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 GDX — VanEck Gold Miners ETF
| Substitute | Correlation | Book overlap | Fee vs GDX | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| RING iShares MSCI Global Gold Miners ETF | 0.995 | — | -12bp | $2.4B | different index | Compare |
| SLVP iShares MSCI Global Silver and Metals Miners ETF | 0.961 | — | -12bp | $978M | different index | Compare |
| GLD SPDR Gold Shares | 0.850 | — | -11bp | $146B | different index | Compare |
| SLV iShares Silver Trust | 0.805 | — | -1bp | $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