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 SOXQ | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| XLK Technology Select Sector SPDR Fund | 0.913 | 42% | -10bp | $129B | different index | Compare |
| IGPT Invesco AI and Next Gen Software ETF | 0.930 | 34% | -19bp | $1.4B | different index | Compare |
| MTUM iShares MSCI USA Momentum Factor ETF | 0.941 | 28% | -4bp | $20.5B | different index | Compare |
| ARTY iShares Future AI & Tech ETF | 0.923 | 26% | -19bp | $4.3B | different index | Compare |
| GARP ISHARES FACTORS US GROWTH STYLE ETF | 0.847 | 28% | -19bp | $3.3B | different index | Compare |
| FTEC Fidelity MSCI Information Technology Index ETF | 0.887 | — | -11bp | $11.7B | 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.