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 SOXX — iShares Semiconductor ETF
| Substitute | Correlation | Book overlap | Fee vs SOXX | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| XLK Technology Select Sector SPDR Fund | 0.904 | 45% | -26bp | $124.1B | different index | Compare |
| MTUM iShares MSCI USA Momentum Factor ETF | 0.931 | 35% | -20bp | $26.2B | different index | Compare |
| QQQ Invesco QQQ Trust | 0.880 | 33% | -15bp | $498.5B | different index | Compare |
| IXN iShares Global Tech ETF | 0.909 | 34% | +6bp | $9.2B | different index | Compare |
| IYW iShares U.S. Technology ETF | 0.868 | 33% | +5bp | $25.7B | different index | Compare |
| EMGF iShares MSCI Emerging Markets Multifactor ETF | 0.830 | — | -10bp | $1.9B | 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