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IVW tax-loss harvesting alternatives
iShares S&P 500 Growth ETF (BlackRock) tracks S&P 500 Growth. If you hold IVW 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 IVW during the 31-day wait.
| Held fund | Index tracked | Issuer | Expense ratio | AUM | Holdings | Category |
|---|---|---|---|---|---|---|
| IVW iShares S&P 500 Growth ETF | S&P 500 Growth | BlackRock | 0.18% | $79.96B | 156 | US growth / Nasdaq |
Sources: issuer fund page · public fund profile. Fund data as of 2026-10-16.
IVW wash sale alternatives (different index)
| ETF | Index tracked | Issuer | Expense ratio | AUM | 1-yr correlation | Holdings overlap | Notes |
|---|---|---|---|---|---|---|---|
| IUSG iShares Core S&P U.S. Growth ETF | S&P 900 Growth | BlackRock | 0.04% | $34.64B | 0.999 | 95.4% | different indexhigh overlap |
| ONEQ Fidelity Nasdaq Composite Index ETF | NASDAQ Composite Index | Fidelity | 0.21% | $11.09B | 0.984 | n/a | different index |
| MGK Vanguard Morningstar Mega Cap Growth ETF | Morningstar US Mega Cap Growth TR USD | Vanguard | 0.05% | $35.68B | 0.980 | 72.6% | different indexhigh overlap |
| VUG Vanguard Morningstar Growth ETF | Morningstar US Large Cap Growth TR USD | Vanguard | 0.03% | $237.89B | 0.980 | 77.3% | different indexhigh overlap |
| VONG Vanguard Russell 1000 Growth ETF | Russell 1000 Growth | Vanguard | 0.06% | $47.87B | 0.974 | 75.7% | different indexhigh overlap |
| MGC Vanguard Morningstar Mega Cap ETF | Morningstar US Mega Cap TR USD | Vanguard | 0.05% | $10.48B | 0.973 | 70.9% | different indexhigh overlap |
| IWF iShares Russell 1000 Growth ETF | Russell 1000 Growth | BlackRock | 0.18% | $130.44B | 0.972 | 76.3% | different indexhigh overlap |
| QQQM Invesco NASDAQ 100 ETF | NASDAQ 100 Index | Invesco | 0.15% | $111.78B | 0.960 | n/a | different index |
Sorted by 1-year correlation of daily total returns with IVW (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 IVW
These track the same index (S&P 500 Growth). 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 |
|---|---|---|---|---|---|---|---|
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | S&P 500 Growth | State Street | 0.04% | $57.88B | 0.996 | 99.8% | same index — avoid |
30-day wash-sale calendar for IVW
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 IVW in every account (including IRAs) for the window — a reinvested dividend is a purchase.
- Check automatic investments, a spouse’s accounts, and any IVW 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.