Tax-loss harvesting alternatives for IYJ

The closest fund alternative to IYJ (Industrials Sector) is VIS (Vanguard Industrials ETF), with a return correlation of 0.95 over the past year. Among single names in the fund's slice of the market, AIT (Applied Industrial Technologies) tracks it most closely at 0.69 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
VIS	Vanguard Industrials ETF	Industrials Sector	SECTOR	0.95	0.97	0.97	0.98
XLI	Industrial Select Sector SPDR	Industrials Sector	SECTOR	0.95	0.97	0.97	0.97
FIDU	Fidelity MSCI Industrials ETF	Industrials Sector	SECTOR	0.95	0.97	0.97	0.98
PAVE	Global X US Infrastructure	Infrastructure	SECTOR	0.90	0.93	0.93	0.93
PPA	Invesco Aerospace & Defense ETF	Aerospace & Defense	INDUSTRY	0.77	0.81	0.82	0.89
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	0.76	0.85	0.89	0.92
ITA	iShares Aerospace & Defense ETF	Aerospace & Defense	INDUSTRY	0.75	0.76	0.78	0.85
IYT	iShares Transportation Average	Transportation	INDUSTRY	0.74	0.81	0.84	0.88
XAR	SPDR S&P Aerospace & Defense	Aerospace & Defense (Equal Wt)	INDUSTRY	0.74	0.76	0.79	0.85
JETS	US Global Jets ETF	Airlines	SUB-IND	0.70	0.73	0.72	0.72
XTN	SPDR S&P Transportation ETF	Transportation	INDUSTRY	0.69	0.79	0.82	0.84
BOTZ	Global X Robotics & AI	Robotics & AI	SECTOR	0.64	0.73	0.78	0.79

STOCKS

Single-name peers

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

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
AIT	Applied Industrial Technologies	Trading Companies & Distributors	0.69	0.75	0.70	0.71
AIR	AAR Corp.	Aerospace & Defense	0.66	0.62	0.62	0.63
ALK	Alaska Air Group	Passenger Airlines	0.66	0.61	0.62	0.63
AGCO	AGCO	Agricultural & Farm Machinery	0.57	0.57	0.62	0.66
ALG	Alamo Group	Construction Machinery & Heavy Transportation Equipment	0.56	0.59	0.60	0.64
ALGT	Allegiant Travel	Passenger Airlines	0.55	0.56	0.56	0.57
AAL	American Airlines	Passenger Airlines	0.54	0.55	0.58	0.55
ACA	Arcosa, Inc.	Construction & Engineering	0.52	0.62	0.59	0.63
AIN	Albany International Corp.	Industrial Machinery & Supplies & Components	0.47	0.57	0.61	0.62
AAON	AAON	Building Products	0.45	0.50	0.49	0.50
ACM	AECOM	Construction & Engineering	0.36	0.55	0.63	0.68
ABM	ABM Industries, Inc.	Environmental & Facilities Services	0.33	0.45	0.50	0.56
AGX	Argan, Inc.	Construction & Engineering	0.26	0.31	0.32	0.36
ADP	Automatic Data Processing	Human Resource & Employment Services	0.00	0.34	0.53	0.66

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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.