Swap finder › US sector: industrials
ITA tax-loss harvesting alternatives
iShares U.S. Aerospace & Defense ETF (BlackRock) tracks DJ US Select / Aerospace & Defense. If you hold ITA 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 ITA during the 31-day wait.
| Held fund | Index tracked | Issuer | Expense ratio | AUM | Holdings | Category |
|---|---|---|---|---|---|---|
| ITA iShares U.S. Aerospace & Defense ETF | DJ US Select / Aerospace & Defense | BlackRock | 0.37% | $11.77B | 54 | US sector: industrials |
Sources: issuer fund page · public fund profile. Fund data as of 2026-10-16.
ITA wash sale alternatives (different index)
| ETF | Index tracked | Issuer | Expense ratio | AUM | 1-yr correlation | Holdings overlap | Notes |
|---|---|---|---|---|---|---|---|
| XLI State Street Industrial Select Sector SPDR ETF | S&P Industrial Select Sector | State Street | 0.08% | $30.71B | 0.782 | 24.2% | different indexloose match |
| VIS Vanguard Industrials ETF | MSCI US IMI 25/50 Industrials | Vanguard | 0.09% | $8.07B | 0.772 | 22.9% | different indexloose match |
| IJH iShares Core S&P Mid-Cap ETF | S&P Mid Cap 400 | BlackRock | 0.05% | $122.65B | 0.623 | 3.8% | different indexloose match |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF | S&P Mid Cap 400 | State Street | 0.03% | $18.38B | 0.622 | 3.8% | different indexloose match |
| MDY State Street SPDR S&P MIDCAP 400 ETF Trust | S&P Mid Cap 400 | State Street | 0.23% | $25.96B | 0.621 | 3.8% | different indexloose match |
| VB Vanguard Morningstar Small-Cap ETF | Morningstar US Small Cap TR USD | Vanguard | 0.03% | $77.74B | 0.621 | 2.7% | different indexloose match |
| VXF Vanguard Extended Market ETF | S&P Completion | Vanguard | 0.05% | $30.34B | 0.619 | 3.4% | different indexloose match |
| IVOO Vanguard S&P Mid-Cap 400 ETF | S&P Mid Cap 400 | Vanguard | 0.07% | $3.81B | 0.618 | 3.9% | different indexloose match |
Sorted by 1-year correlation of daily total returns with ITA (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 ITA
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 ITA in every account (including IRAs) for the window — a reinvested dividend is a purchase.
- Check automatic investments, a spouse’s accounts, and any ITA 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.