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 VGK | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| IEUR iShares Core MSCI Europe ETF | 0.982 | 39% | same | $9.1B | different index | Compare |
| VXUS Vanguard Total International Stock ETF | 0.909 | 11% | -4bp | $76.3B | different index | Compare |
| VSGX Vanguard ESG International Stock ETF | 0.891 | — | +1bp | $4B | different index | Compare |
| VIGI Vanguard International Dividend Appreciation Index Fund | 0.895 | 5% | +4bp | $7.3B | different index | Compare |
| VYMI Vanguard International High Dividend Yield Fund | 0.943 | 14% | +11bp | $7.9B | different index | Compare |
| IDMO Invesco S&P International Developed Momentum ETF | 0.890 | 11% | +14bp | $4.3B | 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 2,131 funds. Latest price/flow record dates: 2024-08-23 to 2026-10-05 (1,102 funds with dated records). Fund details retrieved: 2026-09-02 to 2026-10-07. Data dates vary by fund; these are not live quotes. Flow totals include available records only; missing coverage is not evidence of zero flow.