Tax-loss harvesting alternatives for PBH

Among the 30 Pharmaceuticals peers screened, PRGO (Perrigo) has tracked PBH most closely over the past year, with a return correlation of 0.35. The strongest fund stand-in is IHI (iShares Medical Devices ETF) at 0.41 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
PRGO	Perrigo	Pharmaceuticals	0.35	0.32	0.29	0.29
AMPH	Amphstar Pharmaceuticals, Inc.	Pharmaceuticals	0.32	0.24	0.24	0.21
ANIP	ANI Pharmaceuticals, Inc.	Pharmaceuticals	0.31	0.22	0.17	0.23
INVA	Innoviva, Inc.	Pharmaceuticals	0.27	0.24	0.22	0.24
LLY	Eli Lilly	Pharmaceuticals	0.26	0.24	0.23	0.25
ZTS	Zoetis Inc.	Pharmaceuticals	0.24	0.26	0.27	0.29
PFE	Pfizer Inc.	Pharmaceuticals	0.24	0.17	0.18	0.24
SNY	Sanofi S.A.	Pharmaceuticals	0.23	0.16	0.18	0.24
SUPN	Supernus Pharmaceuticals, Inc.	Pharmaceuticals	0.23	0.24	0.24	0.22
JNJ	Johnson & Johnson	Pharmaceuticals	0.22	0.17	0.21	0.29
AMRX	Amneal Pharmaceuticals	Pharmaceuticals	0.22	0.22	0.19	0.22
COLL	Collegium Pharmaceutical, Inc.	Pharmaceuticals	0.22	0.17	0.17	0.19
GSK	GSK plc	Pharmaceuticals	0.21	0.16	0.19	0.22
BMY	Bristol-Myers Squibb	Pharmaceuticals	0.21	0.17	0.19	0.25
MRK	Merck & Co.	Pharmaceuticals	0.20	0.17	0.19	0.26
VTRS	Viatris	Pharmaceuticals	0.16	0.22	0.21	0.26
ACAD	Acadia Pharmaceuticals	Pharmaceuticals	0.16	0.21	0.18	0.17
AZN	AstraZeneca	Pharmaceuticals	0.15	0.17	0.19	0.22
ABBV	AbbVie Inc.	Pharmaceuticals	0.12	0.13	0.17	0.26
ELAN	Elanco	Pharmaceuticals	0.12	0.12	0.14	0.22
NVO	Novo Nordisk	Pharmaceuticals	0.12	0.13	0.13	0.17
PAHC	Phibro Animal Health	Pharmaceuticals	0.11	0.28	0.29	0.29
ALKS	Alkermes plc	Pharmaceuticals	0.08	0.18	0.18	0.23
PCRX	Pacira BioSciences, Inc.	Pharmaceuticals	0.08	0.07	0.11	0.17
INDV	Indivior	Pharmaceuticals	0.08	0.11	0.03	0.02
PTCT	PTC Therapeutics, Inc.	Pharmaceuticals	0.07	0.16	0.15	0.15
OGN	Organon & Co.	Pharmaceuticals	0.06	0.14	0.15	—
LQDA	Liquidia Corporation	Pharmaceuticals	0.01	0.04	0.03	0.09
JAZZ	Jazz Pharmaceuticals	Pharmaceuticals	-0.00	0.13	0.17	0.24
CORT	Corcept Therapeutics Incorporated	Pharmaceuticals	-0.05	0.05	0.09	0.13

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
IHI	iShares Medical Devices ETF	Medical Devices	SUB-IND	0.41	0.33	0.34	0.37
XLV	Health Care Select Sector SPDR	Health Care Sector	SECTOR	0.38	0.35	0.37	0.42
IYH	iShares US Healthcare ETF	Health Care Sector	SECTOR	0.37	0.35	0.37	0.42
VHT	Vanguard Health Care ETF	Health Care Sector	SECTOR	0.36	0.35	0.37	0.42
FHLC	Fidelity MSCI Health Care ETF	Health Care Sector	SECTOR	0.36	0.35	0.37	0.42
XHE	SPDR S&P Health Care Equipment	Medical Devices (Equal Wt)	SUB-IND	0.35	0.35	0.33	0.36
PPH	VanEck Pharma ETF	Pharmaceuticals	INDUSTRY	0.32	0.31	0.34	0.42
IHE	iShares US Pharmaceuticals ETF	Pharmaceuticals	INDUSTRY	0.31	0.34	0.36	0.42
XPH	SPDR S&P Pharmaceuticals	Pharmaceuticals (Equal Wt)	INDUSTRY	0.20	0.31	0.31	0.39
IHF	iShares Health Care Providers	Health Care Providers	INDUSTRY	0.18	0.21	0.27	0.36
IBB	iShares Biotechnology ETF	Biotechnology	INDUSTRY	0.16	0.26	0.26	0.32
XBI	SPDR S&P Biotech ETF	Biotechnology (Equal Wt)	INDUSTRY	0.08	0.22	0.20	0.28

NEXT STEPS

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Replacement research for PBH's peers

PRGO AMPH ANIP INVA LLY ZTS PFE SNY SUPN JNJ AMRX COLL GSK BMY MRK VTRS ACAD AZN ABBV ELAN NVO PAHC ALKS PCRX INDV PTCT OGN LQDA JAZZ CORT

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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.