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 EET — ProShares Ultra MSCI Emerging Markets
| Substitute | Correlation | Book overlap | Fee vs EET | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| AVEM Avantis Emerging Markets Equity ETF | 0.985 | — | -63bp | $6.3B | different index | Compare |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 0.985 | — | -26bp | $3.9B | different index | Compare |
| SPEM SPDR Portfolio Emerging Markets ETF | 0.935 | — | -89bp | $17.6B | different index | Compare |
| VWO Vanguard Emerging Markets Stock Index Fund | 0.929 | — | -88bp | $79.1B | different index | Compare |
| VEU Vanguard FTSE All-World ex-US Index Fund | 0.914 | — | -88bp | $40.1B | different index | Compare |
| IXN iShares Global Tech ETF | 0.881 | — | -55bp | $9.2B | 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