Tax-loss harvesting alternatives for XSW

The closest fund alternative to XSW (Software (Equal Wt)) is WCLD (WisdomTree Cloud Computing), with a return correlation of 0.93 over the past year. Among single names in the fund's slice of the market, BOX (Box, Inc.) 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
WCLD	WisdomTree Cloud Computing	Cloud Computing	SUB-IND	0.93	0.94	0.95	0.93
IGV	iShares Expanded Tech-Software	Software	INDUSTRY	0.92	0.90	0.93	0.92
CLOU	Global X Cloud Computing ETF	Cloud Computing	SUB-IND	0.89	0.91	0.93	0.92
SKYY	First Trust Cloud Computing	Cloud Computing	SUB-IND	0.88	0.90	0.94	0.93
CIBR	First Trust Cybersecurity ETF	Cybersecurity	SUB-IND	0.80	0.84	0.88	0.89
BUG	Global X Cybersecurity ETF	Cybersecurity	SUB-IND	0.79	0.82	0.86	0.85
HACK	ETFMG Prime Cyber Security	Cybersecurity	SUB-IND	0.78	0.82	0.87	0.89
QQQ	Invesco QQQ Trust	Nasdaq 100	BROAD	0.44	0.67	0.78	0.81
XSD	SPDR S&P Semiconductor ETF	Semiconductors (Equal Wt)	INDUSTRY	0.23	0.55	0.66	0.72
SMH	VanEck Semiconductor ETF	Semiconductors	INDUSTRY	0.20	0.49	0.62	0.68
SOXX	iShares Semiconductor ETF	Semiconductors	INDUSTRY	0.16	0.47	0.60	0.67
PSI	Invesco Semiconductors ETF	Semiconductors	INDUSTRY	0.13	0.46	0.59	0.67

STOCKS

Single-name peers

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

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
BOX	Box, Inc.	Application Software	0.69	0.51	0.56	0.54
BL	BlackLine Systems, Inc.	Application Software	0.69	0.65	0.70	0.64
BSY	Bentley Systems	Application Software	0.66	0.63	0.71	—
ADSK	Autodesk	Application Software	0.65	0.68	0.73	0.73
ALRM	Alarm.Com, Inc.	Application Software	0.65	0.65	0.65	0.60
ADBE	Adobe Inc.	Application Software	0.64	0.54	0.63	0.69
APPF	AppFolio	Application Software	0.63	0.47	0.53	0.57
BILL	Bill Holdings	Application Software	0.61	0.57	0.68	0.65
CDNS	Cadence Design Systems	Application Software	0.60	0.60	0.66	0.69
ACIW	ACI Worldwide	Application Software	0.60	0.60	0.59	0.61
BLKB	Blackbaud	Application Software	0.57	0.50	0.54	0.58
AGYS	Agilysys, Inc.	Application Software	0.52	0.51	0.48	0.50
ATEN	A10 Networks, Inc.	Systems Software	0.34	0.42	0.44	0.46
CALX	Calix	Application Software	0.29	0.40	0.50	0.47

NEXT STEPS

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Replacement research for XSW's peers

BOX BL BSY ADSK ALRM ADBE APPF BILL CDNS ACIW BLKB AGYS ATEN CALX

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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.