perform like the S&P 500 while earning tax deductions

Earn tax deductions while your portfolio grows. And it's as easy as investing in an ETF.

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Earn tax deductions while your portfolio grows. And it's as easy as investing in an ETF

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perform like the S&P 500

Directly own a diversified portfolio of the largest U.S. market-cap stocks


earn tax deductions

Tax-loss harvesting creates opportunities to reduce taxes, unlike investing in ETFs


as simple as an ETF

Investing in Arta’s S&P 500 direct index is zero additional effort

Build your index

see how direct indexing could reduce your taxes

and earn "tax alpha"

direct index or ETF?

When you invest in an like SPY or VOO, you don’t own the underlying shares. With Arta Direct Indexing, you get nearly the same performance but have the added benefit of owning each stock individually. This enables you to apply that contributes to “tax alpha”, as well as customize what you hold.

Direct Indexing

Exchange Traded Fund (ETF)

Individual stock ownership

Tax deductions via tax-loss harvesting


Perform like a market index

Invest and liquidate at any time

when can a direct index be better than an ETF?

Direct indexing with automatic tax-loss harvesting can hold substantial benefits if you:

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Fall into a high tax bracket

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Have capital gains to offset

Hold an index ETF, like SPY or VOO for long-term investment

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Have recurring deposits into public market investments

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already holding lots of


Customize your Arta S&P 500 direct index by removing up to ten individual stocks while still harvesting tax losses automatically and closely tracking the rest of the index.

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The information displayed on this website is for informational purposes only and is not an offer or solicitation to purchase or sell securities. Arta Finance believes information presented is accurate at the time of publishing, but may not be updated regularly. Investing involves risks, including the potential for principal loss. Past performance is no guarantee of future results.

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