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 QQEW | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| TECB iShares U.S. Tech Breakthrough Multisector ETF | 0.912 | — | -18bp | $520M | different index | Compare |
| SUSA iShares MSCI USA ESG Select ETF | 0.867 | — | -33bp | $4.1B | different index | Compare |
| IGM iShares Expanded Tech Sector ETF | 0.848 | — | -17bp | $11.7B | different index | Compare |
| IYW iShares U.S. Technology ETF | 0.841 | — | -18bp | $27.2B | different index | Compare |
| IWB iShares Russell 1000 ETF | 0.834 | — | -43bp | $49.3B | different index | Compare |
| IYY iShares Dow Jones U.S. ETF | 0.833 | — | -38bp | $3.1B | 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.