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 IXN — iShares Global Tech ETF
| Substitute | Correlation | Book overlap | Fee vs IXN | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| IOO iShares Global 100 ETF | 0.833 | 46% | same | $9.4B | different index | Compare |
| VT Vanguard Total World Stock Index Fund | 0.865 | 20% | -34bp | $39.4B | different index | Compare |
| URTH iShares MSCI World ETF | 0.835 | 26% | -17bp | $8.3B | different index | Compare |
| EMXC iShares MSCI Emerging Markets ex China ETF | 0.883 | 4% | -16bp | $24.7B | different index | Compare |
| EMGF iShares MSCI Emerging Markets Multifactor ETF | 0.879 | 4% | -16bp | $1.9B | different index | Compare |
| IEMG iShares Core MSCI Emerging Markets ETF | 0.877 | 4% | -32bp | $160.6B | 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