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Be careful. Buying an ETF from another vendor that tracks the same index, like say an S&P 500 index ETF from Vanguard vs. Fidelity, can still trigger a wash sal
by URSpider94 10y ago
Be careful. Buying an ETF from another vendor that tracks the same index, like say an S&P 500 index ETF from Vanguard vs. Fidelity, can still trigger a wash sale. Granted, it's harder to find through simple transaction matching, but an audit might trip you up.
- dimva 10y agoYes, I agree. The pairs Zenvest uses for tax-loss harvesting all track different indexes (another reason why VTI is paired with VOO instead of SCHB - even though the indexes VTI and SCHB track are nominally different, they consist of the same stocks): VTI (Total US Stock market) / VOO (S&P 500) VEA (FTSE Developed All Cap ex US, 3735 stocks) / SCHF (FTSE Developed ex-US, 1471 stocks) VWO (FTSE Emerging Markets All Cap China) / SCHE (FTSE Emerging Index)