Tax-loss harvesting alternatives for VTV

The closest fund alternative to VTV (Large Value) is IWD (iShares Russell 1000 Value), with a return correlation of 0.94 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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ETFS

Fund stand-ins

Funds covering similar ground. Two funds tracking the same index may themselves be 'substantially identical' for wash-sale purposes.

Ticker	Name	Focus	Match	1Y	3Y	5Y	10Y
IWD	iShares Russell 1000 Value	Large Value	BROAD	0.94	0.97	0.98	0.99
RSP	Invesco S&P 500 Equal Weight	S&P 500 Equal Weight	BROAD	0.91	0.95	0.95	0.97
DIA	SPDR Dow Jones Industrial Average	Dow 30	BROAD	0.84	0.91	0.93	0.96
IWM	iShares Russell 2000	Small-Cap	BROAD	0.78	0.83	0.83	0.85
VTI	Vanguard Total Stock Market	Total US Market	BROAD	0.73	0.84	0.87	0.91
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	0.70	0.82	0.86	0.91
VOO	Vanguard S&P 500 ETF	S&P 500	BROAD	0.70	0.82	0.86	0.91
IVV	iShares Core S&P 500	S&P 500	BROAD	0.70	0.82	0.86	0.91
QQQ	Invesco QQQ Trust	Nasdaq 100	BROAD	0.53	0.65	0.70	0.73
QQQM	Invesco Nasdaq 100 ETF	Nasdaq 100	BROAD	0.53	0.65	0.70	—
IWF	iShares Russell 1000 Growth	Large Growth	BROAD	0.46	0.63	0.71	0.76

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Method: Pearson correlation of daily closing-price returns, Yahoo Finance data, series aligned by trading day, refreshed weekly. A cell is blank when overlapping history covers less than 60% of its window. Correlation is descriptive, not predictive. Wash-sale treatment depends on facts and circumstances — confirm with a tax professional. Not investment advice.