Tax-loss harvesting alternatives for XRT

The closest fund alternative to XRT (Retail) is IBUY (Amplify Online Retail ETF), with a return correlation of 0.74 over the past year. Among single names in the fund's slice of the market, ABG (Asbury Automotive Group) tracks it most closely at 0.61 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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ETFS

Fund stand-ins

Funds covering similar ground. Two funds tracking the same index may themselves be 'substantially identical' for wash-sale purposes.

Ticker	Name	Focus	Match	1Y	3Y	5Y	10Y
IBUY	Amplify Online Retail ETF	Online Retail	INDUSTRY	0.74	0.81	0.83	0.76
VCR	Vanguard Consumer Discretionary	Cons Discretionary Sector	SECTOR	0.74	0.77	0.82	0.79
FDIS	Fidelity MSCI Consumer Discretionary	Cons Discretionary Sector	SECTOR	0.74	0.77	0.82	0.78
PEJ	Invesco Leisure & Entertainment	Leisure & Entertainment	INDUSTRY	0.71	0.75	0.77	0.73
ITB	iShares US Home Construction	Homebuilders	SUB-IND	0.69	0.69	0.72	0.68
XHB	SPDR S&P Homebuilders ETF	Homebuilders	SUB-IND	0.69	0.74	0.77	0.75
RTH	VanEck Retail ETF	Retail	INDUSTRY	0.68	0.72	0.79	0.74
XLY	Consumer Discretionary SPDR	Cons Discretionary Sector	SECTOR	0.68	0.72	0.78	0.75
ONLN	ProShares Online Retail ETF	Online Retail	INDUSTRY	0.64	0.73	0.79	0.72
BETZ	Roundhill Sports Betting iGaming	Sports Betting	SUB-IND	0.49	0.59	0.68	0.61
DRIV	Global X Autonomous & EV ETF	Autonomous & EV	INDUSTRY	0.41	0.60	0.69	0.68
CARZ	First Trust S-Network EV & FV	Autos & EVs	INDUSTRY	0.36	0.51	0.60	0.60

STOCKS

Single-name peers

Single names inside the fund's slice of the market.

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
ABG	Asbury Automotive Group	Automotive Retail	0.61	0.71	0.69	0.64
ASO	Academy Sports + Outdoors	Specialty Stores	0.60	0.70	0.70	—
AN	AutoNation	Automotive Retail	0.59	0.70	0.67	0.63
BBY	Best Buy Co.	Computer & Electronics Retail	0.59	0.62	0.67	0.64
ANF	Abercrombie & Fitch	Apparel Retail	0.58	0.53	0.56	0.57
BKE	The Buckle, Inc.	Apparel Retail	0.58	0.69	0.72	0.63
BOOT	Boot Barn Holdings, Inc.	Apparel Retail	0.58	0.61	0.66	0.60
AEO	American Eagle Outfitters	Apparel Retail	0.57	0.61	0.65	0.64
AAP	Advance Auto Parts	Automotive Retail	0.52	0.46	0.45	0.46
BBWI	Bath & Body Works, Inc.	Other Specialty Retail	0.47	0.59	0.61	0.57
BURL	Burlington Stores	Apparel Retail	0.38	0.54	0.60	0.57
AMZN	Amazon.com Inc.	Broadline Retail	0.33	0.42	0.54	0.44
AZO	AutoZone Inc.	Automotive Retail	0.27	0.25	0.33	0.41
BABA	Alibaba Group	Broadline Retail	0.13	0.21	0.32	0.31

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ABG ASO AN BBY ANF BKE BOOT AEO AAP BBWI BURL AMZN AZO BABA

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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.