Tax-loss harvesting alternatives for WHR

Among the 23 Household Appliances peers screened, LGIH (LGI Homes) has tracked WHR most closely over the past year, with a return correlation of 0.52. The strongest fund stand-in is ITB (iShares US Home Construction) at 0.56 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
LGIH	LGI Homes	Homebuilding	0.52	0.50	0.55	0.50
IBP	Installed Building Products, Inc.	Homebuilding	0.51	0.46	0.52	0.51
MHK	Mohawk Industries	Home Furnishings	0.51	0.52	0.57	0.55
PHM	PulteGroup Inc.	Homebuilding	0.50	0.48	0.53	0.57
KBH	KB Home	Homebuilding	0.50	0.49	0.54	0.54
LEG	Leggett & Platt	Home Furnishings	0.50	0.39	0.45	0.52
MTH	Meritage Homes Corporation	Homebuilding	0.49	0.47	0.53	0.54
DHI	D.R. Horton	Homebuilding	0.49	0.44	0.51	0.51
LEN	Lennar Corp.	Homebuilding	0.48	0.47	0.53	0.54
DFH	Dream Finders Homes, Inc.	Homebuilding	0.48	0.45	0.45	—
TOL	Toll Brothers	Homebuilding	0.47	0.47	0.53	0.55
CCS	Century Communities, Inc.	Homebuilding	0.46	0.48	0.53	0.51
GRBK	Green Brick Partners, Inc.	Homebuilding	0.45	0.46	0.47	0.43
NVR	NVR Inc.	Homebuilding	0.43	0.46	0.53	0.50
SGI	Somnigroup International	Home Furnishings	0.43	0.43	0.48	0.44
MHO	M/I Homes, Inc.	Homebuilding	0.41	0.45	0.53	0.51
SN	SharkNinja	Household Appliances	0.38	0.34	0.33	—
SKY	Champion Homes, Inc.	Homebuilding	0.37	0.39	0.46	0.37
CVCO	Cavco Industries, Inc.	Homebuilding	0.32	0.39	0.47	0.45
NWL	Newell Brands	Housewares & Specialties	0.28	0.32	0.38	0.41
LZB	La-Z-Boy, Inc.	Home Furnishings	0.26	0.34	0.40	0.43
GRMN	Garmin	Consumer Electronics	0.21	0.24	0.34	0.41
SONO	Sonos, Inc.	Consumer Electronics	0.20	0.30	0.34	0.30

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
ITB	iShares US Home Construction	Homebuilders	SUB-IND	0.56	0.54	0.61	0.63
XHB	SPDR S&P Homebuilders ETF	Homebuilders	SUB-IND	0.54	0.55	0.63	0.68
XRT	SPDR S&P Retail ETF	Retail	INDUSTRY	0.50	0.51	0.56	0.56
FDIS	Fidelity MSCI Consumer Discretionary	Cons Discretionary Sector	SECTOR	0.43	0.46	0.51	0.55
VCR	Vanguard Consumer Discretionary	Cons Discretionary Sector	SECTOR	0.42	0.46	0.51	0.55
IYC	iShares US Consumer Discretionary	Cons Discretionary Sector	SECTOR	0.41	0.44	0.50	0.55
XLY	Consumer Discretionary SPDR	Cons Discretionary Sector	SECTOR	0.38	0.43	0.48	0.53
RTH	VanEck Retail ETF	Retail	INDUSTRY	0.36	0.38	0.45	0.50
PEJ	Invesco Leisure & Entertainment	Leisure & Entertainment	INDUSTRY	0.36	0.40	0.46	0.50
BETZ	Roundhill Sports Betting iGaming	Sports Betting	SUB-IND	0.26	0.34	0.39	0.38
DRIV	Global X Autonomous & EV ETF	Autonomous & EV	INDUSTRY	0.25	0.38	0.45	0.51
CARZ	First Trust S-Network EV & FV	Autos & EVs	INDUSTRY	0.22	0.31	0.39	0.45

NEXT STEPS

Harvesting a loss in WHR?

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Replacement research for WHR's peers

LGIH IBP MHK PHM KBH LEG MTH DHI LEN DFH TOL CCS GRBK NVR SGI MHO SN SKY CVCO NWL LZB GRMN SONO

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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.