Tax-loss harvesting alternatives for SRVR

The closest fund alternative to SRVR (Data Center & Tower REITs) is IVV (iShares Core S&P 500), with a return correlation of 0.59 over the past year. Among single names in the fund's slice of the market, DLR (Digital Realty) tracks it most closely at 0.71 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
IVV	iShares Core S&P 500	S&P 500	BROAD	0.59	0.56	0.66	0.72
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	0.59	0.56	0.66	0.71
VOO	Vanguard S&P 500 ETF	S&P 500	BROAD	0.58	0.56	0.66	0.72
XLRE	Real Estate Select Sector SPDR	Real Estate Sector	SECTOR	0.56	0.77	0.85	0.86
VNQ	Vanguard Real Estate ETF	REITs	SECTOR	0.54	0.76	0.84	0.84
IYR	iShares US Real Estate ETF	REITs	SECTOR	0.54	0.77	0.84	0.84
SCHH	Schwab US REIT ETF	REITs	SECTOR	0.52	0.75	0.83	0.80
QQQ	Invesco QQQ Trust	Nasdaq 100	BROAD	0.51	0.47	0.59	0.64
INDS	Pacer Industrial Real Estate ETF	Industrial REITs	SUB-IND	0.51	0.70	0.77	0.79
USRT	iShares Core US REIT ETF	REITs	SECTOR	0.48	0.73	0.80	0.79
RWR	SPDR Dow Jones REIT ETF	REITs	SECTOR	0.42	0.70	0.78	0.76
REZ	iShares Residential & Multisector RE	Residential REITs	SUB-IND	0.28	0.60	0.70	0.71

STOCKS

Single-name peers

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

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
DLR	Digital Realty	Data Center REITs	0.71	0.71	0.75	0.76
EQIX	Equinix Inc.	Data Center REITs	0.67	0.72	0.78	0.81
CCI	Crown Castle	Telecom Tower REITs	0.44	0.58	0.70	0.76
AMT	American Tower	Telecom Tower REITs	0.43	0.60	0.72	0.78
SBAC	SBA Communications	Telecom Tower REITs	0.40	0.57	0.68	0.73

NEXT STEPS

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Replacement research for SRVR's peers

DLR EQIX CCI AMT SBAC

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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.