Tax-loss harvesting alternatives for WSM

Among the 44 Homefurnishing Retail peers screened, RH (RH) has tracked WSM most closely over the past year, with a return correlation of 0.61. The strongest fund stand-in is XRT (SPDR S&P Retail ETF) at 0.69 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
RH	RH	Homefurnishing Retail	0.61	0.60	0.64	0.56
FND	Floor & Decor	Home Improvement Retail	0.60	0.59	0.62	0.53
HD	Home Depot	Home Improvement Retail	0.58	0.50	0.54	0.54
LOW	Lowe's Companies	Home Improvement Retail	0.55	0.53	0.56	0.55
GAP	Gap Inc.	Apparel Retail	0.55	0.41	0.46	0.44
DKS	Dick's Sporting Goods	Specialty Stores	0.52	0.46	0.53	0.54
BOOT	Boot Barn Holdings, Inc.	Apparel Retail	0.52	0.42	0.48	0.42
URBN	Urban Outfitters, Inc.	Apparel Retail	0.50	0.41	0.49	0.46
SIG	Signet Jewelers	Specialty Stores	0.50	0.38	0.47	0.41
SBH	Sally Beauty Holdings, Inc.	Specialty Stores	0.47	0.36	0.43	0.42
UPBD	Upbound Group, Inc.	Computer & Electronics Retail	0.46	0.40	0.44	0.41
AEO	American Eagle Outfitters	Apparel Retail	0.45	0.45	0.50	0.46
VVV	Valvoline	Automotive Retail	0.45	0.36	0.37	0.37
ABG	Asbury Automotive Group	Automotive Retail	0.44	0.42	0.45	0.43
BKE	The Buckle, Inc.	Apparel Retail	0.43	0.43	0.50	0.44
AN	AutoNation	Automotive Retail	0.43	0.44	0.47	0.46
PHIN	PHINIA, Inc.	Automotive Retail	0.42	0.39	0.31	—
BBY	Best Buy Co.	Computer & Electronics Retail	0.42	0.44	0.52	0.53
ASO	Academy Sports + Outdoors	Specialty Stores	0.42	0.43	0.50	—
EYE	National Vision Holdings	Specialty Stores	0.41	0.33	0.35	0.39
BBWI	Bath & Body Works, Inc.	Other Specialty Retail	0.41	0.38	0.45	0.42
ANF	Abercrombie & Fitch	Apparel Retail	0.39	0.35	0.43	0.39
PAG	Penske Automotive Group	Automotive Retail	0.39	0.40	0.46	0.46
AAP	Advance Auto Parts	Automotive Retail	0.38	0.23	0.28	0.33
VSXY	Victoria's Secret	Apparel Retail	0.37	0.34	0.40	—
FIVE	Five Below	Other Specialty Retail	0.36	0.37	0.46	0.45
HZO	MarineMax, Inc.	Specialty Stores	0.36	0.36	0.41	0.41
KMX	CarMax, Inc.	Automotive Retail	0.35	0.37	0.45	0.45
BURL	Burlington Stores	Apparel Retail	0.35	0.35	0.41	0.39
WINA	Winmark	Other Specialty Retail	0.34	0.30	0.37	0.36
ROST	Ross Stores	Apparel Retail	0.33	0.33	0.40	0.42
ULTA	Ulta Beauty	Other Specialty Retail	0.33	0.32	0.40	0.41
LAD	Lithia Motors	Automotive Retail	0.33	0.35	0.43	0.42
SAH	Sonic Automotive, Inc.	Automotive Retail	0.33	0.30	0.38	0.39
GPI	Group 1 Automotive, Inc.	Automotive Retail	0.31	0.35	0.42	0.43
TJX	TJX Companies	Apparel Retail	0.31	0.26	0.36	0.40
TSCO	Tractor Supply	Other Specialty Retail	0.26	0.29	0.39	0.42
CVNA	Carvana	Automotive Retail	0.26	0.29	0.33	0.32
CHWY	Chewy	Other Specialty Retail	0.24	0.22	0.35	0.31
ORLY	O'Reilly Automotive	Automotive Retail	0.16	0.05	0.18	0.30
AZO	AutoZone Inc.	Automotive Retail	0.16	0.08	0.20	0.30
GME	GameStop	Computer & Electronics Retail	0.08	0.15	0.23	0.22
MUSA	Murphy USA	Automotive Retail	-0.17	0.01	0.11	0.24
VGNT	Versigent PLC	Other Specialty Retail	—	—	—	—

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
XRT	SPDR S&P Retail ETF	Retail	INDUSTRY	0.69	0.58	0.67	0.65
XHB	SPDR S&P Homebuilders ETF	Homebuilders	SUB-IND	0.66	0.61	0.65	0.64
ITB	iShares US Home Construction	Homebuilders	SUB-IND	0.62	0.54	0.57	0.56
IYC	iShares US Consumer Discretionary	Cons Discretionary Sector	SECTOR	0.57	0.52	0.59	0.58
PEJ	Invesco Leisure & Entertainment	Leisure & Entertainment	INDUSTRY	0.55	0.51	0.53	0.52
FDIS	Fidelity MSCI Consumer Discretionary	Cons Discretionary Sector	SECTOR	0.54	0.52	0.59	0.58
VCR	Vanguard Consumer Discretionary	Cons Discretionary Sector	SECTOR	0.53	0.52	0.59	0.58
XLY	Consumer Discretionary SPDR	Cons Discretionary Sector	SECTOR	0.49	0.48	0.55	0.55
RTH	VanEck Retail ETF	Retail	INDUSTRY	0.45	0.42	0.55	0.54
DRIV	Global X Autonomous & EV ETF	Autonomous & EV	INDUSTRY	0.39	0.45	0.50	0.50
CARZ	First Trust S-Network EV & FV	Autos & EVs	INDUSTRY	0.34	0.39	0.44	0.44
BETZ	Roundhill Sports Betting iGaming	Sports Betting	SUB-IND	0.29	0.37	0.44	0.40

NEXT STEPS

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Replacement research for WSM's peers

RH FND HD LOW GAP DKS BOOT URBN SIG SBH UPBD AEO VVV ABG BKE AN PHIN BBY ASO EYE BBWI ANF PAG AAP VSXY FIVE HZO KMX BURL WINA ROST ULTA LAD SAH GPI TJX TSCO CVNA CHWY ORLY AZO GME MUSA VGNT

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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.