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 ILCG — iShares Morningstar Growth ETF
| Substitute | Correlation | Book overlap | Fee vs ILCG | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| IUSG iShares Core S&P U.S. Growth ETF | 0.987 | 69% | same | $33.8B | different index | Compare |
| GARP ISHARES FACTORS US GROWTH STYLE ETF | 0.959 | 49% | -4bp | $3B | different index | Compare |
| IVW iShares S&P 500 Growth ETF | 0.987 | 71% | +14bp | $77.4B | different index | Compare |
| IWY iShares Russell Top 200 Growth ETF | 0.963 | 71% | +16bp | $16.4B | different index | Compare |
| IMCG iShares Morningstar Mid-Cap Growth ETF | 0.833 | 21% | +2bp | $4.2B | different index | Compare |
| VOT Vanguard Mid-Cap Growth Index Fund | 0.858 | 13% | +3bp | $13.8B | 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