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Fund comparison · from official SEC filings

VFORX vs VSCGX: how much do they overlap?

VANGUARD TARGET RETIREMENT 2040 FUND and VANGUARD LIFESTRATEGY CONSERVATIVE GROWTH FUND
Holdings overlap
36%
of assets, by weight
Shared positions
4
of 6 / 6 holdings
VFORX expense ratio
0.08%
net, per year
VSCGX expense ratio
0.10%
net, per year
Shared holdings
Company
VFORX
VSCGX
V
VTBIXVANGUARD TOT BND MKT II-INV
18.11%
40.48%
V
VGTSXVANGUARD TOT INT ST IDX-INV
30.27%
16.96%
?
—Vanguard Cmt Funds-Vanguard Market Liquidity Fund
0.52%
0.61%
?
—N/A
-0.01%
0.02%
Only in VFORX
V
VSMPXVANGUARD TTL STK MKT-INST PL
43.53%
V
VTILXVANGUARD TTL INTL BND II-INS
7.58%
Only in VSCGX
V
VTSMXVANGUARD TTL STK MKT-INV
24.92%
V
VTIIXVANGUARD TTL INTL BND II-INV
17.02%
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VFORX vs VTTSXVANGUARD TARGET RETIREMENT 2060 FUND
84% overlap
VSCGX vs VSMGXVANGUARD LIFESTRATEGY MODERATE GROWTH FUND
80% overlap
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61% overlap
VFORX vs VTINXVANGUARD TARGET RETIREMENT INCOME FUND
56% overlap
VSCGX vs VTINXVANGUARD TARGET RETIREMENT INCOME FUND
50% overlap
VFORX vs VSMGXVANGUARD LIFESTRATEGY MODERATE GROWTH FUND
44% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.