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 ONOF — Global X Adaptive U.S. Risk Management ETF
| Substitute | Correlation | Book overlap | Fee vs ONOF | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| URTH iShares MSCI World ETF | 0.887 | 61% | -16bp | $8.3B | different index | Compare |
| VT Vanguard Total World Stock Index Fund | 0.871 | 47% | -33bp | $39.4B | different index | Compare |
| IOO iShares Global 100 ETF | 0.871 | 48% | +1bp | $9.4B | different index | Compare |
| IXN iShares Global Tech ETF | 0.803 | 35% | +1bp | $9.2B | 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