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MTUM tax-loss harvesting alternatives
iShares MSCI USA Momentum Factor ETF (BlackRock) tracks MSCI USA Momentum SR Variant Index. If you hold MTUM 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 MTUM during the 31-day wait.
| Held fund | Index tracked | Issuer | Expense ratio | AUM | Holdings | Category |
|---|---|---|---|---|---|---|
| MTUM iShares MSCI USA Momentum Factor ETF | MSCI USA Momentum SR Variant Index | BlackRock | 0.15% | $19.76B | 129 | US factor |
Sources: issuer fund page · public fund profile. Fund data as of 2026-10-16.
MTUM wash sale alternatives (different index)
| ETF | Index tracked | Issuer | Expense ratio | AUM | 1-yr correlation | Holdings overlap | Notes |
|---|---|---|---|---|---|---|---|
| SOXX iShares Semiconductor ETF | NYSE Semiconductor Index | BlackRock | 0.33% | $44.66B | 0.947 | 26.6% | different index |
| SMH VanEck Semiconductor ETF | MVIS US Listed Semiconductor 25 | VanEck | 0.35% | $71.82B | 0.941 | n/a | different index |
| XLK State Street Technology Select Sector SPDR ETF | S&P Technology Select Sector | State Street | 0.08% | $129.44B | 0.908 | 36.8% | different index |
| QQQ Invesco QQQ Trust Series I | NASDAQ 100 Index | Invesco | 0.18% | $501.85B | 0.886 | n/a | different index |
| QQQM Invesco NASDAQ 100 ETF | NASDAQ 100 Index | Invesco | 0.15% | $111.78B | 0.885 | n/a | different index |
| VGT Vanguard Information Technology ETF | MSCI US IMI 25/50 Information Technology | Vanguard | 0.09% | $156.01B | 0.877 | 30.8% | different index |
| FTEC Fidelity MSCI Information Technology Index ETF | MSCI USA IMI Information Technology 25/50 Index | Fidelity | 0.08% | $22.38B | 0.877 | n/a | different index |
| IYW iShares U.S. Technology ETF | Russell 1000 Technology RIC 22.5/45 Capped Index | BlackRock | 0.37% | $25.95B | 0.873 | 30.8% | different index |
Sorted by 1-year correlation of daily total returns with MTUM (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 MTUM
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 MTUM in every account (including IRAs) for the window — a reinvested dividend is a purchase.
- Check automatic investments, a spouse’s accounts, and any MTUM 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.