Tax-loss harvesting alternatives for DFIN

Among the 12 Financial Exchanges & Data peers screened, MCO (Moody's Corporation) has tracked DFIN most closely over the past year, with a return correlation of 0.47. The strongest fund stand-in is IPAY (ETFMG Prime Mobile Payments) at 0.56 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
MCO	Moody's Corporation	Financial Exchanges & Data	0.47	0.43	0.43	0.40
SPGI	S&P Global	Financial Exchanges & Data	0.46	0.38	0.40	0.40
NDAQ	Nasdaq Inc.	Financial Exchanges & Data	0.44	0.39	0.41	0.38
MSCI	MSCI Inc.	Financial Exchanges & Data	0.41	0.31	0.42	0.37
MORN	Morningstar, Inc.	Financial Exchanges & Data	0.41	0.39	0.42	0.33
ICE	Intercontinental Exchange	Financial Exchanges & Data	0.37	0.35	0.38	0.37
FDS	FactSet	Financial Exchanges & Data	0.35	0.31	0.35	0.36
COIN	Coinbase Global	Financial Exchanges & Data	0.23	0.28	0.34	—
CBOE	Cboe Global Markets	Financial Exchanges & Data	0.02	-0.03	0.09	0.18
VIRT	Virtu Financial, Inc.	Financial Exchanges & Data	0.02	0.12	0.15	0.10
CME	CME Group	Financial Exchanges & Data	0.02	-0.00	0.10	0.24
MKTX	MarketAxess	Financial Exchanges & Data	-0.02	0.03	0.13	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
IPAY	ETFMG Prime Mobile Payments	Payments	SUB-IND	0.56	0.51	0.55	0.51
FINX	Global X FinTech ETF	FinTech	SUB-IND	0.43	0.45	0.52	0.47
VFH	Vanguard Financials ETF	Financials Sector	SECTOR	0.42	0.44	0.47	0.49
XLF	Financial Select Sector SPDR	Financials Sector	SECTOR	0.42	0.42	0.46	0.47
IYF	iShares US Financials ETF	Financials Sector	SECTOR	0.39	0.41	0.46	0.49
IAI	iShares Broker-Dealers & Exchanges	Capital Markets	INDUSTRY	0.37	0.43	0.47	0.48
ARKF	ARK Fintech Innovation ETF	FinTech (Active)	SUB-IND	0.34	0.40	0.48	0.45
KIE	SPDR S&P Insurance ETF	Insurance	INDUSTRY	0.33	0.33	0.40	0.45
KBE	SPDR S&P Bank ETF	Banks	INDUSTRY	0.31	0.39	0.43	0.47
KRE	SPDR S&P Regional Banking ETF	Regional Banks	SUB-IND	0.29	0.37	0.41	0.45
KBWB	Invesco KBW Bank ETF	Large Banks	INDUSTRY	0.26	0.36	0.41	0.45
IAK	iShares US Insurance ETF	Insurance	INDUSTRY	0.23	0.26	0.32	0.41

NEXT STEPS

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Replacement research for DFIN's peers

MCO SPGI NDAQ MSCI MORN ICE FDS COIN CBOE VIRT CME MKTX

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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.