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 SOXL | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| XSD State Street SPDR S&P Semiconductor ETF | 0.941 | 15% | -59bp | $3B | different index | Compare |
| XNTK State Street SPDR NYSE Technology ETF | 0.931 | 14% | -59bp | $2.1B | different index | Compare |
| XLK Technology Select Sector SPDR Fund | 0.905 | 16% | -85bp | $127.3B | different index | Compare |
| TYLG Global X Information Technology Covered Call & Growth ETF | 0.873 | 14% | -34bp | $9343.71T | different index | Compare |
| AIQ Global X Artificial Intelligence & Technology ETF | 0.866 | 11% | -26bp | $2.1B | different index | Compare |
| FTEC Fidelity MSCI Information Technology Index ETF | 0.877 | — | -86bp | $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 2026-09-30 (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.