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 PIE — Invesco DWA Emerging Markets Momentum ETF
| Substitute | Correlation | Book overlap | Fee vs PIE | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| EMGF iShares MSCI Emerging Markets Multifactor ETF | — | 7% | -65bp | $1.9B | different index | Compare |
| EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | — | 7% | -65bp | $3.6B | different index | Compare |
| EEMA iShares MSCI Emerging Markets Asia ETF | — | 5% | -41bp | $872M | different index | Compare |
| PICK iShares MSCI Global Metals & Mining Producers ETF | — | 4% | -51bp | $2.3B | different index | Compare |
| IXN iShares Global Tech ETF | — | 3% | -49bp | $9.2B | different index | Compare |
| IEMG iShares Core MSCI Emerging Markets ETF | — | 3% | -81bp | $160.6B | 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