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 AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
| Substitute | Correlation | Book overlap | Fee vs AGGY | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| BND Vanguard Total Bond Market Index Fund | 0.885 | — | -9bp | $112.8B | different index | Compare |
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | 0.882 | — | -8bp | $14.2B | different index | Compare |
| LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 0.897 | — | +2bp | $33.4B | different index | Compare |
| MBB iShares MBS ETF | 0.847 | — | -8bp | $39B | different index | Compare |
| TLH iShares 10-20 Year Treasury Bond ETF | 0.884 | — | +3bp | $10.9B | different index | Compare |
| EDV Vanguard Extended Duration Treasury Index Fund | 0.819 | — | -6bp | $3.8B | 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