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ESGU tax-loss harvesting alternatives
iShares ESG Aware MSCI USA ETF (BlackRock) tracks MSCI USA Extended ESG Focus Index. If you hold ESGU at a loss, these ETFs track a different index, which generally makes them less likely to be considered “substantially identical” — while still moving closely with ESGU during the 31-day wait.
| Held fund | Index tracked | Issuer | Expense ratio | AUM | Holdings | Category |
|---|---|---|---|---|---|---|
| ESGU iShares ESG Aware MSCI USA ETF | MSCI USA Extended ESG Focus Index | BlackRock | 0.15% | $18.22B | 272 | S&P 500 / US large cap |
Sources: issuer fund page · public fund profile. Fund data as of 2026-10-16.
ESGU wash sale alternatives (different index)
| ETF | Index tracked | Issuer | Expense ratio | AUM | 1-yr correlation | Holdings overlap | Notes |
|---|---|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | S&P 500 | Vanguard | 0.03% | $1.06T | 0.996 | 78.2% | different indexhigh overlap |
| IWB iShares Russell 1000 ETF | Russell 1000 | BlackRock | 0.15% | $49.49B | 0.996 | 75.5% | different indexhigh overlap |
| SCHX Schwab U.S. Large-Cap ETF | Dow Jones US Total Stock Market Large-Cap | Charles Schwab | 0.03% | $75.28B | 0.996 | n/a | different index |
| VV Vanguard Morningstar Large-Cap ETF | Morningstar US Large Cap TR USD | Vanguard | 0.03% | $55.29B | 0.996 | 78.6% | different indexhigh overlap |
| SPYM State Street SPDR Portfolio S&P 500 ETF | S&P 500 | State Street | 0.02% | $185.28B | 0.996 | 78.7% | different indexhigh overlap |
| SPY State Street SPDR S&P 500 ETF | S&P 500 | State Street | 0.09% | $821.83B | 0.996 | 78.7% | different indexhigh overlap |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | S&P TMI | BlackRock | 0.03% | $97.91B | 0.995 | 74.4% | different indexhigh overlap |
| VONE Vanguard Russell 1000 ETF | Russell 1000 | Vanguard | 0.06% | $9.18B | 0.995 | 75.6% | different indexhigh overlap |
Sorted by 1-year correlation of daily total returns with ESGU (through 2026-10-16). Holdings overlap = sum of the smaller weight of each common stock, from issuer holdings files; “n/a” where the issuer does not offer a free download or for bond/international/commodity funds. Hover a value for its as-of dates.
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30-day wash-sale calendar for ESGU
The window is 30 calendar days before and after the sale (61 days total, IRC §1091(a)). Buying the replacement fund right away is the point of a swap; the dates above are about buying back the fund you sold, or anything substantially identical to it.
Before you swap
- Turn off dividend reinvestment for ESGU in every account (including IRAs) for the window — a reinvested dividend is a purchase.
- Check automatic investments, a spouse’s accounts, and any ESGU bought in the 30 days before the sale.
- Your broker generally only flags wash sales for the identical security in the same account. You are responsible for the rest.
- Read how wash sales work and the FAQ, then confirm your plan with a tax professional.