Tax-loss harvesting alternatives for IDU

The closest fund alternative to IDU (Utilities Sector) is XLU (Utilities Select Sector SPDR), with a return correlation of 0.99 over the past year. Among single names in the fund's slice of the market, CMS (CMS Energy) tracks it most closely at 0.81 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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ETFS

Fund stand-ins

Funds covering similar ground. Two funds tracking the same index may themselves be 'substantially identical' for wash-sale purposes.

Ticker	Name	Focus	Match	1Y	3Y	5Y	10Y
XLU	Utilities Select Sector SPDR	Utilities Sector	SECTOR	0.99	0.99	0.99	0.99
FUTY	Fidelity MSCI Utilities ETF	Utilities Sector	SECTOR	0.99	0.99	0.99	0.99
VPU	Vanguard Utilities ETF	Utilities Sector	SECTOR	0.98	0.98	0.99	0.99
IWM	iShares Russell 2000	Small-Cap	BROAD	0.20	0.37	0.43	0.49
ICLN	iShares Global Clean Energy	Clean Energy	INDUSTRY	0.13	0.34	0.40	0.43
TAN	Invesco Solar ETF	Solar Energy	SUB-IND	0.12	0.28	0.31	0.33
VTI	Vanguard Total Stock Market	Total US Market	BROAD	0.11	0.35	0.46	0.56
IVV	iShares Core S&P 500	S&P 500	BROAD	0.10	0.34	0.47	0.58
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	0.10	0.33	0.46	0.57
QCLN	First Trust NASDAQ Clean Edge	Clean Energy	INDUSTRY	0.10	0.27	0.31	0.34
VOO	Vanguard S&P 500 ETF	S&P 500	BROAD	0.09	0.33	0.46	0.58
QQQ	Invesco QQQ Trust	Nasdaq 100	BROAD	-0.02	0.18	0.31	0.41

STOCKS

Single-name peers

Single names inside the fund's slice of the market.

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
CMS	CMS Energy	Multi-Utilities	0.81	0.79	0.84	0.88
AEE	Ameren	Multi-Utilities	0.80	0.80	0.85	0.88
CNP	CenterPoint Energy	Multi-Utilities	0.78	0.73	0.79	0.77
AEP	American Electric Power	Electric Utilities	0.76	0.74	0.81	0.85
ATO	Atmos Energy	Gas Utilities	0.71	0.73	0.78	0.82
AVA	Avista Corporation	Multi-Utilities	0.61	0.65	0.66	0.67
CPK	Chesapeake Utilities Corp.	Gas Utilities	0.56	0.57	0.61	0.68
CEG	Constellation Energy	Electric Utilities	0.50	0.43	0.44	—
BKH	Black Hills Corporation	Multi-Utilities	0.45	0.62	0.70	0.78
CWEN	Clearway Energy, Inc. (Class C)	Renewable Electricity	0.44	0.58	0.57	0.54
AWK	American Water Works	Water Utilities	0.44	0.56	0.67	0.77
AWR	American States Water Company	Water Utilities	0.38	0.50	0.58	0.65
AES	AES Corporation	Independent Power Producers & Energy Traders	0.27	0.45	0.51	0.54

NEXT STEPS

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Replacement research for IDU's peers

CMS AEE CNP AEP ATO AVA CPK CEG BKH CWEN AWK AWR AES

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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.