90 ETFs to Save On Taxes

90 ETFs to Save On Taxes

Having a list of ETFs that follow similar strategies is useful for tax-loss harvesting purposes. Below is a list of ETFs grouped by the indexes that they track that can help in that process. For instance, the Large Cap ETFs listed in that group can be bought and sold without triggering the wash sale rule if the ETF sold is replaced by another one in the group provided that the original ETF was held for more than 30 days. All of the ETFs in each group should have similar performance. The ETFs selected also have low expense ratios (<0.10%) that align with our tax-loss harvesting philosophy.

Market Cap

The ETFs in this section are grouped by strategies based on indexes that are made up of stocks based on their market capitalization. These indexes also tend to be limited to domestic companies.

Sectors

The ETFs in this section are grouped by strategies based on indexes that are made up of stocks based on the sector of the economy. They may be comprised of companies of all sizes and may include international stocks.

Market Cap

Total Market

ETF Name Symbol Expense Ratio Index
Vanguard
Total Stock Market Index Fund ETF Shares
VTI 0.05% CRSP US Total Market Index
Schwab U.S. Broad Market ETF™ SCHB 0.03% Dow Jones U.S.
Broad Stock Market Index
iShares Core S&P Total U.S. Stock Market ETF ITOT 0.03% S&P Total Market Index

Large Cap

ETF Name Symbol Expense Ratio Index
Vanguard Mega Cap Index Fund ETF Shares MGC 0.09% CRSP US Mega
Cap Index
Vanguard
Large-Cap Index Fund ETF Shares
VV 0.08% CRSP US Large Cap Index
Vanguard 500 Index Fund ETF Class VOO 0.05% S&P 500
Schwab U.S.
Large-Cap ETF™
SCHX 0.03% Dow Jones U.S. Large Cap Total Stock Market Index
iShares Core S&P 500 ETF IVV 0.07% S&P 500
Goldman
Sachs ActiveBeta® U.S. Large Cap Equity ETF
GSLC 0.09% Goldman Sachs ActiveBeta U.S. Large Cap Equity Index

Large Cap Growth

ETF Name Symbol Expense Ratio Index
Vanguard Mega Cap Growth Index Fund ETF
Shares
MGK 0.09% CRSP US Mega
Cap Growth Index
Vanguard
Growth Index Fund ETF Shares
VUG 0.08% CRSP US Large Cap Growth Index
Schwab U.S. Large-Cap Growth ETF™ SCHG 0.06% Dow Jones U.S.
Large Cap Growth Total Stock Market Index
iShares Core
Russell U.S. Growth ETF
IUSG 0.07% Russell 3000 Growth Index

Large Cap Value

ETF Name Symbol Expense Ratio Index
Vanguard Value Index Fund ETF Shares VTV 0.08% CRSP US Large
Cap Value Index
Vanguard
Mega Cap Value Index Fund ETF Shares
MGV 0.09% CRSP US Mega Cap Value Index
Schwab U.S. Large-Cap Value ETF™ SCHV 0.06% Dow Jones U.S.
Large Cap Value Total Stock Market Index
iShares Core
Russell U.S. Value ETF
IUSV 0.07% Russell 3000 Value Index

Mid Cap

ETF Name Symbol Expense Ratio Index
Vanguard Mid-Cap Index Fund ETF Shares VO 0.08% CRSP US Mid Cap
Index
Schwab U.S.
Mid-Cap ETF™
SCHM 0.07% Dow Jones U.S. Mid Cap Total Stock Market Index
Vanguard Mid-Cap Growth Index Fund ETF
Shares
VOT 0.08% CRSP US Mid Cap
Growth Index
Vanguard
Mid-Cap Value Index Fund ETF Shares
VOE 0.08% CRSP US Mid Cap Value Index

Small Cap

ETF Name Symbol Expense Ratio Index
Vanguard
Small-Cap Index Fund ETF Shares
VB 0.08% CRSP US Small Cap Index
SPDR® Russell Small Cap Completeness ETF RSCO 0.10% S&P 1000
Index
SPDR®
Russell 2000 ETF
TWOK 0.10% Russell 2000 Index
Schwab U.S. Small-Cap ETF™ SCHA 0.07% Dow Jones U.S.
Small Cap Total Stock Market Index

Small Cap Growth/Value

ETF Name Symbol Expense Ratio Index
Vanguard
Small-Cap Growth Index Fund ETF Shares
VBK 0.08% CRSP US Small Cap Growth Index
Vanguard Small-Cap Value Index Fund ETF
Shares
VBR 0.08% CRSP US Small
Cap Value Index

Sectors

Bonds

ETF Name Symbol Expense Ratio Index
Vanguard Total Bond Market Index Fund ETF
Shares
BND 0.06% Barclays U.S.
Aggregate Float Adjusted Index
Vanguard
Short-Term Government Bond Index Fund ETF Shares
VGSH 0.10%
Vanguard Short-Term Corporate Bond Index
Fund ETF Shares
VCSH 0.10% Barclays U.S.
1-5 Year Corporate Bond Index
Vanguard
Short-Term Bond Index Fund ETF Shares
BSV 0.09% Barclays U.S. 1-5 Year Government/Credit Float Adjusted
Index
Vanguard Long-Term Government Bond Index
Fund ETF Shares
VGLT 0.10% Barclays U.S.
Long Government Float Adjusted Index
Vanguard
Long-Term Corporate Bond Index Fund ETF Shares
VCLT 0.10% Barclays Long US Corporate Index
Vanguard Long-Term Bond Index Fund ETF
Shares
BLV 0.09% Barclays U.S.
Long Government/Credit Float Adjusted Index
Vanguard
Intermediate-Term Government Bond Index Fund ETF Shares
VGIT 0.10% Barclays U.S. 3-10 Year Government Float Adjusted Index
Vanguard Intermediate-Term Corporate Bond
Index Fund ETF Shares
VCIT 0.10% Barclays U.S.
5-10 Year Corporate Bond Index
Vanguard
Intermediate-Term Bond Index Fund ETF Shares
BIV 0.09% Barclays U.S. 5-10 Year Government/Credit Float Adjusted
Index
SPDR® Barclays Aggregate Bond ETF BNDS 0.09% Barclays U.S.
Aggregate Index
Schwab U.S.
Aggregate Bond ETF™
SCHZ 0.05% Barclays U.S. Aggregate Index
iShares Core U.S. Aggregate Bond ETF AGG 0.09% Barclays U.S.
Aggregate Index
iShares 0-5
Year TIPS Bond ETF
STIP 0.10% Barclays U.S. Treasury TIPS 0-5 Years Index

Consumer Discretionary

ETF Name Symbol Expense Ratio Index
Vanguard
Consumer Discretionary Index Fund ETF Shares
VCR 0.10% MSCI US Investable Market Consumer Discretionary 25/50
Index
Fidelity® MSCI Consumer Discretionary Index
ETF
FDIS 0.08% MSCI USA IMI
Consumer Discretionary

Consumer Staples

ETF Name Symbol Expense Ratio Index
Vanguard
Consumer Staples Index Fund ETF Shares
VDC 0.10% MSCI US Investable Market Consumer Staples 25/50 Index
Fidelity® MSCI Consumer Staples Index ETF FSTA 0.08% MSCI USA IMI
Consumer Staples

Corporate

ETF Name Symbol Expense Ratio Index
iShares
iBonds Mar 2023 Term Corporate ex-Financials ETF
IBCE 0.10% Barclays 2023 Maturity High Quality Corporate Index
iShares iBonds Mar 2020 Term Corporate
ex-Financials ETF
IBCD 0.10% Barclays 2020
Maturity High Quality Corporate Index
iShares
iBonds Mar 2018 Term Corporate ex-Financials ETF
IBCC 0.10% Barclays 2018 Maturity High Quality Corporate Index
iShares iBonds Dec 2025 Term Corporate ETF IBDQ 0.10% Barclays
December 2025 Maturity Corporate Index
iShares
iBonds Dec 2024 Term Corporate ETF
IBDP 0.10% Barclays December 2024 Maturity Corporate Index
iShares iBonds Dec 2023 Term Corporate ETF IBDO 0.10% Barclays
December 2023 Maturity Corporate Index
iShares
iBonds Dec 2022 Term Corporate ETF
IBDN 0.10% Barclays December 2022 Maturity Corporate Index
iShares iBonds Dec 2021 Term Corporate ETF IBDM 0.10% Barclays
December 2021 Maturity Corporate Index
iShares
iBonds Dec 2020 Term Corporate ETF
IBDL 0.10% Barclays December 2020 Maturity Corporate Index
iShares iBonds Dec 2019 Term Corporate ETF IBDK 0.10% Barclays
December 2019 Maturity Corporate Index
iShares
iBonds Dec 2018 Term Corporate ETF
IBDH 0.10% Barclays December 2018 Maturity Corporate Index
iShares iBonds Dec 2017 Term Corporate ETF IBDJ 0.10% Barclays
December 2017 Maturity Corporate Index
iShares
iBonds Dec 2016 Term Corporate ETF
IBDF 0.10% Barclays December 2016 Maturity Corporate Index
iShares 0-5 Year Investment Grade Corporate
Bond ETF
SLQD 0.08% Markit iBoxx
USD Liquid Investment Grade 0-5 Index

Dividend

ETF Name Symbol Expense Ratio Index
Vanguard
High Dividend Yield Index Fund ETF Shares
VYM 0.09% FTSE High Dividend Yield Index
Vanguard Dividend Appreciation Index Fund
ETF Shares
VIG 0.09% NASDAQ US

Schwab U.S.
Dividend Equity ETF™
SCHD 0.07% Dow Jones U.S. Dividend 100 Index

Energy

ETF Name Symbol Expense Ratio Index
Vanguard Energy Index Fund ETF Shares VDE 0.10% MSCI US
Investable Market Energy 25/50 Index
Fidelity®
MSCI Energy Index ETF
FENY 0.08% MSCI USA IMI Energy

Financials

ETF Name Symbol Expense Ratio Index
Vanguard Financials Index Fund ETF Shares VFH 0.10% MSCI US
Investable Market Financials 25/50 Index
Fidelity®
MSCI Financials Index ETF
FNCL 0.08% MSCI USA IMI Financials Index

Health Care

ETF Name Symbol Expense Ratio Index
Vanguard Health Care Index Fund ETF Shares VHT 0.09% MSCI US
Investable Market Health Care 25/50 Index
Fidelity®
MSCI Health Care Index ETF
FHLC 0.08% MSCI USA IMI Health Care Index

Industrials

ETF Name Symbol Expense Ratio Index
Vanguard Industrials Index Fund ETF Shares VIS 0.10% MSCI US
Investable Market Industrials 25/50 Index
Fidelity®
MSCI Industrials Index ETF
FIDU 0.08% MSCI USA IMI Industrials

Information Technology

ETF Name Symbol Expense Ratio Index
Vanguard Information Technology Index Fund
ETF Shares
VGT 0.10% MSCI US
Investable Market Information Technology 25/50 Index
Fidelity®
MSCI Information Technology Index ETF
FTEC 0.08% MSCI USA IMI Information Technology

International

ETF Name Symbol Expense Ratio Index
Vanguard FTSE Developed Markets Index Fund
ETF Shares
VEA 0.09% FTSE Developed
All Cap ex US Index
Schwab
International Equity ETF™
SCHF 0.08% FTSE Developed ex-US Index

Materials

ETF Name Symbol Expense Ratio Index
Vanguard Materials Index Fund ETF Shares VAW 0.10% MSCI US
Investable Market Materials 25/50 Index
Fidelity®
MSCI Materials Index ETF
FMAT 0.08% MSCI USA IMI Materials

Real Estate

ETF Name Symbol Expense Ratio Index
Vanguard Mortgage-Backed Securities Index
Fund ETF Shares
VMBS 0.10% Barclays U.S.
MBS Float Adjusted Index
Schwab U.S.
REIT ETF™
SCHH 0.07% Dow Jones U.S. Select REIT Index
Fidelity® MSCI Real Estate Index ETF FREL 0.08% MSCI USA IMI
Real Estate Index

Telecom

ETF Name Symbol Expense Ratio Index
Vanguard
Telecommunication Services Index Fund ETF Shares
VOX 0.10% MSCI US Investable Market Telecommunication Services 25/50
Index
Fidelity® MSCI Telecommunication Services
Index ETF
FCOM 0.08% MSCI USA IMI
Telecommunication Services 25/50 Index

Treasury

ETF Name Symbol Expense Ratio Index
Vanguard Short-Term Inflation-Protected
Securities Index Fund ETF Shares
VTIP 0.08% Barclays U.S.
Treasury TIPS 0-5 Years Index
Vanguard
Extended Duration Treasury Index Fund ETF Shares
EDV 0.10% Barclays U.S. Treasury STRIPS 20-30 Year Equal Par Bond
Index
SPDR® Barclays Short Term Treasury ETF SST 0.10% Barclays 1-5
Year U.S. Treasury Index
SPDR®
Barclays Long Term Treasury ETF
TLO 0.10% Barclays Long U.S. Treasury Index
SPDR® Barclays Intermediate Term Treasury
ETF
ITE 0.10% Barclays US
Treasury Intermediate Index
Schwab U.S.
TIPS ETF™
SCHP 0.07% Barclays U.S. Treasury Inflation Protected Securities
(Series-L) Index
Schwab Short-Term U.S. Treasury ETF™ SCHO 0.08% Barclays U.S.
Treasury 1-3 Year Index
Schwab
Intermediate-Term U.S. Treasury ETF™
SCHR 0.09% Barclays U.S. 3-10 Year Treasury Bond Index

Utilities

ETF Name Symbol Expense Ratio Index
Vanguard Utilities Index Fund ETF Shares VPU 0.10% MSCI US
Investable Market Utilities 25/50 Index
Fidelity®
MSCI Utilities Index ETF
FUTY 0.08% MSCI USA IMI Utilities
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