Tax-loss harvesting alternatives for IGM

The closest fund alternative to IGM (Tech Sector) is IYW (iShares US Technology ETF), with a return correlation of 0.99 over the past year. Among single names in the fund's slice of the market, AEIS (Advanced Energy) tracks it most closely at 0.64 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
IYW	iShares US Technology ETF	Tech Sector	SECTOR	0.99	0.99	0.99	0.99
XLK	Technology Select Sector SPDR	Tech Sector	SECTOR	0.98	0.98	0.98	0.98
VGT	Vanguard Info Tech ETF	Tech Sector	SECTOR	0.98	0.98	0.98	0.98
FTEC	Fidelity MSCI Info Tech ETF	Tech Sector	SECTOR	0.98	0.98	0.98	0.98
QQQM	Invesco Nasdaq 100 ETF	Nasdaq 100	BROAD	0.97	0.98	0.98	—
QQQ	Invesco QQQ Trust	Nasdaq 100	BROAD	0.97	0.98	0.98	0.98
AIQ	Global X Artificial Intelligence & Tech	AI & Big Data	SECTOR	0.96	0.96	0.95	0.95
SMH	VanEck Semiconductor ETF	Semiconductors	INDUSTRY	0.91	0.92	0.91	0.90
SOXX	iShares Semiconductor ETF	Semiconductors	INDUSTRY	0.88	0.89	0.89	0.89
PSI	Invesco Semiconductors ETF	Semiconductors	INDUSTRY	0.83	0.86	0.86	0.86
BOTZ	Global X Robotics & AI	Robotics & AI	SECTOR	0.81	0.85	0.88	0.86
IGV	iShares Expanded Tech-Software	Software	INDUSTRY	0.55	0.76	0.85	0.89

STOCKS

Single-name peers

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

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
AEIS	Advanced Energy	Semiconductor Materials & Equipment	0.64	0.68	0.68	0.68
ALGM	Allegro MicroSystems	Semiconductors	0.63	0.61	0.64	—
ACMR	ACM Research, Inc.	Semiconductor Materials & Equipment	0.62	0.51	0.52	0.46
ACLS	Axcelis Technologies, Inc.	Semiconductor Materials & Equipment	0.60	0.62	0.67	0.64
ADI	Analog Devices	Semiconductors	0.59	0.67	0.72	0.73
ADEA	Adeia, Inc.	IT Consulting & Other Services	0.52	0.47	0.44	0.42
AKAM	Akamai Technologies	Internet Services & Infrastructure	0.31	0.37	0.42	0.45
AAPL	Apple Inc.	Technology Hardware, Storage & Peripherals	0.23	0.51	0.66	0.74
ADSK	Autodesk	Application Software	0.05	0.41	0.60	0.67
ACIW	ACI Worldwide	Application Software	0.04	0.33	0.43	0.50
AGYS	Agilysys, Inc.	Application Software	0.04	0.24	0.30	0.34
ADBE	Adobe Inc.	Application Software	0.00	0.33	0.55	0.68
ACN	Accenture plc	IT Consulting & Other Services	-0.09	0.20	0.43	0.56

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Replacement research for IGM's peers

AEIS ALGM ACMR ACLS ADI ADEA AKAM AAPL ADSK ACIW AGYS ADBE ACN

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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.