Tax-loss harvesting alternatives for BWXT

Among the 25 Aerospace & Defense peers screened, CW (Curtiss-Wright) has tracked BWXT most closely over the past year, with a return correlation of 0.79. The strongest fund stand-in is XAR (SPDR S&P Aerospace & Defense) at 0.76 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
CW	Curtiss-Wright	Aerospace & Defense	0.79	0.70	0.64	0.57
AIR	AAR Corp.	Aerospace & Defense	0.60	0.46	0.45	0.42
HWM	Howmet Aerospace	Aerospace & Defense	0.59	0.48	0.47	0.41
KTOS	Kratos Defense & Security Solutions	Aerospace & Defense	0.55	0.48	0.49	0.42
ATI	ATI Inc.	Aerospace & Defense	0.55	0.41	0.39	0.36
KRMN	Karman Holdings	Aerospace & Defense	0.54	—	—	—
VSEC	VSE Corporation	Aerospace & Defense	0.54	0.43	0.38	0.37
HII	Huntington Ingalls Industries	Aerospace & Defense	0.50	0.38	0.42	0.43
SARO	StandardAero	Aerospace & Defense	0.49	0.43	—	—
MOG-A	Moog Inc.	Aerospace & Defense	0.47	0.44	0.44	0.45
AVAV	AeroVironment	Aerospace & Defense	0.40	0.34	0.35	0.33
HXL	Hexcel	Aerospace & Defense	0.40	0.36	0.37	0.38
LHX	L3Harris Technologies	Aerospace & Defense	0.40	0.35	0.40	0.39
RTX	RTX Corp.	Aerospace & Defense	0.39	0.32	0.38	0.41
BA	Boeing Co.	Aerospace & Defense	0.39	0.34	0.33	0.36
GD	General Dynamics	Aerospace & Defense	0.34	0.33	0.38	0.43
TXT	Textron	Aerospace & Defense	0.34	0.32	0.37	0.39
LMT	Lockheed Martin	Aerospace & Defense	0.31	0.25	0.31	0.35
TDG	TransDigm Group	Aerospace & Defense	0.30	0.26	0.31	0.38
NOC	Northrop Grumman	Aerospace & Defense	0.29	0.22	0.28	0.34
VVX	V2X, Inc.	Aerospace & Defense	0.27	0.34	0.30	0.30
NPK	National Presto Industries, Inc.	Aerospace & Defense	0.25	0.25	0.27	0.28
PSN	Parsons Corporation	Aerospace & Defense	0.25	0.28	0.32	0.35
AXON	Axon Enterprise	Aerospace & Defense	0.24	0.38	0.35	0.33
HONA	Honeywell Aerospace	Aerospace & Defense	—	—	—	—

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
XAR	SPDR S&P Aerospace & Defense	Aerospace & Defense (Equal Wt)	INDUSTRY	0.76	0.68	0.66	0.62
PPA	Invesco Aerospace & Defense ETF	Aerospace & Defense	INDUSTRY	0.73	0.66	0.65	0.60
ITA	iShares Aerospace & Defense ETF	Aerospace & Defense	INDUSTRY	0.70	0.63	0.62	0.58
VIS	Vanguard Industrials ETF	Industrials Sector	SECTOR	0.70	0.59	0.56	0.54
FIDU	Fidelity MSCI Industrials ETF	Industrials Sector	SECTOR	0.70	0.59	0.56	0.54
XLI	Industrial Select Sector SPDR	Industrials Sector	SECTOR	0.67	0.57	0.54	0.53
PAVE	Global X US Infrastructure	Infrastructure	SECTOR	0.63	0.55	0.52	0.51
IYJ	iShares US Industrials ETF	Industrials Sector	SECTOR	0.60	0.52	0.49	0.51
BOTZ	Global X Robotics & AI	Robotics & AI	SECTOR	0.58	0.50	0.44	0.43
JETS	US Global Jets ETF	Airlines	SUB-IND	0.39	0.35	0.34	0.36
IYT	iShares Transportation Average	Transportation	INDUSTRY	0.35	0.33	0.35	0.41
XTN	SPDR S&P Transportation ETF	Transportation	INDUSTRY	0.32	0.33	0.34	0.41

NEXT STEPS

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Replacement research for BWXT's peers

CW AIR HWM KTOS ATI KRMN VSEC HII SARO MOG-A AVAV HXL LHX RTX BA GD TXT LMT TDG NOC VVX NPK PSN AXON HONA

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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.