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 CATH — Global X S&P 500 Catholic Values ETF
| Substitute | Correlation | Book overlap | Fee vs CATH | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| IWB iShares Russell 1000 ETF | 0.990 | 72% | -14bp | $49.6B | different index | Compare |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 0.989 | 70% | -26bp | $97.9B | different index | Compare |
| IWV iShares Russell 3000 ETF | 0.988 | 70% | -9bp | $20.4B | different index | Compare |
| VTI Vanguard Total Stock Market Index Fund | 0.989 | 69% | -26bp | $428.1B | different index | Compare |
| IUSG iShares Core S&P U.S. Growth ETF | 0.953 | 58% | -25bp | $33.8B | different index | Compare |
| URTH iShares MSCI World ETF | 0.958 | 53% | -5bp | $8.3B | 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