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 KDIV — Kraneshares S&P Pan Asia Dividend Aristocrats Index ETF
| Substitute | Correlation | Book overlap | Fee vs KDIV | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| SCHD Schwab U.S. Dividend Equity ETF | — | — | -62bp | $60.6B | different index | Compare |
| DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | — | — | -13bp | $3.5B | different index | Compare |
| SPYI NEOS S&P 500(R) HIGH INCOME ETF | — | — | -68bp | $1.8B | different index | Compare |
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | — | — | -9bp | $6.9B | different index | Compare |
| DVYE iShares Emerging Markets Dividend ETF | — | — | -19bp | $1.2B | different index | Compare |
| EMHY iShares J.P. Morgan EM High Yield Bond ETF | — | — | -18bp | $640M | 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