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IVE tax-loss harvesting alternatives
iShares S&P 500 Value ETF (BlackRock) tracks S&P 500 Value. If you hold IVE 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 IVE during the 31-day wait.
| Held fund | Index tracked | Issuer | Expense ratio | AUM | Holdings | Category |
|---|---|---|---|---|---|---|
| IVE iShares S&P 500 Value ETF | S&P 500 Value | BlackRock | 0.18% | $49.51B | 441 | US value |
Sources: issuer fund page · public fund profile. Fund data as of 2026-10-16.
IVE wash sale alternatives (different index)
| ETF | Index tracked | Issuer | Expense ratio | AUM | 1-yr correlation | Holdings overlap | Notes |
|---|---|---|---|---|---|---|---|
| DGRO iShares Core Dividend Growth ETF | Morningstar US Dividend Growth Index | BlackRock | 0.08% | $43.24B | 0.933 | 50.3% | different index |
| RSP Invesco S&P 500 Equal Weight ETF | S&P 500 Equal Weighted | Invesco | 0.20% | $98.58B | 0.931 | n/a | different index |
| IWD iShares Russell 1000 Value ETF | Russell 1000 Value | BlackRock | 0.18% | $83.25B | 0.926 | 70.0% | different indexhigh overlap |
| VONV Vanguard Russell 1000 Value ETF | Russell 1000 Value | Vanguard | 0.06% | $22.25B | 0.923 | 69.6% | different index |
| VIG Vanguard Dividend Appreciation ETF | S&P U.S. Dividend Growers Index | Vanguard | 0.04% | $111.88B | 0.921 | 49.2% | different index |
| VTV Vanguard Morningstar Value ETF | Morningstar US Large Cap Value TR USD | Vanguard | 0.03% | $188.59B | 0.905 | 67.4% | different index |
| VYM Vanguard High Dividend Yield Index ETF | FTSE Custom High Dividend Yield | Vanguard | 0.04% | $80.87B | 0.895 | 56.1% | different index |
| VBR Vanguard Morningstar Small-Cap Value ETF | Morningstar US Small Cap Value TR USD | Vanguard | 0.05% | $35.80B | 0.879 | 5.1% | different index |
Sorted by 1-year correlation of daily total returns with IVE (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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Avoid as a replacement: same index as IVE
These track the same index (S&P 500 Value). Buying one of them within the window is the classic “substantially identical” risk.
| ETF | Index tracked | Issuer | Expense ratio | AUM | 1-yr correlation | Holdings overlap | Notes |
|---|---|---|---|---|---|---|---|
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | S&P 500 Value | State Street | 0.04% | $36.69B | 0.987 | 99.5% | same index — avoid |
30-day wash-sale calendar for IVE
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 IVE in every account (including IRAs) for the window — a reinvested dividend is a purchase.
- Check automatic investments, a spouse’s accounts, and any IVE 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.