Tax-loss harvesting alternatives for SEI

Among the 17 Oil & Gas Equipment & Services peers screened, LBRT (Liberty Energy, Inc.) has tracked SEI most closely over the past year, with a return correlation of 0.42. The strongest fund stand-in is VOO (Vanguard S&P 500 ETF) at 0.47 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

Run this search live in the Screener →

STOCKS

Single-name peers

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
LBRT	Liberty Energy, Inc.	Oil & Gas Equipment & Services	0.42	0.46	0.51	0.52
AROC	Archrock, Inc.	Oil & Gas Equipment & Services	0.32	0.47	0.50	0.45
WHD	Cactus, Inc.	Oil & Gas Equipment & Services	0.32	0.40	0.47	0.48
AESI	Atlas Energy Solutions, Inc.	Oil & Gas Equipment & Services	0.30	0.34	0.35	—
KGS	Kodiak Gas Services, Inc.	Oil & Gas Equipment & Services	0.30	0.44	0.44	—
BKR	Baker Hughes	Oil & Gas Equipment & Services	0.29	0.38	0.42	0.46
RES	RPC, Inc.	Oil & Gas Equipment & Services	0.29	0.37	0.45	0.48
WFRD	Weatherford International	Oil & Gas Equipment & Services	0.29	0.35	0.37	—
INVX	Innovex International, Inc.	Oil & Gas Equipment & Services	0.28	0.35	0.43	0.48
HLX	Helix Energy Solutions Group, Inc.	Oil & Gas Equipment & Services	0.28	0.30	0.39	0.44
OII	Oceaneering International, Inc.	Oil & Gas Equipment & Services	0.27	0.38	0.44	0.48
NOV	NOV Inc.	Oil & Gas Equipment & Services	0.24	0.33	0.42	0.50
HAL	Halliburton Co.	Oil & Gas Equipment & Services	0.18	0.34	0.45	0.53
SLB	Schlumberger	Oil & Gas Equipment & Services	0.18	0.28	0.40	0.49
FTI	TechnipFMC	Oil & Gas Equipment & Services	0.16	0.35	0.42	0.47
VTOL	Bristow Group Inc.	Oil & Gas Equipment & Services	0.15	0.33	0.38	0.36
TDW	Tidewater, Inc.	Oil & Gas Equipment & Services	0.10	0.23	0.34	0.40

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
VOO	Vanguard S&P 500 ETF	S&P 500	BROAD	0.47	0.41	0.36	0.40
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	0.47	0.41	0.36	0.40
OIH	VanEck Oil Services ETF	Oil Services	SUB-IND	0.38	0.44	0.52	0.59
IEZ	iShares US Oil Equipment & Services	Oil Services	SUB-IND	0.35	0.44	0.52	0.59
CRAK	VanEck Oil Refiners ETF	Oil Refiners	SUB-IND	0.11	0.21	0.32	0.42
VDE	Vanguard Energy ETF	Energy Sector	SECTOR	0.06	0.31	0.43	0.53
FENY	Fidelity MSCI Energy ETF	Energy Sector	SECTOR	0.05	0.31	0.43	0.53
XOP	SPDR S&P Oil & Gas E&P ETF	Oil & Gas E&P	SUB-IND	0.05	0.32	0.43	0.52
IYE	iShares US Energy ETF	Energy Sector	SECTOR	0.03	0.29	0.42	0.51
IEO	iShares US Oil & Gas E&P ETF	Oil & Gas E&P	SUB-IND	0.02	0.29	0.41	0.52
XLE	Energy Select Sector SPDR	Energy Sector	SECTOR	0.01	0.28	0.41	0.51
AMLP	Alerian MLP ETF	Energy Infrastructure	INDUSTRY	-0.01	0.27	0.37	0.41

NEXT STEPS

Harvesting a loss in SEI?

Estimate what the harvest could save →Check the eight wash-sale traps →Document the trade with a Tax Memo →

Replacement research for SEI's peers

LBRT AROC WHD AESI KGS BKR RES WFRD INVX HLX OII NOV HAL SLB FTI VTOL TDW

Browse all tickers →

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.