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 SOXQ — Invesco PHLX Semiconductor ETF
| Substitute | Correlation | Book overlap | Fee vs SOXQ | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| XLK Technology Select Sector SPDR Fund | 0.914 | 47% | -10bp | $124.1B | different index | Compare |
| QQQ Invesco QQQ Trust | 0.884 | 32% | +1bp | $498.5B | different index | Compare |
| SOXX iShares Semiconductor ETF | 0.997 | 87% | +16bp | $44B | different index | Compare |
| IUSG iShares Core S&P U.S. Growth ETF | 0.803 | 27% | -15bp | $33.8B | different index | Compare |
| IEMG iShares Core MSCI Emerging Markets ETF | 0.827 | — | -10bp | $160.6B | different index | Compare |
| EMGF iShares MSCI Emerging Markets Multifactor ETF | 0.830 | — | +6bp | $1.9B | 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