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 GDMN — WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
| Substitute | Correlation | Book overlap | Fee vs GDMN | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| RING iShares MSCI Global Gold Miners ETF | 0.969 | — | -6bp | $2.4B | different index | Compare |
| GLD SPDR Gold Shares | 0.942 | — | -5bp | $146B | different index | Compare |
| SLVP iShares MSCI Global Silver and Metals Miners ETF | 0.938 | — | -6bp | $978M | different index | Compare |
| SLV iShares Silver Trust | 0.840 | — | +5bp | $38.5B | 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