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 GDMN | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| RING iShares MSCI Global Gold Miners ETF | 0.970 | — | -6bp | $2.6B | different index | Compare |
| GLD SPDR Gold Shares | 0.946 | — | -5bp | $141.7B | different index | Compare |
| SLVP iShares MSCI Global Silver and Metals Miners ETF | 0.938 | — | -6bp | $1B | different index | Compare |
| GDX VanEck Gold Miners ETF | 0.970 | — | +6bp | $52.3B | different index | Compare |
| GDXJ VanEck Junior Gold Miners ETF | 0.960 | — | +7bp | $68.7B | different index | Compare |
| SLV iShares Silver Trust | 0.846 | — | +5bp | $30B | 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 2026-09-30 (1,104 funds with dated records). Fund details retrieved: 2026-09-02 to 2026-10-02. Data dates vary by fund; these are not live quotes. Flow totals include available records only; missing coverage is not evidence of zero flow.