Tax-loss harvesting alternatives for BAH

Among the 7 Research & Consulting Services peers screened, EFX (Equifax) has tracked BAH most closely over the past year, with a return correlation of 0.45. The strongest fund stand-in is PPA (Invesco Aerospace & Defense ETF) at 0.22 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
EFX	Equifax	Research & Consulting Services	0.45	0.32	0.29	0.32
EXPO	Exponent, Inc.	Research & Consulting Services	0.45	0.30	0.32	0.35
TRU	TransUnion	Research & Consulting Services	0.41	0.23	0.24	0.30
FCN	FTI Consulting	Research & Consulting Services	0.41	0.30	0.29	0.31
VRSK	Verisk Analytics	Research & Consulting Services	0.28	0.22	0.25	0.36
LZ	LegalZoom.com, Inc.	Research & Consulting Services	0.28	0.16	0.13	—
ULS	UL Solutions	Research & Consulting Services	0.02	0.11	—	—

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
PPA	Invesco Aerospace & Defense ETF	Aerospace & Defense	INDUSTRY	0.22	0.30	0.39	0.45
XTN	SPDR S&P Transportation ETF	Transportation	INDUSTRY	0.20	0.21	0.23	0.30
IYT	iShares Transportation Average	Transportation	INDUSTRY	0.20	0.19	0.22	0.32
XAR	SPDR S&P Aerospace & Defense	Aerospace & Defense (Equal Wt)	INDUSTRY	0.16	0.22	0.30	0.37
ITA	iShares Aerospace & Defense ETF	Aerospace & Defense	INDUSTRY	0.14	0.20	0.30	0.37
IYJ	iShares US Industrials ETF	Industrials Sector	SECTOR	0.12	0.20	0.27	0.38
JETS	US Global Jets ETF	Airlines	SUB-IND	0.11	0.13	0.15	0.21
XLI	Industrial Select Sector SPDR	Industrials Sector	SECTOR	0.05	0.18	0.27	0.37
VIS	Vanguard Industrials ETF	Industrials Sector	SECTOR	0.05	0.18	0.27	0.37
FIDU	Fidelity MSCI Industrials ETF	Industrials Sector	SECTOR	0.04	0.18	0.27	0.37
PAVE	Global X US Infrastructure	Infrastructure	SECTOR	0.01	0.14	0.23	0.31
BOTZ	Global X Robotics & AI	Robotics & AI	SECTOR	-0.01	0.13	0.18	0.28

NEXT STEPS

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Replacement research for BAH's peers

EFX EXPO TRU FCN VRSK LZ ULS

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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.