Lost Harvesting - Tracking Error Matters

When you are lost harvesting, tracking error matters. Think about like a Home Depot and Lowe's. They are similar, not identical. But what you want to make sure of is when you're making these lost harvesting decisions, you understand what tracking error exists between the substitutes you're using. The S&P 500 actually sits right in between. It's both value as well as growth stocks that make up the S&P500.