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SCHG tax-loss harvesting alternatives
Schwab U.S. Large-Cap Growth ETF (Charles Schwab) tracks Dow Jones US Total Stock Market Large-Cap Growth. If you hold SCHG 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 SCHG during the 31-day wait.
| Held fund | Index tracked | Issuer | Expense ratio | AUM | Holdings | Category |
|---|---|---|---|---|---|---|
| SCHG Schwab U.S. Large-Cap Growth ETF | Dow Jones US Total Stock Market Large-Cap Growth | Charles Schwab | 0.04% | $65.43B | 189 | US growth / Nasdaq |
Sources: issuer fund page · public fund profile. Fund data as of 2026-10-16.
SCHG wash sale alternatives (different index)
| ETF | Index tracked | Issuer | Expense ratio | AUM | 1-yr correlation | Holdings overlap | Notes |
|---|---|---|---|---|---|---|---|
| MGK Vanguard Morningstar Mega Cap Growth ETF | Morningstar US Mega Cap Growth TR USD | Vanguard | 0.05% | $35.68B | 0.978 | n/a | different index |
| VUG Vanguard Morningstar Growth ETF | Morningstar US Large Cap Growth TR USD | Vanguard | 0.03% | $237.89B | 0.977 | n/a | different index |
| MGC Vanguard Morningstar Mega Cap ETF | Morningstar US Mega Cap TR USD | Vanguard | 0.05% | $10.48B | 0.962 | n/a | different index |
| ONEQ Fidelity Nasdaq Composite Index ETF | NASDAQ Composite Index | Fidelity | 0.21% | $11.09B | 0.957 | n/a | different index |
| IWF iShares Russell 1000 Growth ETF | Russell 1000 Growth | BlackRock | 0.18% | $130.44B | 0.954 | n/a | different index |
| VONG Vanguard Russell 1000 Growth ETF | Russell 1000 Growth | Vanguard | 0.06% | $47.87B | 0.953 | n/a | different index |
| VV Vanguard Morningstar Large-Cap ETF | Morningstar US Large Cap TR USD | Vanguard | 0.03% | $55.29B | 0.952 | n/a | different index |
| IVW iShares S&P 500 Growth ETF | S&P 500 Growth | BlackRock | 0.18% | $79.96B | 0.951 | n/a | different index |
Sorted by 1-year correlation of daily total returns with SCHG (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 SCHG
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 SCHG in every account (including IRAs) for the window — a reinvested dividend is a purchase.
- Check automatic investments, a spouse’s accounts, and any SCHG 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.