Tax-loss harvesting alternatives for ADUS

Among the 21 Health Care Services peers screened, CHE (Chemed Corp.) has tracked ADUS most closely over the past year, with a return correlation of 0.38. The strongest fund stand-in is XHS (SPDR S&P Health Care Services) at 0.52 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
CHE	Chemed Corp.	Health Care Services	0.38	0.34	0.36	0.41
CON	Concentra Group Holdings Parent, Inc.	Health Care Services	0.30	0.28	—	—
PRVA	Privia Health Group, Inc.	Health Care Services	0.29	0.33	0.32	—
HCA	HCA Healthcare	Health Care Services	0.29	0.21	0.26	0.27
RDNT	RadNet, Inc.	Health Care Services	0.27	0.32	0.34	0.27
VCYT	Veracyte, Inc.	Health Care Services	0.26	0.28	0.31	0.26
MD	Pediatrix Medical Group	Health Care Services	0.26	0.29	0.29	0.20
SHC	Sotera Health	Health Care Services	0.25	0.22	0.15	—
AMN	Amn Healthcare Services, Inc.	Health Care Services	0.25	0.20	0.21	0.21
LH	Labcorp	Health Care Services	0.23	0.24	0.27	0.27
ALHC	Alignment Healthcare, Inc.	Health Care Services	0.21	0.18	0.23	—
NEO	NeoGenomics Laboratories, Inc.	Health Care Services	0.21	0.20	0.20	0.23
BTSG	BrightSpring Health Services	Health Care Services	0.20	0.24	—	—
DGX	Quest Diagnostics	Health Care Services	0.20	0.19	0.22	0.23
PGNY	Progyny, Inc.	Health Care Services	0.18	0.18	0.26	0.24
CRVL	CorVel Corporation	Health Care Services	0.15	0.26	0.30	0.30
CVS	CVS Health	Health Care Services	0.14	0.14	0.17	0.18
LFST	Lifestance Health	Health Care Services	0.10	0.19	0.23	—
DVA	DaVita	Health Care Services	0.10	0.19	0.18	0.23
SDGR	Schrödinger, Inc.	Health Care Services	0.10	0.18	0.24	0.19
HIMS	Hims & Hers Health	Health Care Services	0.07	0.18	0.20	0.16

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
XHS	SPDR S&P Health Care Services	Health Care Services	INDUSTRY	0.52	0.51	0.53	0.47
IHF	iShares Health Care Providers	Health Care Providers	INDUSTRY	0.36	0.33	0.38	0.38
VHT	Vanguard Health Care ETF	Health Care Sector	SECTOR	0.30	0.31	0.36	0.38
IHI	iShares Medical Devices ETF	Medical Devices	SUB-IND	0.30	0.30	0.35	0.38
FHLC	Fidelity MSCI Health Care ETF	Health Care Sector	SECTOR	0.29	0.32	0.37	0.38
IYH	iShares US Healthcare ETF	Health Care Sector	SECTOR	0.28	0.30	0.34	0.36
XLV	Health Care Select Sector SPDR	Health Care Sector	SECTOR	0.28	0.29	0.33	0.35
PPH	VanEck Pharma ETF	Pharmaceuticals	INDUSTRY	0.22	0.22	0.28	0.30
IHE	iShares US Pharmaceuticals ETF	Pharmaceuticals	INDUSTRY	0.20	0.24	0.27	0.31
IBB	iShares Biotechnology ETF	Biotechnology	INDUSTRY	0.20	0.26	0.32	0.33
XPH	SPDR S&P Pharmaceuticals	Pharmaceuticals (Equal Wt)	INDUSTRY	0.18	0.26	0.33	0.32
XBI	SPDR S&P Biotech ETF	Biotechnology (Equal Wt)	INDUSTRY	0.13	0.25	0.31	0.32

NEXT STEPS

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Replacement research for ADUS's peers

CHE CON PRVA HCA RDNT VCYT MD SHC AMN LH ALHC NEO BTSG DGX PGNY CRVL CVS LFST DVA SDGR HIMS

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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.