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HDV tax-loss harvesting alternatives
iShares Core High Dividend ETF (BlackRock) tracks Morningstar Dividend Yield Focus Index. If you hold HDV 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 HDV during the 31-day wait.
| Held fund | Index tracked | Issuer | Expense ratio | AUM | Holdings | Category |
|---|---|---|---|---|---|---|
| HDV iShares Core High Dividend ETF | Morningstar Dividend Yield Focus Index | BlackRock | 0.08% | $15.15B | 80 | US dividend |
Sources: issuer fund page · public fund profile. Fund data as of 2026-10-16.
HDV wash sale alternatives (different index)
| ETF | Index tracked | Issuer | Expense ratio | AUM | 1-yr correlation | Holdings overlap | Notes |
|---|---|---|---|---|---|---|---|
| SCHD Schwab US Dividend Equity ETF | Dow Jones U.S. Dividend 100 | Charles Schwab | 0.06% | $111.67B | 0.851 | n/a | different index |
| SPHD Invesco S&P 500 High Dividend Low Volatility ETF | S&P 500 Low Volatility High Dividend Index | Invesco | 0.30% | $3.20B | 0.818 | n/a | different index |
| SDY State Street SPDR S&P Dividend ETF | S&P High Yield Dividend Aristocrats | State Street | 0.35% | $20.95B | 0.780 | 26.6% | different indexloose match |
| XLP State Street Consumer Staples Select Sector SPDR ETF | S&P Consumer Staples Select Sector | State Street | 0.08% | $14.04B | 0.776 | 27.0% | different indexloose match |
| SPLV Invesco S&P 500 Low Volatility ETF | S&P 500 Low Volatility | Invesco | 0.25% | $7.07B | 0.775 | n/a | different indexloose match |
| SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF | S&P 500 High Dividend Index | State Street | 0.07% | $7.17B | 0.750 | 16.9% | different indexloose match |
| VDC Vanguard Consumer Staples ETF | MSCI US IMI 25/50 Consumer Staples | Vanguard | 0.09% | $7.70B | 0.749 | 26.9% | different indexloose match |
| DVY iShares Select Dividend ETF | DJ US Select Dividend | BlackRock | 0.38% | $22.74B | 0.740 | 21.0% | different indexloose match |
Sorted by 1-year correlation of daily total returns with HDV (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 HDV
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 HDV in every account (including IRAs) for the window — a reinvested dividend is a purchase.
- Check automatic investments, a spouse’s accounts, and any HDV 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.