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
| Substitute | Correlation | Book overlap | Fee vs PRF | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| EQWL Invesco S&P 100 Equal Weight ETF | 0.943 | 42% | -14bp | $2.8B | different index | Compare |
| MGV Vanguard Morningstar Mega Cap Value ETF | 0.896 | 42% | -32bp | $8.2B | different index | Compare |
| EUSA iShares MSCI USA Equal Weighted ETF | 0.925 | 21% | -30bp | $1.9B | different index | Compare |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 0.886 | 26% | -23bp | $44.9B | different index | Compare |
| DYNF BLACKROCK US EQUITY FACTOR ROTATION ETF | 0.819 | 45% | -39bp | $42.4B | different index | Compare |
| SCHB Schwab U.S. Broad Market ETF | 0.884 | — | -36bp | $30.7B | 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
Cached coverage for 2,091 funds. Latest price/flow record dates: 2024-08-23 to 2026-10-06 (1,063 funds with dated records). Fund details retrieved: 2026-09-25 to 2026-10-08. Data dates vary by fund; these are not live quotes. Flow totals include available records only; missing coverage is not evidence of zero flow.