ETF PROAI

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

Fund to harvestTry:IVVQQQAGG
Stand-ins for GSFP — Goldman Sachs Future Planet Equity ETF
SubstituteCorrelationBook overlapFee vs GSFPAssetsWash-sale read
SLV iShares Silver Trust——-25bp$30Bdifferent indexCompare
GLD SPDR Gold Shares——-35bp$141.7Bdifferent indexCompare
GDXJ VanEck Junior Gold Miners ETF——-23bp$68.7Bdifferent indexCompare
SIL Global X Silver Miners ETF——-10bp$1.1Bdifferent indexCompare
GSIE Goldman Sachs ActiveBeta International Equity ETF——-50bp$3.8Bdifferent indexCompare
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF——-30bp$941Mdifferent indexCompare

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 2026-10-02 (1,104 funds with dated records). Fund details retrieved: 2026-09-02 to 2026-10-03. Data dates vary by fund; these are not live quotes. Flow totals include available records only; missing coverage is not evidence of zero flow.

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.