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 KALL | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| SCHC Schwab International Small-Cap Equity ETF | — | — | -38bp | $4.3B | different index | Compare |
| GII SPDR S&P Global Infrastructure ETF | — | — | -9bp | $916M | different index | Compare |
| GWX SPDR S&P International Small Cap ETF | — | — | -9bp | $927M | different index | Compare |
| FENI Fidelity Enhanced International ETF | — | — | -21bp | $1.7B | different index | Compare |
| EFG iShares MSCI EAFE Growth ETF | — | — | -13bp | $16.6B | different index | Compare |
| EFV iShares MSCI EAFE Value ETF | — | — | -15bp | $31.1B | 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 2026-10-02 (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.