HRB
H&R Block
Consumer Discretionary›Diversified Consumer Services›Specialized Consumer Services
5 stocks · 12 ETFs
data as of Oct 9, 2026
REPLACEMENT RESEARCH
Tax-loss harvesting alternatives for HRB
Among the 5 Specialized Consumer Services peers screened, SCI (Service Corp Intl) has tracked HRB most closely over the past year, with a return correlation of 0.24. The strongest fund stand-in is PEJ (Invesco Leisure & Entertainment) at 0.19 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.
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Single-name peers
| Ticker | Name | Sub-industry | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| SCI | Service Corp Intl | Specialized Consumer Services | 0.24 | 0.24 | 0.24 | 0.34 |
| ADT | ADT Inc. | Specialized Consumer Services | 0.22 | 0.21 | 0.24 | 0.23 |
| BFAM | Bright Horizons Family Solutions Inc. | Specialized Consumer Services | 0.21 | 0.21 | 0.19 | 0.29 |
| FTDR | Frontdoor, Inc. | Specialized Consumer Services | 0.18 | 0.18 | 0.20 | 0.20 |
| MATW | Matthews International Corporation | Specialized Consumer Services | 0.05 | 0.11 | 0.18 | 0.31 |
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 |
|---|---|---|---|---|---|---|---|
| PEJ | Invesco Leisure & Entertainment | Leisure & Entertainment | INDUSTRY | 0.19 | 0.20 | 0.27 | 0.40 |
| IYC | iShares US Consumer Discretionary | Cons Discretionary Sector | SECTOR | 0.14 | 0.18 | 0.26 | 0.38 |
| BETZ | Roundhill Sports Betting iGaming | Sports Betting | SUB-IND | 0.11 | 0.16 | 0.23 | 0.23 |
| XRT | SPDR S&P Retail ETF | Retail | INDUSTRY | 0.11 | 0.20 | 0.27 | 0.37 |
| RTH | VanEck Retail ETF | Retail | INDUSTRY | 0.10 | 0.19 | 0.27 | 0.36 |
| XLY | Consumer Discretionary SPDR | Cons Discretionary Sector | SECTOR | 0.07 | 0.13 | 0.23 | 0.34 |
| VCR | Vanguard Consumer Discretionary | Cons Discretionary Sector | SECTOR | 0.07 | 0.13 | 0.23 | 0.35 |
| FDIS | Fidelity MSCI Consumer Discretionary | Cons Discretionary Sector | SECTOR | 0.06 | 0.14 | 0.24 | 0.34 |
| ITB | iShares US Home Construction | Homebuilders | SUB-IND | -0.00 | 0.11 | 0.20 | 0.34 |
| XHB | SPDR S&P Homebuilders ETF | Homebuilders | SUB-IND | -0.05 | 0.10 | 0.21 | 0.36 |
| DRIV | Global X Autonomous & EV ETF | Autonomous & EV | INDUSTRY | -0.22 | -0.03 | 0.12 | 0.26 |
| CARZ | First Trust S-Network EV & FV | Autos & EVs | INDUSTRY | -0.24 | -0.06 | 0.09 | 0.23 |
NEXT STEPS
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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.