Tax-loss harvesting alternatives for SEI

Among the 16 Oil & Gas Equipment & Services peers screened, LBRT (Liberty Energy, Inc.) has tracked SEI most closely over the past year, with a return correlation of 0.42. The strongest fund stand-in is VOO (Vanguard S&P 500 ETF) at 0.46 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

Run this search live in the Screener →

STOCKS

Single-name peers

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
LBRT	Liberty Energy, Inc.	Oil & Gas Equipment & Services	0.42	0.47	0.51	0.52
KGS	Kodiak Gas Services, Inc.	Oil & Gas Equipment & Services	0.38	0.45	0.45	—
AROC	Archrock, Inc.	Oil & Gas Equipment & Services	0.37	0.47	0.50	0.45
AESI	Atlas Energy Solutions, Inc.	Oil & Gas Equipment & Services	0.33	0.34	0.35	—
WHD	Cactus, Inc.	Oil & Gas Equipment & Services	0.33	0.39	0.45	0.48
RES	RPC, Inc.	Oil & Gas Equipment & Services	0.30	0.36	0.44	0.47
BKR	Baker Hughes	Oil & Gas Equipment & Services	0.29	0.38	0.42	0.46
WFRD	Weatherford International	Oil & Gas Equipment & Services	0.28	0.33	0.36	—
OII	Oceaneering International, Inc.	Oil & Gas Equipment & Services	0.26	0.36	0.43	0.48
NOV	NOV Inc.	Oil & Gas Equipment & Services	0.25	0.31	0.41	0.49
INVX	Innovex International, Inc.	Oil & Gas Equipment & Services	0.25	0.34	0.41	0.47
FTI	TechnipFMC	Oil & Gas Equipment & Services	0.18	0.34	0.41	0.47
SLB	Schlumberger	Oil & Gas Equipment & Services	0.17	0.27	0.38	0.48
HAL	Halliburton Co.	Oil & Gas Equipment & Services	0.16	0.32	0.44	0.53
VTOL	Bristow Group Inc.	Oil & Gas Equipment & Services	0.16	0.32	0.37	0.36
TDW	Tidewater, Inc.	Oil & Gas Equipment & Services	0.09	0.22	0.33	0.39

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
VOO	Vanguard S&P 500 ETF	S&P 500	BROAD	0.46	0.41	0.36	0.40
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	0.46	0.41	0.36	0.40
OIH	VanEck Oil Services ETF	Oil Services	SUB-IND	0.39	0.43	0.51	0.59
IEZ	iShares US Oil Equipment & Services	Oil Services	SUB-IND	0.36	0.43	0.51	0.59
CRAK	VanEck Oil Refiners ETF	Oil Refiners	SUB-IND	0.16	0.22	0.32	0.42
VDE	Vanguard Energy ETF	Energy Sector	SECTOR	0.05	0.30	0.42	0.52
FENY	Fidelity MSCI Energy ETF	Energy Sector	SECTOR	0.04	0.29	0.42	0.52
XOP	SPDR S&P Oil & Gas E&P ETF	Oil & Gas E&P	SUB-IND	0.04	0.30	0.42	0.51
AMLP	Alerian MLP ETF	Energy Infrastructure	INDUSTRY	0.03	0.26	0.36	0.40
IYE	iShares US Energy ETF	Energy Sector	SECTOR	0.02	0.27	0.41	0.51
IEO	iShares US Oil & Gas E&P ETF	Oil & Gas E&P	SUB-IND	0.01	0.27	0.40	0.51
XLE	Energy Select Sector SPDR	Energy Sector	SECTOR	0.01	0.27	0.40	0.50

NEXT STEPS

Harvesting a loss in SEI?

Estimate what the harvest could save →Check the eight wash-sale traps →Document the trade with a Tax Memo →

Replacement research for SEI's peers

LBRT KGS AROC AESI WHD RES BKR WFRD OII NOV INVX FTI SLB HAL VTOL TDW

Browse all tickers →

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.