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 CEFA | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| ESGD iShares ESG Aware MSCI EAFE ETF | 0.970 | 44% | -15bp | $11.9B | different index | Compare |
| EFA iShares MSCI EAFE ETF | 0.971 | 23% | same | $77.1B | different index | Compare |
| DMXF iShares ESG Advanced MSCI EAFE Index ETF | 0.945 | 30% | -23bp | $1B | different index | Compare |
| IDEV iShares Core MSCI International Developed Markets ETF | 0.966 | 13% | -31bp | $32.4B | different index | Compare |
| QEFA State Street SPDR MSCI EAFE StrategicFactors ETF | 0.922 | 17% | -5bp | $1B | different index | Compare |
| BBIN JPMorgan BetaBuilders International Equity ETF | 0.973 | — | -28bp | $6.5B | 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 2,091 funds. Latest price/flow record dates: 2024-08-23 to 2026-10-06 (1,063 funds with dated records). Fund details retrieved: 2026-09-25 to 2026-10-08. Data dates vary by fund; these are not live quotes. Flow totals include available records only; missing coverage is not evidence of zero flow.