Tax-loss harvesting alternatives for VRSK

Among the 7 Research & Consulting Services peers screened, EFX (Equifax) has tracked VRSK most closely over the past year, with a return correlation of 0.51. The strongest fund stand-in is IYT (iShares Transportation Average) at 0.02 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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STOCKS

Single-name peers

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
EFX	Equifax	Research & Consulting Services	0.51	0.42	0.49	0.50
TRU	TransUnion	Research & Consulting Services	0.47	0.32	0.42	0.49
FCN	FTI Consulting	Research & Consulting Services	0.40	0.31	0.25	0.27
LZ	LegalZoom.com, Inc.	Research & Consulting Services	0.38	0.25	0.28	—
EXPO	Exponent, Inc.	Research & Consulting Services	0.33	0.24	0.32	0.40
BAH	Booz Allen Hamilton	Research & Consulting Services	0.29	0.22	0.25	0.36
ULS	UL Solutions	Research & Consulting Services	0.08	0.09	—	—

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
IYT	iShares Transportation Average	Transportation	INDUSTRY	0.02	0.11	0.29	0.43
XTN	SPDR S&P Transportation ETF	Transportation	INDUSTRY	-0.02	0.07	0.24	0.37
JETS	US Global Jets ETF	Airlines	SUB-IND	-0.06	0.04	0.17	0.25
IYJ	iShares US Industrials ETF	Industrials Sector	SECTOR	-0.10	0.12	0.33	0.51
ITA	iShares Aerospace & Defense ETF	Aerospace & Defense	INDUSTRY	-0.11	0.06	0.21	0.38
PPA	Invesco Aerospace & Defense ETF	Aerospace & Defense	INDUSTRY	-0.11	0.06	0.23	0.42
XAR	SPDR S&P Aerospace & Defense	Aerospace & Defense (Equal Wt)	INDUSTRY	-0.18	-0.00	0.18	0.36
XLI	Industrial Select Sector SPDR	Industrials Sector	SECTOR	-0.21	0.06	0.27	0.46
VIS	Vanguard Industrials ETF	Industrials Sector	SECTOR	-0.23	0.03	0.26	0.45
FIDU	Fidelity MSCI Industrials ETF	Industrials Sector	SECTOR	-0.23	0.03	0.26	0.45
BOTZ	Global X Robotics & AI	Robotics & AI	SECTOR	-0.27	-0.07	0.19	0.37
PAVE	Global X US Infrastructure	Infrastructure	SECTOR	-0.29	-0.04	0.21	0.40

NEXT STEPS

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Replacement research for VRSK's peers

EFX TRU FCN LZ EXPO BAH ULS

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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.