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 TDV — ProShares S&P Technology Dividend Aristocrats ETF
| Substitute | Correlation | Book overlap | Fee vs TDV | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| VOT Vanguard Mid-Cap Growth Index Fund | 0.855 | — | -38bp | $13.8B | different index | Compare |
| VTI Vanguard Total Stock Market Index Fund | 0.853 | — | -42bp | $428.1B | different index | Compare |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 0.849 | — | -42bp | $97.9B | different index | Compare |
| QQQ Invesco QQQ Trust | 0.849 | — | -25bp | $498.5B | different index | Compare |
| IYY iShares Dow Jones U.S. ETF | 0.844 | — | -25bp | $3.1B | different index | Compare |
| VBK Vanguard Small Cap Growth Index Fund | 0.842 | — | -38bp | $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