Fund comparison · from official SEC filings
VFORX vs VSMGX: how much do they overlap?
VANGUARD TARGET RETIREMENT 2040 FUND and VANGUARD LIFESTRATEGY MODERATE GROWTH FUND
vs
Shared holdings
Company
VFORX
VSMGX
V
VGTSXVANGUARD TOT INT ST IDX-INV
30.27%
25.22%
V
VTBIXVANGUARD TOT BND MKT II-INV
18.11%
26.42%
?
—Vanguard Cmt Funds-Vanguard Market Liquidity Fund
0.52%
0.64%
?
—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 VSMGX
V
VTSMXVANGUARD TTL STK MKT-INV
36.64%
V
VTIIXVANGUARD TTL INTL BND II-INV
11.06%
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VFORX vs VTTSXVANGUARD TARGET RETIREMENT 2060 FUND
84% overlap
VSMGX vs VASGXVANGUARD LIFESTRATEGY GROWTH FUND
81% overlap
VSMGX vs VSCGXVANGUARD LIFESTRATEGY CONSERVATIVE GROWTH FUND
80% overlap
VFORX vs VTINXVANGUARD TARGET RETIREMENT INCOME FUND
56% overlap
VFORX vs VASGXVANGUARD LIFESTRATEGY GROWTH FUND
44% overlap
VSMGX vs VTINXVANGUARD TARGET RETIREMENT INCOME FUND
39% 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.
Informational and educational only — not investment advice.