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 JGRO — Jpmorgan Active Growth ETF
| Substitute | Correlation | Book overlap | Fee vs JGRO | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| ILCG iShares Morningstar Growth ETF | 0.976 | — | -40bp | $3.3B | different index | Compare |
| IUSG iShares Core S&P U.S. Growth ETF | 0.967 | — | -40bp | $33.8B | different index | Compare |
| IVW iShares S&P 500 Growth ETF | 0.967 | — | -26bp | $77.4B | different index | Compare |
| IWY iShares Russell Top 200 Growth ETF | 0.963 | — | -24bp | $16.4B | different index | Compare |
| GARP ISHARES FACTORS US GROWTH STYLE ETF | 0.933 | — | -44bp | $3B | different index | Compare |
| MTUM iShares MSCI USA Momentum Factor ETF | 0.861 | — | -29bp | $26.2B | 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