JXN
Jackson Financial, Inc.
Financials›Insurance›Life & Health Insurance
11 stocks · 12 ETFs
data as of Oct 12, 2026
REPLACEMENT RESEARCH
Tax-loss harvesting alternatives for JXN
Among the 11 Life & Health Insurance peers screened, CNO (CNO Financial Group) has tracked JXN most closely over the past year, with a return correlation of 0.60. The strongest fund stand-in is VFH (Vanguard Financials ETF) at 0.65 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 |
|---|---|---|---|---|---|---|
| CNO | CNO Financial Group | Life & Health Insurance | 0.60 | 0.65 | 0.61 | — |
| PFG | Principal Financial Group | Life & Health Insurance | 0.57 | 0.63 | 0.62 | — |
| MET | MetLife Inc. | Life & Health Insurance | 0.56 | 0.64 | 0.62 | — |
| FG | F&G Annuities & Life, Inc. | Life & Health Insurance | 0.50 | 0.52 | 0.38 | — |
| PRU | Prudential Financial | Life & Health Insurance | 0.50 | 0.66 | 0.66 | — |
| PRI | Primerica | Life & Health Insurance | 0.47 | 0.54 | 0.51 | — |
| GL | Globe Life | Life & Health Insurance | 0.43 | 0.25 | 0.32 | — |
| UNM | Unum | Life & Health Insurance | 0.39 | 0.48 | 0.46 | — |
| AFL | Aflac Inc. | Life & Health Insurance | 0.24 | 0.39 | 0.46 | — |
| BHF | Brighthouse Financial | Life & Health Insurance | 0.14 | 0.43 | 0.55 | — |
| TRUP | Trupanion | Life & Health Insurance | 0.11 | 0.28 | 0.28 | — |
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 |
|---|---|---|---|---|---|---|---|
| VFH | Vanguard Financials ETF | Financials Sector | SECTOR | 0.65 | 0.72 | 0.69 | — |
| IYF | iShares US Financials ETF | Financials Sector | SECTOR | 0.64 | 0.71 | 0.68 | — |
| XLF | Financial Select Sector SPDR | Financials Sector | SECTOR | 0.64 | 0.69 | 0.67 | — |
| KBWB | Invesco KBW Bank ETF | Large Banks | INDUSTRY | 0.63 | 0.69 | 0.67 | — |
| KBE | SPDR S&P Bank ETF | Banks | INDUSTRY | 0.63 | 0.67 | 0.67 | — |
| KRE | SPDR S&P Regional Banking ETF | Regional Banks | SUB-IND | 0.58 | 0.63 | 0.63 | — |
| IAI | iShares Broker-Dealers & Exchanges | Capital Markets | INDUSTRY | 0.52 | 0.64 | 0.62 | — |
| IPAY | ETFMG Prime Mobile Payments | Payments | SUB-IND | 0.47 | 0.61 | 0.60 | — |
| KIE | SPDR S&P Insurance ETF | Insurance | INDUSTRY | 0.40 | 0.55 | 0.58 | — |
| FINX | Global X FinTech ETF | FinTech | SUB-IND | 0.40 | 0.54 | 0.54 | — |
| IAK | iShares US Insurance ETF | Insurance | INDUSTRY | 0.35 | 0.48 | 0.53 | — |
| ARKF | ARK Fintech Innovation ETF | FinTech (Active) | SUB-IND | 0.35 | 0.52 | 0.50 | — |
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.