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 MVV — ProShares Ultra MidCap400
| Substitute | Correlation | Book overlap | Fee vs MVV | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| VOT Vanguard Mid-Cap Growth Index Fund | — | — | -88bp | $13.8B | different index | Compare |
| VOE Vanguard Mid-Cap Value Index Fund | — | — | -88bp | $17.5B | different index | Compare |
| VO Vanguard Mid Cap Index Fund | — | — | -91bp | $68.1B | different index | Compare |
| VB Vanguard Small Cap Index Fund | — | — | -90bp | $58.9B | different index | Compare |
| VBR Vanguard Small Cap Value Index Fund | — | — | -88bp | $30.1B | different index | Compare |
| VSS Vanguard FTSE All-World ex-US Small Capital Index Fund | — | — | -88bp | $8.8B | 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