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Harvest
Tax-loss replacement research
BR
Broadridge Financial Solutions
IndustrialsProfessional ServicesData Processing & Outsourced Services
6 stocks · 12 ETFs
data as of Aug 24, 2026
REPLACEMENT RESEARCH

Tax-loss harvesting alternatives for BR

Among the 6 Data Processing & Outsourced Services peers screened, EXLS (EXL Service) has tracked BR most closely over the past year, with a return correlation of 0.59. The strongest fund stand-in is IYT (iShares Transportation Average) at 0.14 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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STOCKS

Single-name peers

TickerNameSub-industry1Y3Y5Y10Y
EXLSEXL ServiceData Processing & Outsourced Services0.590.530.540.48
GGenpactData Processing & Outsourced Services0.560.450.480.47
CNXCConcentrixData Processing & Outsourced Services0.350.280.32
MMSMaximus Inc.Data Processing & Outsourced Services0.290.310.360.41
VRRMVerra Mobility CorporationData Processing & Outsourced Services0.160.220.270.30
MBGLMobility Global, Inc.Data Processing & Outsourced Services
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.

TickerNameFocusMatch1Y3Y5Y10Y
IYTiShares Transportation AverageTransportationINDUSTRY0.140.370.460.51
XTNSPDR S&P Transportation ETFTransportationINDUSTRY0.090.320.420.47
IYJiShares US Industrials ETFIndustrials SectorSECTOR0.060.380.520.59
JETSUS Global Jets ETFAirlinesSUB-IND0.030.250.310.36
PPAInvesco Aerospace & Defense ETFAerospace & DefenseINDUSTRY0.010.270.390.48
ITAiShares Aerospace & Defense ETFAerospace & DefenseINDUSTRY-0.000.240.350.44
XARSPDR S&P Aerospace & DefenseAerospace & Defense (Equal Wt)INDUSTRY-0.040.210.350.43
XLIIndustrial Select Sector SPDRIndustrials SectorSECTOR-0.070.310.460.54
BOTZGlobal X Robotics & AIRobotics & AISECTOR-0.080.210.390.47
VISVanguard Industrials ETFIndustrials SectorSECTOR-0.090.300.460.53
FIDUFidelity MSCI Industrials ETFIndustrials SectorSECTOR-0.100.290.460.53
PAVEGlobal X US InfrastructureInfrastructureSECTOR-0.160.230.420.50
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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.