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 NTRL — Global X Carbon Credits Strategy ETF
| Substitute | Correlation | Book overlap | Fee vs NTRL | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| AVEM Avantis Emerging Markets Equity ETF | — | — | -6bp | $6.3B | different index | Compare |
| FLOW Global X U.S. Cash Flow Kings 100 ETF | — | — | -14bp | $4132.70T | different index | Compare |
| EDV Vanguard Extended Duration Treasury Index Fund | — | — | -33bp | $3.8B | different index | Compare |
| SPEM SPDR Portfolio Emerging Markets ETF | — | — | -32bp | $17.6B | different index | Compare |
| ICSH iShares Ultra Short-Term Bond ETF | — | — | -31bp | $8.6B | different index | Compare |
| BND Vanguard Total Bond Market Index Fund | — | — | -36bp | $112.8B | 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