Tax-loss harvesting alternatives for AIQ

The closest fund alternative to AIQ (AI & Big Data) is IGM (iShares Expanded Tech ETF), with a return correlation of 0.96 over the past year. Among single names in the fund's slice of the market, ALGM (Allegro MicroSystems) tracks it most closely at 0.63 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
IGM	iShares Expanded Tech ETF	Tech Sector	SECTOR	0.96	0.96	0.95	0.95
XLK	Technology Select Sector SPDR	Tech Sector	SECTOR	0.95	0.94	0.93	0.92
IYW	iShares US Technology ETF	Tech Sector	SECTOR	0.95	0.94	0.94	0.93
QQQ	Invesco QQQ Trust	Nasdaq 100	BROAD	0.95	0.95	0.94	0.93
QQQM	Invesco Nasdaq 100 ETF	Nasdaq 100	BROAD	0.95	0.95	0.94	—
VGT	Vanguard Info Tech ETF	Tech Sector	SECTOR	0.94	0.94	0.94	0.93
FTEC	Fidelity MSCI Info Tech ETF	Tech Sector	SECTOR	0.94	0.94	0.94	0.93
SMH	VanEck Semiconductor ETF	Semiconductors	INDUSTRY	0.89	0.89	0.88	0.87
SOXX	iShares Semiconductor ETF	Semiconductors	INDUSTRY	0.87	0.88	0.87	0.87
BOTZ	Global X Robotics & AI	Robotics & AI	SECTOR	0.82	0.87	0.89	0.87
PSI	Invesco Semiconductors ETF	Semiconductors	INDUSTRY	0.81	0.84	0.84	0.85
IGV	iShares Expanded Tech-Software	Software	INDUSTRY	0.53	0.74	0.82	0.86

STOCKS

Single-name peers

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

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
ALGM	Allegro MicroSystems	Semiconductors	0.63	0.63	0.64	—
ACMR	ACM Research, Inc.	Semiconductor Materials & Equipment	0.62	0.54	0.55	0.51
AEIS	Advanced Energy	Semiconductor Materials & Equipment	0.60	0.67	0.67	0.66
ADI	Analog Devices	Semiconductors	0.59	0.65	0.69	0.71
ACLS	Axcelis Technologies, Inc.	Semiconductor Materials & Equipment	0.58	0.61	0.66	0.65
ADEA	Adeia, Inc.	IT Consulting & Other Services	0.51	0.49	0.46	0.44
AKAM	Akamai Technologies	Internet Services & Infrastructure	0.31	0.39	0.42	0.45
AAPL	Apple Inc.	Technology Hardware, Storage & Peripherals	0.18	0.46	0.60	0.66
ADSK	Autodesk	Application Software	0.08	0.40	0.58	0.65
AGYS	Agilysys, Inc.	Application Software	0.03	0.24	0.30	0.36
ADBE	Adobe Inc.	Application Software	0.02	0.31	0.52	0.63
ACIW	ACI Worldwide	Application Software	0.02	0.31	0.42	0.48
ACN	Accenture plc	IT Consulting & Other Services	-0.06	0.20	0.41	0.52

NEXT STEPS

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Replacement research for AIQ's peers

ALGM ACMR AEIS ADI ACLS ADEA AKAM AAPL ADSK AGYS ADBE ACIW ACN

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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.