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 KNG | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| SDY State Street SPDR S&P Dividend ETF | 0.936 | — | -40bp | $20.5B | different index | Compare |
| CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF | 0.851 | — | -75bp | $845M | different index | Compare |
| DGRO iShares Core Dividend Growth ETF | 0.822 | — | -67bp | $44.8B | 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 2,093 funds. Latest price/flow record dates: 2024-08-23 to 2026-10-22 (1,065 funds with dated records). Fund details retrieved: 2026-09-25 to 2026-10-24. Data dates vary by fund; these are not live quotes. Flow totals include available records only; missing coverage is not evidence of zero flow.