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 VOE | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| VTV Vanguard Value Index Fund | 0.925 | 21% | -3bp | $125.5B | different index | Compare |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 0.891 | 16% | -3bp | $36.2B | different index | Compare |
| VONV Vanguard Russell 1000 Value ETF | 0.893 | 13% | +1bp | $9.2B | different index | Compare |
| FTA First Trust Large Cap Value AlphaDEX Fund | 0.895 | — | -7bp | $1.2B | different index | Compare |
| ISCV iShares Morningstar Small-Cap Value ETF | 0.892 | 0% | -1bp | $672M | different index | Compare |
| MGV Vanguard Morningstar Mega Cap Value ETF | 0.869 | 2% | same | $8.2B | 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.