Tax-loss harvesting alternatives for EVTC

Among the 18 Transaction & Payment Processing Services peers screened, XYZ (Block Inc. (Square)) has tracked EVTC 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 0.53 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
XYZ	Block Inc. (Square)	Transaction & Payment Processing Services	0.47	0.40	0.41	0.41
GPN	Global Payments	Transaction & Payment Processing Services	0.47	0.46	0.51	0.52
FIS	Fidelity National Info	Transaction & Payment Processing Services	0.43	0.36	0.41	0.45
EEFT	Euronet Worldwide	Transaction & Payment Processing Services	0.42	0.46	0.47	0.47
JKHY	Jack Henry & Associates	Transaction & Payment Processing Services	0.39	0.36	0.40	0.38
MA	Mastercard Inc.	Transaction & Payment Processing Services	0.37	0.40	0.46	0.52
CPAY	Corpay	Transaction & Payment Processing Services	0.36	0.40	0.46	0.47
PYPL	PayPal Holdings	Transaction & Payment Processing Services	0.36	0.35	0.38	0.39
NATL	NCR Atleos	Transaction & Payment Processing Services	0.36	0.31	—	—
V	Visa Inc.	Transaction & Payment Processing Services	0.35	0.39	0.44	0.52
FISV	Fiserv	Transaction & Payment Processing Services	0.34	0.31	0.38	0.43
RELY	Remitly	Transaction & Payment Processing Services	0.33	0.29	0.32	—
TOST	Toast, Inc.	Transaction & Payment Processing Services	0.31	0.30	0.32	—
WU	Western Union	Transaction & Payment Processing Services	0.30	0.32	0.36	0.38
WEX	WEX Inc.	Transaction & Payment Processing Services	0.30	0.36	0.43	0.48
FOUR	Shift4	Transaction & Payment Processing Services	0.24	0.28	0.33	0.30
PAYO	Payoneer Global Inc.	Transaction & Payment Processing Services	0.22	0.19	0.24	—
SEZL	Sezzle	Transaction & Payment Processing Services	0.12	0.17	0.15	—

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	0.53	0.53	0.57	0.60
VFH	Vanguard Financials ETF	Financials Sector	SECTOR	0.41	0.47	0.51	0.54
XLF	Financial Select Sector SPDR	Financials Sector	SECTOR	0.41	0.46	0.49	0.53
FINX	Global X FinTech ETF	FinTech	SUB-IND	0.41	0.46	0.49	0.52
IYF	iShares US Financials ETF	Financials Sector	SECTOR	0.38	0.44	0.49	0.55
KIE	SPDR S&P Insurance ETF	Insurance	INDUSTRY	0.36	0.43	0.47	0.52
ARKF	ARK Fintech Innovation ETF	FinTech (Active)	SUB-IND	0.31	0.36	0.40	0.42
IAI	iShares Broker-Dealers & Exchanges	Capital Markets	INDUSTRY	0.30	0.39	0.46	0.51
KBE	SPDR S&P Bank ETF	Banks	INDUSTRY	0.30	0.41	0.46	0.50
IAK	iShares US Insurance ETF	Insurance	INDUSTRY	0.29	0.37	0.42	0.49
KRE	SPDR S&P Regional Banking ETF	Regional Banks	SUB-IND	0.28	0.39	0.43	0.48
KBWB	Invesco KBW Bank ETF	Large Banks	INDUSTRY	0.24	0.37	0.42	0.48

NEXT STEPS

Harvesting a loss in EVTC?

Estimate what the harvest could save →Check the eight wash-sale traps →Document the trade with a Tax Memo →

Replacement research for EVTC's peers

XYZ GPN FIS EEFT JKHY MA CPAY PYPL NATL V FISV RELY TOST WU WEX FOUR PAYO SEZL

Browse all tickers →

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.