Vanguard Target Retirement 2040 Fund (VFORX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VFORX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VFORX
VFORX charges 0.08% annually. There are 63 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | VFORX vs LTFIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | VFORX vs LTSTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | VFORX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | VFORX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | VFORX vs PMTIX |
Best Risk-Adjusted Alternatives to VFORX
VFORX has a PortfoliosLab risk / return rank of 70. There are 127 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | VFORX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | VFORX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | VFORX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | VFORX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | VFORX vs URTRX |
Top Performing VFORX Alternatives (YTD)
VFORX is at 8.23% YTD. There are 325 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | VFORX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | VFORX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | VFORX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | VFORX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | VFORX vs FQLSX |
Lowest Volatility Alternatives to VFORX
VFORX has 10.70% 1-year volatility. There are 308 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | VFORX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | VFORX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | VFORX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | VFORX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | VFORX vs DRIQX |
Lowest Drawdown Alternatives to VFORX
VFORX has a 1-year max drawdown of -7.70%. There are 321 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | VFORX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | VFORX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | VFORX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | VFORX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | VFORX vs PRMYX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VFORX
Investors most often compare VFORX with FBIFX, VTTHX, VOO. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare VFORX with Any Fund or Stock
Compare VFORX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VFORX with funds that move differently
Vanguard Target Retirement 2040 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VFORX.
Explore VFORX Diversifiers