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 EXI — iShares Global Industrials ETF
| Substitute | Correlation | Book overlap | Fee vs EXI | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| EFG iShares MSCI EAFE Growth ETF | 0.890 | 21% | -6bp | $17.3B | different index | Compare |
| EFA iShares MSCI EAFE ETF | 0.879 | 10% | -7bp | $80B | different index | Compare |
| VT Vanguard Total World Stock Index Fund | 0.869 | 4% | -35bp | $39.4B | different index | Compare |
| VEU Vanguard FTSE All-World ex-US Index Fund | 0.865 | 3% | -34bp | $40.1B | different index | Compare |
| URTH iShares MSCI World ETF | 0.856 | 5% | -18bp | $8.3B | different index | Compare |
| VGK Vanguard European Stock Index Fund | 0.830 | 8% | -31bp | $20.6B | 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