BR
Broadridge Financial Solutions
Industrials›Professional Services›Data 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.
Run this search live in the Screener →STOCKS
Single-name peers
| Ticker | Name | Sub-industry | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| EXLS | EXL Service | Data Processing & Outsourced Services | 0.59 | 0.53 | 0.54 | 0.48 |
| G | Genpact | Data Processing & Outsourced Services | 0.56 | 0.45 | 0.48 | 0.47 |
| CNXC | Concentrix | Data Processing & Outsourced Services | 0.35 | 0.28 | 0.32 | — |
| MMS | Maximus Inc. | Data Processing & Outsourced Services | 0.29 | 0.31 | 0.36 | 0.41 |
| VRRM | Verra Mobility Corporation | Data Processing & Outsourced Services | 0.16 | 0.22 | 0.27 | 0.30 |
| MBGL | Mobility 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.
| Ticker | Name | Focus | Match | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| IYT | iShares Transportation Average | Transportation | INDUSTRY | 0.14 | 0.37 | 0.46 | 0.51 |
| XTN | SPDR S&P Transportation ETF | Transportation | INDUSTRY | 0.09 | 0.32 | 0.42 | 0.47 |
| IYJ | iShares US Industrials ETF | Industrials Sector | SECTOR | 0.06 | 0.38 | 0.52 | 0.59 |
| JETS | US Global Jets ETF | Airlines | SUB-IND | 0.03 | 0.25 | 0.31 | 0.36 |
| PPA | Invesco Aerospace & Defense ETF | Aerospace & Defense | INDUSTRY | 0.01 | 0.27 | 0.39 | 0.48 |
| ITA | iShares Aerospace & Defense ETF | Aerospace & Defense | INDUSTRY | -0.00 | 0.24 | 0.35 | 0.44 |
| XAR | SPDR S&P Aerospace & Defense | Aerospace & Defense (Equal Wt) | INDUSTRY | -0.04 | 0.21 | 0.35 | 0.43 |
| XLI | Industrial Select Sector SPDR | Industrials Sector | SECTOR | -0.07 | 0.31 | 0.46 | 0.54 |
| BOTZ | Global X Robotics & AI | Robotics & AI | SECTOR | -0.08 | 0.21 | 0.39 | 0.47 |
| VIS | Vanguard Industrials ETF | Industrials Sector | SECTOR | -0.09 | 0.30 | 0.46 | 0.53 |
| FIDU | Fidelity MSCI Industrials ETF | Industrials Sector | SECTOR | -0.10 | 0.29 | 0.46 | 0.53 |
| PAVE | Global X US Infrastructure | Infrastructure | SECTOR | -0.16 | 0.23 | 0.42 | 0.50 |
NEXT STEPS
Harvesting a loss in BR?
RELATED
Replacement research for BR's peers
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.