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.
- Bonds
- Consumer Discretionary
- Consumer Staples
- Corporate
- Dividend
- Energy
- Financials
- Health Care
- Industrials
- Information Technology
- International
- Materials
- Real Estate
- Telecom
- Treasury
- Utilities
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 |
Leave a Reply