Tax-loss harvesting alternatives for HII

Among the 25 Aerospace & Defense peers screened, KTOS (Kratos Defense & Security Solutions) has tracked HII most closely over the past year, with a return correlation of 0.54. The strongest fund stand-in is PPA (Invesco Aerospace & Defense ETF) at 0.62 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
KTOS	Kratos Defense & Security Solutions	Aerospace & Defense	0.54	0.45	0.42	0.44
NOC	Northrop Grumman	Aerospace & Defense	0.54	0.42	0.48	0.54
GD	General Dynamics	Aerospace & Defense	0.54	0.53	0.58	0.62
LMT	Lockheed Martin	Aerospace & Defense	0.53	0.41	0.47	0.56
CW	Curtiss-Wright	Aerospace & Defense	0.53	0.42	0.45	0.54
KRMN	Karman Holdings	Aerospace & Defense	0.52	—	—	—
BWXT	BWX Technologies	Aerospace & Defense	0.51	0.38	0.42	0.43
LHX	L3Harris Technologies	Aerospace & Defense	0.49	0.43	0.49	0.54
RTX	RTX Corp.	Aerospace & Defense	0.47	0.37	0.43	0.50
AVAV	AeroVironment	Aerospace & Defense	0.41	0.28	0.27	0.31
PSN	Parsons Corporation	Aerospace & Defense	0.41	0.31	0.34	0.37
HWM	Howmet Aerospace	Aerospace & Defense	0.38	0.23	0.29	0.39
SARO	StandardAero	Aerospace & Defense	0.38	0.33	—	—
MOG-A	Moog Inc.	Aerospace & Defense	0.34	0.32	0.37	0.46
VVX	V2X, Inc.	Aerospace & Defense	0.33	0.28	0.28	0.33
AIR	AAR Corp.	Aerospace & Defense	0.32	0.31	0.34	0.40
VSEC	VSE Corporation	Aerospace & Defense	0.30	0.27	0.25	0.28
TXT	Textron	Aerospace & Defense	0.30	0.34	0.36	0.48
BA	Boeing Co.	Aerospace & Defense	0.30	0.21	0.22	0.36
ATI	ATI Inc.	Aerospace & Defense	0.25	0.23	0.28	0.36
HXL	Hexcel	Aerospace & Defense	0.24	0.27	0.31	0.40
TDG	TransDigm Group	Aerospace & Defense	0.22	0.25	0.28	0.37
AXON	Axon Enterprise	Aerospace & Defense	0.18	0.15	0.14	0.17
NPK	National Presto Industries, Inc.	Aerospace & Defense	0.05	0.15	0.23	0.30
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
PPA	Invesco Aerospace & Defense ETF	Aerospace & Defense	INDUSTRY	0.62	0.53	0.57	0.65
XAR	SPDR S&P Aerospace & Defense	Aerospace & Defense (Equal Wt)	INDUSTRY	0.59	0.52	0.53	0.62
ITA	iShares Aerospace & Defense ETF	Aerospace & Defense	INDUSTRY	0.57	0.48	0.53	0.61
XLI	Industrial Select Sector SPDR	Industrials Sector	SECTOR	0.42	0.41	0.44	0.55
FIDU	Fidelity MSCI Industrials ETF	Industrials Sector	SECTOR	0.42	0.40	0.43	0.55
VIS	Vanguard Industrials ETF	Industrials Sector	SECTOR	0.41	0.39	0.42	0.54
IYJ	iShares US Industrials ETF	Industrials Sector	SECTOR	0.40	0.38	0.39	0.52
PAVE	Global X US Infrastructure	Infrastructure	SECTOR	0.33	0.33	0.37	0.49
BOTZ	Global X Robotics & AI	Robotics & AI	SECTOR	0.26	0.25	0.24	0.34
JETS	US Global Jets ETF	Airlines	SUB-IND	0.19	0.22	0.22	0.34
IYT	iShares Transportation Average	Transportation	INDUSTRY	0.17	0.24	0.27	0.42
XTN	SPDR S&P Transportation ETF	Transportation	INDUSTRY	0.16	0.22	0.25	0.39

NEXT STEPS

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Replacement research for HII's peers

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