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 USMV | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| ACWV iShares MSCI Global Min Vol Factor ETF | 0.825 | 53% | +5bp | $3.3B | different index | Compare |
| FDLO Fidelity Low Volatility Factor ETF | 0.822 | — | same | $1.2B | different index | Compare |
| AGIH iShares Inflation Hedged U.S. Aggregate Bond ETF | — | — | -2bp | $2496.99T | different index | Compare |
| GLOV Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF | 0.810 | — | +10bp | $996M | different index | Compare |
| HYGI iShares Inflation Hedged High Yield Bond ETF | — | — | +37bp | $5462.51T | 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.