SwapFinder
Educational only — not tax, legal, or investment advice. Whether two funds are “substantially identical” depends on facts and circumstances; the IRS has not published a bright-line test for ETFs. Consult a qualified tax professional before you trade.

Swap finder › US growth / Nasdaq

QQQJ tax-loss harvesting alternatives

Invesco NASDAQ Next Gen 100 ETF (Invesco) tracks Nasdaq Next Generation 100 Index. If you hold QQQJ 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 QQQJ during the 31-day wait.

Held fundIndex trackedIssuerExpense ratioAUMHoldingsCategory
QQQJ
Invesco NASDAQ Next Gen 100 ETF
Nasdaq Next Generation 100 IndexInvesco0.15%$1.18B107US growth / Nasdaq

Sources: issuer fund page · public fund profile. Fund data as of 2026-10-16.

QQQJ wash sale alternatives (different index)

ETFIndex trackedIssuerExpense ratioAUM1-yr correlationHoldings overlapNotes
VXF
Vanguard Extended Market ETF
S&P CompletionVanguard0.05%$30.34B0.931n/adifferent index
IWO
iShares Russell 2000 Growth ETF
Russell 2000 Growth BenchmarkBlackRock0.24%$13.70B0.907n/adifferent index
VB
Vanguard Morningstar Small-Cap ETF
Morningstar US Small Cap TR USDVanguard0.03%$77.74B0.903n/adifferent index
VOT
Vanguard Morningstar Mid-Cap Growth ETF
Morningstar US Mid Cap Growth TR USDVanguard0.05%$19.62B0.898n/adifferent index
VTWO
Vanguard Russell 2000 ETF
Russell 2000Vanguard0.06%$16.54B0.885n/adifferent index
IWM
iShares Russell 2000 ETF
Russell 2000BlackRock0.19%$77.08B0.882n/adifferent index
IWR
iShares Russell Midcap ETF
Russell MidcapBlackRock0.18%$56.69B0.881n/adifferent index
SCHM
Schwab U.S. Mid-Cap ETF
Dow Jones US Total Stock Market Mid-CapCharles Schwab0.03%$14.58B0.880n/adifferent index

Sorted by 1-year correlation of daily total returns with QQQJ (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.

[Placeholder — future brokerage partner slot]
Reserved for a clearly-labeled brokerage referral link in the future. There are no referral or affiliate links on this site today, and listings are not influenced by any issuer or broker.

30-day wash-sale calendar for QQQJ

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