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 PIZ | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| IDMO Invesco S&P International Developed Momentum ETF | 0.910 | 20% | -55bp | $4.3B | different index | Compare |
| EFG iShares MSCI EAFE Growth ETF | 0.892 | 4% | -44bp | $16.6B | different index | Compare |
| IDHQ Invesco S&P International Developed Quality ETF | 0.865 | 6% | -51bp | $1.1B | different index | Compare |
| AOR iShares Core Growth Allocation ETF | 0.865 | — | -65bp | $2.1B | different index | Compare |
| FTC First Trust Large Cap Growth AlphaDEX Fund | 0.801 | — | -80bp | $1.1B | 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.