PSMT
PriceSmart
Consumer Staples›Consumer Staples Distribution & Retail›Consumer Staples Merchandise Retail
13 stocks · 12 ETFs
data as of Aug 24, 2026
REPLACEMENT RESEARCH
Tax-loss harvesting alternatives for PSMT
Among the 13 Consumer Staples Merchandise Retail peers screened, PFGC (Performance Food Group) has tracked PSMT most closely over the past year, with a return correlation of 0.34. The strongest fund stand-in is IWM (iShares Russell 2000) at 0.44 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 |
|---|---|---|---|---|---|---|
| PFGC | Performance Food Group | Food Distributors | 0.34 | 0.33 | 0.33 | 0.34 |
| USFD | US Foods | Food Distributors | 0.30 | 0.29 | 0.33 | 0.35 |
| GO | Grocery Outlet | Food Retail | 0.25 | 0.20 | 0.22 | 0.19 |
| UNFI | United Natural Foods Inc | Food Retail | 0.23 | 0.23 | 0.25 | 0.22 |
| SYY | Sysco Corp. | Food Distributors | 0.22 | 0.24 | 0.31 | 0.36 |
| CHEF | Chefs' Warehouse, Inc. | Food Distributors | 0.20 | 0.23 | 0.28 | 0.30 |
| BJ | BJ's Wholesale Club | Consumer Staples Merchandise Retail | 0.19 | 0.22 | 0.25 | 0.20 |
| ANDE | The Andersons, Inc. | Food Distributors | 0.18 | 0.26 | 0.27 | 0.31 |
| CASY | Casey's | Food Retail | 0.14 | 0.18 | 0.26 | 0.29 |
| ACI | Albertsons | Food Retail | 0.09 | 0.13 | 0.15 | 0.14 |
| KR | Kroger Co. | Food Retail | 0.08 | 0.11 | 0.18 | 0.17 |
| SFM | Sprouts Farmers Market | Food Retail | 0.04 | 0.12 | 0.20 | 0.19 |
| CART | Maplebear Inc. | Food Retail | 0.01 | 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 |
|---|---|---|---|---|---|---|---|
| IWM | iShares Russell 2000 | Small-Cap | BROAD | 0.44 | 0.47 | 0.50 | 0.51 |
| PBJ | Invesco Food & Beverage ETF | Food & Beverage | INDUSTRY | 0.38 | 0.41 | 0.43 | 0.44 |
| RTH | VanEck Retail ETF | Retail | INDUSTRY | 0.37 | 0.42 | 0.45 | 0.45 |
| VDC | Vanguard Consumer Staples ETF | Cons Staples Sector | SECTOR | 0.37 | 0.37 | 0.41 | 0.42 |
| FSTA | Fidelity MSCI Consumer Staples | Cons Staples Sector | SECTOR | 0.36 | 0.37 | 0.41 | 0.41 |
| XLP | Consumer Staples Select SPDR | Cons Staples Sector | SECTOR | 0.32 | 0.33 | 0.37 | 0.39 |
| VTI | Vanguard Total Stock Market | Total US Market | BROAD | 0.31 | 0.36 | 0.42 | 0.44 |
| SPY | SPDR S&P 500 ETF | S&P 500 | BROAD | 0.28 | 0.33 | 0.41 | 0.43 |
| IVV | iShares Core S&P 500 | S&P 500 | BROAD | 0.28 | 0.34 | 0.41 | 0.43 |
| VOO | Vanguard S&P 500 ETF | S&P 500 | BROAD | 0.28 | 0.34 | 0.41 | 0.43 |
| IYK | iShares US Consumer Staples ETF | Cons Staples Sector | SECTOR | 0.27 | 0.28 | 0.32 | 0.38 |
| IWF | iShares Russell 1000 Growth | Large Growth | BROAD | 0.16 | 0.26 | 0.34 | 0.36 |
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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.