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 JAVA | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| VONV Vanguard Russell 1000 Value ETF | 0.963 | — | -36bp | $9.2B | different index | Compare |
| GVUS Goldman Sachs MarketBeta Russell 1000 Value Equity ETF | 0.959 | — | -44bp | $513M | different index | Compare |
| IWX iShares Russell Top 200 Value ETF | 0.951 | — | -24bp | $3.7B | different index | Compare |
| VTV Vanguard Value Index Fund | 0.918 | — | -40bp | $125.5B | different index | Compare |
| MGV Vanguard Morningstar Mega Cap Value ETF | 0.896 | — | -37bp | $8.2B | different index | Compare |
| NULV Nuveen ESG Large-Cap Value ETF | 0.891 | — | -18bp | $1.7B | 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
Cached coverage for 2,091 funds. Latest price/flow record dates: 2024-08-23 to 2026-10-05 (1,063 funds with dated records). Fund details retrieved: 2026-09-25 to 2026-10-07. Data dates vary by fund; these are not live quotes. Flow totals include available records only; missing coverage is not evidence of zero flow.