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 JMEE — JPMorgan Market Expansion Enhanced Equity ETF
| Substitute | Correlation | Book overlap | Fee vs JMEE | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| VB Vanguard Small Cap Index Fund | 0.975 | — | -19bp | $58.9B | different index | Compare |
| VBR Vanguard Small Cap Value Index Fund | 0.941 | — | -17bp | $30.1B | different index | Compare |
| VIS Vanguard Industrials Index Fund | 0.861 | — | -14bp | $5.5B | different index | Compare |
| VOT Vanguard Mid-Cap Growth Index Fund | 0.846 | — | -17bp | $13.8B | different index | Compare |
| VTI Vanguard Total Stock Market Index Fund | 0.839 | — | -21bp | $428.1B | different index | Compare |
| VTV Vanguard Value Index Fund | 0.839 | — | -20bp | $125.5B | 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