Tax-Loss Harvest Finder
Sell the loss, keep the exposure. For any fund, ranked stand-ins that track the same market — scored on a year of price correlation, holdings overlap, and fee — with a flag when two funds follow the same index and a swap could look substantially identical.
Correlation computed on ~250 shared sessions per pair · not tax advice — the flag is a heuristic, your compliance desk has the final word
| Substitute | Correlation | Book overlap | Fee vs IXN | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| SPEM SPDR Portfolio Emerging Markets ETF | 0.832 | 0% | -34bp | $17.9B | different index | Compare |
| VSGX Vanguard ESG International Stock ETF | 0.822 | — | -29bp | $4B | different index | Compare |
| CWI State Street SPDR MSCI ACWI ex-US ETF | 0.816 | 1% | -11bp | $2.8B | different index | Compare |
| VXUS Vanguard Total International Stock ETF | 0.806 | 2% | -34bp | $76.3B | different index | Compare |
| DNL WisdomTree Global ex-U.S. Quality Growth Fund | 0.823 | — | +1bp | $643M | different index | Compare |
| TYLG Global X Information Technology Covered Call & Growth ETF | 0.956 | 48% | +19bp | $9343.71T | different index | Compare |
RANKED BY CORRELATION, FEE, AND OVERLAP · “SAME INDEX” PAIRS ARE FLAGGED BECAUSE THE IRS HAS NEVER DEFINED “SUBSTANTIALLY IDENTICAL” — MOST DESKS TREAT SAME-INDEX SWAPS AS OFF-LIMITS AND DIFFERENT-INDEX SWAPS AS DEFENSIBLE
Cached coverage for 2,133 funds. Latest price/flow record dates: 2024-08-23 to 2026-10-02 (1,104 funds with dated records). Fund details retrieved: 2026-09-02 to 2026-10-05. Data dates vary by fund; these are not live quotes. Flow totals include available records only; missing coverage is not evidence of zero flow.