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
| Substitute | Correlation | Book overlap | Fee vs TYLG | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| XLK Technology Select Sector SPDR Fund | 0.974 | 48% | -51bp | $131.1B | different index | Compare |
| GARP ISHARES FACTORS US GROWTH STYLE ETF | 0.913 | 34% | -60bp | $3.5B | different index | Compare |
| DYNF BLACKROCK US EQUITY FACTOR ROTATION ETF | 0.882 | 36% | -60bp | $42.4B | different index | Compare |
| ESGV Vanguard ESG U.S. Stock ETF | 0.847 | 36% | -51bp | $9.2B | different index | Compare |
| FTEC Fidelity MSCI Information Technology Index ETF | 0.967 | — | -52bp | $11.7B | different index | Compare |
| SPY SPDR S&P 500 ETF Trust | 0.841 | 36% | -51bp | $818.5B | 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
Cached coverage for 2,091 funds. Latest price/flow record dates: 2024-08-23 to 2026-10-06 (1,063 funds with dated records). Fund details retrieved: 2026-09-25 to 2026-10-08. Data dates vary by fund; these are not live quotes. Flow totals include available records only; missing coverage is not evidence of zero flow.