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 DWUS — AdvisorShares Dorsey Wright FSM US Core ETF
| Substitute | Correlation | Book overlap | Fee vs DWUS | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust | 0.955 | — | -98bp | $498.5B | different index | Compare |
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 0.924 | — | -83bp | $41.9B | different index | Compare |
| SOXX iShares Semiconductor ETF | 0.918 | — | -83bp | $44B | different index | Compare |
| MGC Vanguard Mega Cap Index Fund | 0.869 | — | -111bp | $6B | different index | Compare |
| QAI IQ HEDGE MULTI-STRATEGY TRACKER ETF | 0.868 | — | -118bp | $575M | different index | Compare |
| VOO Vanguard 500 Index Fund | 0.864 | — | -115bp | $500.4B | 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