Tax-loss harvesting alternatives for AZO

Among the 13 Automotive Retail peers screened, ORLY (O'Reilly Automotive) has tracked AZO most closely over the past year, with a return correlation of 0.79. The strongest fund stand-in is RTH (VanEck Retail ETF) at 0.43 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
ORLY	O'Reilly Automotive	Automotive Retail	0.79	0.77	0.78	0.77
AAP	Advance Auto Parts	Automotive Retail	0.48	0.37	0.40	0.51
VVV	Valvoline	Automotive Retail	0.34	0.28	0.30	0.33
AN	AutoNation	Automotive Retail	0.23	0.19	0.27	0.35
ABG	Asbury Automotive Group	Automotive Retail	0.20	0.18	0.23	0.33
SAH	Sonic Automotive, Inc.	Automotive Retail	0.19	0.15	0.21	0.32
GPI	Group 1 Automotive, Inc.	Automotive Retail	0.18	0.17	0.24	0.32
PAG	Penske Automotive Group	Automotive Retail	0.16	0.20	0.27	0.38
MUSA	Murphy USA	Automotive Retail	0.14	0.22	0.30	0.34
LAD	Lithia Motors	Automotive Retail	0.10	0.14	0.19	0.30
KMX	CarMax, Inc.	Automotive Retail	0.09	0.15	0.22	0.33
PHIN	PHINIA, Inc.	Automotive Retail	0.07	0.07	0.05	—
CVNA	Carvana	Automotive Retail	-0.01	0.06	0.10	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
RTH	VanEck Retail ETF	Retail	INDUSTRY	0.43	0.41	0.46	0.51
ITB	iShares US Home Construction	Homebuilders	SUB-IND	0.32	0.26	0.31	0.41
IYC	iShares US Consumer Discretionary	Cons Discretionary Sector	SECTOR	0.28	0.25	0.33	0.43
XRT	SPDR S&P Retail ETF	Retail	INDUSTRY	0.27	0.25	0.33	0.41
XHB	SPDR S&P Homebuilders ETF	Homebuilders	SUB-IND	0.26	0.23	0.31	0.43
PEJ	Invesco Leisure & Entertainment	Leisure & Entertainment	INDUSTRY	0.24	0.19	0.25	0.35
XLY	Consumer Discretionary SPDR	Cons Discretionary Sector	SECTOR	0.21	0.21	0.30	0.40
FDIS	Fidelity MSCI Consumer Discretionary	Cons Discretionary Sector	SECTOR	0.19	0.20	0.29	0.39
VCR	Vanguard Consumer Discretionary	Cons Discretionary Sector	SECTOR	0.19	0.19	0.29	0.40
BETZ	Roundhill Sports Betting iGaming	Sports Betting	SUB-IND	0.08	0.16	0.22	0.21
DRIV	Global X Autonomous & EV ETF	Autonomous & EV	INDUSTRY	-0.07	0.03	0.16	0.28
CARZ	First Trust S-Network EV & FV	Autos & EVs	INDUSTRY	-0.12	-0.01	0.13	0.25

NEXT STEPS

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Replacement research for AZO's peers

ORLY AAP VVV AN ABG SAH GPI PAG MUSA LAD KMX PHIN CVNA

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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.