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Wednesday, August 19, 2026The Morning Brief →Sign in

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

Fund to harvestTry:IVVQQQAGG
Stand-ins for GXUSGoldman Sachs ETF Trust II - Goldman Sachs MarketBeta Total International Equity ETF
SubstituteCorrelationBook overlapFee vs GXUSAssetsWash-sale read
VEU Vanguard FTSE All-World ex-US Index Fund0.972-12bp$40.1Bdifferent indexCompare
VT Vanguard Total World Stock Index Fund0.930-13bp$39.4Bdifferent indexCompare
VSS Vanguard FTSE All-World ex-US Small Capital Index Fund0.920-13bp$8.8Bdifferent indexCompare
IEMG iShares Core MSCI Emerging Markets ETF0.918-11bp$160.6Bdifferent indexCompare
VWO Vanguard Emerging Markets Stock Index Fund0.910-12bp$79.1Bdifferent indexCompare
VGK Vanguard European Stock Index Fund0.880-9bp$20.6Bdifferent indexCompare

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

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