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 FJUL — FT CBOE VEST US EQUITY BUFFER ETF - JULY
| Substitute | Correlation | Book overlap | Fee vs FJUL | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| BUFR FT CBOE VEST FUND OF BUFFER ETFS | — | — | same | $5.1B | different index | Compare |
| USMV iShares MSCI USA Min Vol Factor ETF | — | — | +15bp | $24.1B | different index | Compare |
| ESMV iShares ESG MSCI USA Min Vol Factor ETF | — | — | +18bp | $7904.06T | different index | Compare |
| ACWV iShares MSCI Global Min Vol Factor ETF | — | — | +20bp | $3.4B | different index | Compare |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | — | — | +22bp | $5.5B | different index | Compare |
| LQDH iShares Interest Rate Hedged Corporate Bond ETF | — | — | +23bp | $540M | 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