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
Stand-ins for EGUS — Ishares ESG Aware MSCI USA Growth ETF
| Substitute | Correlation | Book overlap | Fee vs EGUS | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| ILCG iShares Morningstar Growth ETF | 0.971 | 66% | -14bp | $3.3B | different index | Compare |
| IVW iShares S&P 500 Growth ETF | 0.973 | 61% | same | $77.4B | different index | Compare |
| IUSG iShares Core S&P U.S. Growth ETF | 0.971 | 59% | -14bp | $33.8B | different index | Compare |
| IWY iShares Russell Top 200 Growth ETF | 0.971 | 66% | +2bp | $16.4B | different index | Compare |
| GARP ISHARES FACTORS US GROWTH STYLE ETF | 0.928 | 44% | -18bp | $3B | different index | Compare |
| QUAL iShares MSCI USA Quality Factor ETF | 0.848 | 34% | -3bp | $47.9B | 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