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 SUSB — iShares ESG 1-5 Year USD Corporate Bond ETF
| Substitute | Correlation | Book overlap | Fee vs SUSB | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | 0.900 | — | -8bp | $18.7B | different index | Compare |
| AGG iShares Core U.S. Aggregate Bond ETF | 0.872 | — | -9bp | $127.8B | different index | Compare |
| SHY iShares 1-3 Year Treasury Bond ETF | 0.931 | — | +3bp | $25.5B | different index | Compare |
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | 0.866 | — | -8bp | $14.2B | different index | Compare |
| BND Vanguard Total Bond Market Index Fund | 0.862 | — | -9bp | $112.8B | different index | Compare |
| IEI iShares 3-7 Year Treasury Bond ETF | 0.918 | — | +3bp | $17.7B | 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