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 SPVM — Invesco S&P 500 Value with Momentum ETF
| Substitute | Correlation | Book overlap | Fee vs SPVM | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| VOE Vanguard Mid-Cap Value Index Fund | 0.907 | 37% | -32bp | $17.5B | different index | Compare |
| IMCV iShares Morningstar Mid-Cap Value ETF | 0.915 | 34% | -33bp | $1.2B | different index | Compare |
| IUSV iShares Core S&P U.S. Value ETF | 0.842 | 17% | -35bp | $28.1B | different index | Compare |
| VTV Vanguard Value Index Fund | 0.828 | 21% | -35bp | $125.5B | different index | Compare |
| IWS iShares Russell Mid-Cap Value ETF | 0.816 | 18% | -16bp | $16B | different index | Compare |
| VBR Vanguard Small Cap Value Index Fund | 0.840 | 6% | -32bp | $30.1B | 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