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 TUA — Simplify Short Term Treasury Futures Strategy ETF
| Substitute | Correlation | Book overlap | Fee vs TUA | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| IEI iShares 3-7 Year Treasury Bond ETF | 0.885 | — | -1bp | $17.7B | different index | Compare |
| IBTK iShares iBonds Dec 2030 Term Treasury ETF | 0.871 | — | -9bp | $1B | different index | Compare |
| IBTL iShares iBonds Dec 2031 Term Treasury ETF | 0.870 | — | -9bp | $681M | different index | Compare |
| IBTM iShares iBonds Dec 2032 Term Treasury ETF | 0.865 | — | -9bp | $561M | different index | Compare |
| IBTJ iShares iBonds Dec 2029 Term Treasury ETF | 0.844 | — | -9bp | $1.4B | different index | Compare |
| IEF iShares 7-10 Year Treasury Bond ETF | 0.835 | — | -1bp | $42.8B | 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