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 DGRW — WisdomTree U.S. Quality Dividend Growth Fund
| Substitute | Correlation | Book overlap | Fee vs DGRW | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| ILCV iShares Morningstar Value ETF | 0.881 | — | -24bp | $1.3B | different index | Compare |
| SPYI NEOS S&P 500(R) HIGH INCOME ETF | 0.866 | — | -28bp | $1.8B | different index | Compare |
| IWD iShares Russell 1000 Value ETF | 0.861 | — | -9bp | $83.9B | different index | Compare |
| IVE iShares S&P 500 Value ETF | 0.857 | — | -10bp | $50.4B | different index | Compare |
| IUSV iShares Core S&P U.S. Value ETF | 0.856 | — | -24bp | $28.1B | different index | Compare |
| IWX iShares Russell Top 200 Value ETF | 0.854 | — | -8bp | $4B | 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