inside the fund's slice of the market.

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
CB	Chubb Limited	Property & Casualty Insurance	0.83	0.81	0.83	0.85
ALL	Allstate Corp.	Property & Casualty Insurance	0.81	0.80	0.76	0.77
ACGL	Arch Capital Group	Property & Casualty Insurance	0.81	0.78	0.77	0.81
CINF	Cincinnati Financial	Property & Casualty Insurance	0.77	0.81	0.77	0.78
AFL	Aflac Inc.	Life & Health Insurance	0.72	0.75	0.79	0.80
AFG	American Financial Group	Multi-line Insurance	0.67	0.73	0.76	0.80
AIG	American Intl Group	Multi-line Insurance	0.66	0.74	0.81	0.83
AGO	Assured Guaranty Ltd.	Property & Casualty Insurance	0.58	0.61	0.67	0.71
AMSF	Amerisafe, Inc.	Property & Casualty Insurance	0.57	0.52	0.53	0.57
AIZ	Assurant	Multi-line Insurance	0.57	0.69	0.64	0.71
EIG	Employers Holdings, Inc.	Property & Casualty Insurance	0.56	0.62	0.61	0.61
CNO	CNO Financial Group	Life & Health Insurance	0.56	0.66	0.71	0.79
BRK-B	Berkshire Hathaway (B)	Multi-line Insurance	0.52	0.68	0.74	0.79
BHF	Brighthouse Financial	Life & Health Insurance	0.12	0.41	0.56	0.72

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Replacement research for IAK's peers

CB ALL ACGL CINF AFL AFG AIG AGO AMSF AIZ EIG CNO BRK-B BHF

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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.