BBJP vs DXJ overlap - what they share and where they differ

BBJP and DXJ share 41.1% of their weight across 48 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

BBJP and DXJ

41.1%

48 shared positions

BBJP

JPMorgan BetaBuilders Japan ETF

Reported positions cover 99% of the fund, 165 positions · Apr 30, 2026

Top 10: 32.5%·Holdings of BBJP

DXJ

WisdomTree Japan Hedged Equity Fund

Reported positions cover 96% of the fund, 396 positions · Mar 31, 2026

Top 10: 36.3%·Holdings of DXJ

Reported positions cover BBJP 99%, DXJ 96% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

DXJ vs BBJP side by side

BBJPJPMorgan BetaBuilders Japan ETF

165

stock positions reported to the SEC

44.3% of its weight is in 117 names DXJ does not hold

DXJWisdomTree Japan Hedged Equity Fund

396

stock positions reported to the SEC

45.4% of its weight is in 348 names BBJP does not hold

Where each fund's weight sits

BBJP
DXJ
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Financial Services
17.0%
20.2%
Consumer Cyclical
4.9%
6.1%
Technology
2.5%
0.9%
Healthcare
1.0%
2.1%
Basic Materials
0.0%
0.1%

The widest gap is Financial Services: DXJ has 3.2 points more of it.

The figures side by side

BBJPDXJ
Filing dateApr 30, 2026Mar 31, 2026
Stock positions reported165396
Weight of the ten largest32.5%36.3%
Largest positionMUFG 6.2%MUFG 7.8%
Held alone117 positions, 44.3%348 positions, 45.4%
Covered by stock positions99%96%

Holdings they share

StockIn BBJPIn DXJCounted
MUFGMitsubishi Corp.6.18%7.77%6.18%
TMToyota Motor Corp.4.24%4.56%4.24%
SMFGSumitomo Mitsui Trust Group, Inc.3.92%5.30%3.92%
NODKNissan Motor Co. Ltd.3.60%3.96%3.60%
MFGMizuho Financial Group, Inc.2.04%2.31%2.04%
TOKYO ELECTRON LTD.2.51%1.69%1.69%
ITOCHU CORP.1.67%1.82%1.67%
MARUBENI CORP.1.24%1.18%1.18%
MITSUBISHI ELECTRIC CORP.1.58%1.09%1.09%
HITACHI LTD.2.76%1.02%1.02%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in BBJP

SOFTBANK GROUP CORP.2.47%
MITSUI & CO. LTD.1.86%
TOKIO MARINE HOLDINGS, INC.1.69%
FAST RETAILING CO. LTD.1.67%
SHIN-ETSU CHEMICAL CO. LTD.1.66%
RECRUIT HOLDINGS CO. LTD.1.25%
MURATA MANUFACTURING CO. LTD.1.15%
KDDI CORP.0.91%
DISCO CORP.0.83%
JAPAN TOBACCO, INC.0.79%

Only in DXJ

TOKIO MARINE HOLDINGS INC.3.13%
MITSUI & CO LTD.2.44%
JAPAN TOBACCO INC2.42%
NTT INC.2.40%
SHIN-ETSU CHEMICAL CO LTD.1.28%
CANON INC.1.06%
ASTELLAS PHARMA INC.1.04%
MS&AD INSURANCE GROUP HOLDINGS INC.1.03%
CHUGAI PHARMACEUTICAL CO LTD.1.00%
DAIICHI LIFE GROUP INC.0.98%

Questions people ask

Is BBJP the same as DXJ?

41.1% of their weight sits in the same 48 holdings. BBJP also reports SOFTBANK GROUP CORP., MITSUI & CO. LTD., TOKIO MARINE HOLDINGS, INC., which the other does not. DXJ also reports TOKIO MARINE HOLDINGS INC., MITSUI & CO LTD., JAPAN TOBACCO INC, which the other does not.

How is the overlap between BBJP and DXJ measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 99% of BBJP and 96% of DXJ, so the number cannot exceed the smaller coverage.

Which holds more, DXJ or BBJP?

BBJP reports 165 stock positions and DXJ reports 396. 44.3% of BBJP's weight sits in names DXJ does not hold, and 45.4% of DXJ's weight in names BBJP does not hold. The ten largest positions are 32.5% of BBJP and 36.3% of DXJ.

How do BBJP and DXJ differ by sector?

The widest gap is Financial Services: DXJ has 3.2 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.