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 PTF | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| PDP Invesco Dorsey Wright Momentum ETF | 0.926 | 15% | +2bp | $1.5B | different index | Compare |
| XLK Technology Select Sector SPDR Fund | 0.846 | 22% | -51bp | $127.3B | different index | Compare |
| IGPT Invesco AI and Next Gen Software ETF | 0.860 | 16% | -60bp | $1.4B | different index | Compare |
| QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund | 0.846 | — | -60bp | $679M | different index | Compare |
| TINY ProShares Nanotechnology ETF | 0.802 | — | -2bp | $6127.40T | 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.