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 SMH | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| XLK Technology Select Sector SPDR Fund | 0.930 | 45% | -26bp | $127.3B | different index | Compare |
| IGPT Invesco AI and Next Gen Software ETF | 0.936 | 33% | -35bp | $1.4B | different index | Compare |
| IUSG iShares Core S&P U.S. Growth ETF | 0.836 | 28% | -31bp | $34.3B | different index | Compare |
| FTEC Fidelity MSCI Information Technology Index ETF | 0.908 | — | -27bp | $11.7B | different index | Compare |
| DYNF BLACKROCK US EQUITY FACTOR ROTATION ETF | 0.827 | 19% | -35bp | $42B | different index | Compare |
| QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund | 0.837 | — | -35bp | $679M | 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.