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MGV tax-loss harvesting alternatives
Vanguard Morningstar Mega Cap Value ETF (Vanguard) tracks Morningstar US Mega Cap Value TR USD. If you hold MGV 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 MGV during the 31-day wait.
| Held fund | Index tracked | Issuer | Expense ratio | AUM | Holdings | Category |
|---|---|---|---|---|---|---|
| MGV Vanguard Morningstar Mega Cap Value ETF | Morningstar US Mega Cap Value TR USD | Vanguard | 0.05% | $13.68B | 123 | US value |
Sources: issuer fund page · public fund profile. Fund data as of 2026-10-16.
MGV wash sale alternatives (different index)
| ETF | Index tracked | Issuer | Expense ratio | AUM | 1-yr correlation | Holdings overlap | Notes |
|---|---|---|---|---|---|---|---|
| VTV Vanguard Morningstar Value ETF | Morningstar US Large Cap Value TR USD | Vanguard | 0.03% | $188.59B | 0.987 | 73.7% | different indexhigh overlap |
| SCHV Schwab U.S. Large-Cap Value ETF | Dow Jones US Total Stock Market Large-Cap Value | Charles Schwab | 0.04% | $15.41B | 0.951 | n/a | different index |
| VONV Vanguard Russell 1000 Value ETF | Russell 1000 Value | Vanguard | 0.06% | $22.25B | 0.919 | 46.9% | different index |
| IWD iShares Russell 1000 Value ETF | Russell 1000 Value | BlackRock | 0.18% | $83.25B | 0.917 | 47.3% | different index |
| VYM Vanguard High Dividend Yield Index ETF | FTSE Custom High Dividend Yield | Vanguard | 0.04% | $80.87B | 0.906 | 61.5% | different index |
| VIG Vanguard Dividend Appreciation ETF | S&P U.S. Dividend Growers Index | Vanguard | 0.04% | $111.88B | 0.886 | 53.3% | different index |
| DGRO iShares Core Dividend Growth ETF | Morningstar US Dividend Growth Index | BlackRock | 0.08% | $43.24B | 0.881 | 54.6% | different index |
| IVE iShares S&P 500 Value ETF | S&P 500 Value | BlackRock | 0.18% | $49.51B | 0.874 | 49.6% | different index |
Sorted by 1-year correlation of daily total returns with MGV (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 MGV
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 MGV in every account (including IRAs) for the window — a reinvested dividend is a purchase.
- Check automatic investments, a spouse’s accounts, and any MGV 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.