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 HAWX — iShares Currency Hedged MSCI ACWI ex U.S. ETF
| Substitute | Correlation | Book overlap | Fee vs HAWX | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| HEFA iShares Currency Hedged MSCI EAFE ETF | 0.937 | — | same | $7.8B | different index | Compare |
| EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | 0.894 | — | -10bp | $3.6B | different index | Compare |
| BUFR FT CBOE VEST FUND OF BUFFER ETFS | 0.803 | — | -35bp | $5.1B | different index | Compare |
| HEZU iShares Currency Hedged MSCI Eurozone ETF | 0.902 | — | +18bp | $590M | different index | Compare |
| HEWJ iShares Currency Hedged MSCI Japan ETF | 0.835 | — | +15bp | $767M | 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