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 EVUS — Ishares ESG Aware MSCI USA Value ETF
| Substitute | Correlation | Book overlap | Fee vs EVUS | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| VTV Vanguard Value Index Fund | 0.923 | 58% | -14bp | $125.5B | different index | Compare |
| ILCV iShares Morningstar Value ETF | 0.923 | 57% | -14bp | $1.3B | different index | Compare |
| IWD iShares Russell 1000 Value ETF | 0.950 | 51% | +1bp | $83.9B | different index | Compare |
| IVE iShares S&P 500 Value ETF | 0.926 | 45% | same | $50.4B | different index | Compare |
| IUSV iShares Core S&P U.S. Value ETF | 0.929 | 44% | -14bp | $28.1B | different index | Compare |
| IWX iShares Russell Top 200 Value ETF | 0.933 | 54% | +2bp | $4B | 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