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 JAVA — JPMorgan Active Value ETF
| Substitute | Correlation | Book overlap | Fee vs JAVA | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| IWD iShares Russell 1000 Value ETF | 0.964 | — | -25bp | $83.9B | different index | Compare |
| IWX iShares Russell Top 200 Value ETF | 0.949 | — | -24bp | $4B | different index | Compare |
| IWS iShares Russell Mid-Cap Value ETF | 0.925 | — | -21bp | $16B | different index | Compare |
| VTV Vanguard Value Index Fund | 0.918 | — | -40bp | $125.5B | different index | Compare |
| IUSV iShares Core S&P U.S. Value ETF | 0.918 | — | -40bp | $28.1B | different index | Compare |
| ILCV iShares Morningstar Value ETF | 0.913 | — | -40bp | $1.3B | 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