BBJP vs EFG overlap - what they share and where they differ
BBJP and EFG share 22.4% of their weight across 76 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 EFG
22.4%
76 shared positions
BBJP
JPMorgan BetaBuilders Japan ETF
Reported positions cover 99% of the fund, 155 positions · Jul 31, 2026
Top 10: 32.3%·Holdings of BBJP
EFG
iShares MSCI EAFE Growth ETF
Reported positions cover 98% of the fund, 340 positions · Jul 31, 2026
Top 10: 21.1%·Holdings of EFG
Reported positions cover BBJP 99%, EFG 98% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
EFG vs BBJP side by side
BBJPJPMorgan BetaBuilders Japan ETF
155
stock positions reported to the SEC
41.7% of its weight is in 79 names EFG does not hold
EFGiShares MSCI EAFE Growth ETF
340
stock positions reported to the SEC
75.7% of its weight is in 264 names BBJP does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Financial Services: BBJP has 11.6 points more of it.
The figures side by side
| BBJP | EFG | |
|---|---|---|
| Filing date | Jul 31, 2026 | Jul 31, 2026 |
| Stock positions reported | 155 | 340 |
| Weight of the ten largest | 32.3% | 21.1% |
| Largest position | MUFG 6.7% | ASML 5.9% |
| Held alone | 79 positions, 41.7% | 264 positions, 75.7% |
| Covered by stock positions | 99% | 98% |
Holdings they share
| Stock | In BBJP | In EFG | Counted |
|---|---|---|---|
| TOKYO ELECTRON LIMITEDTokyo Electron Ltd. | 2.72% | 1.39% | 1.39% |
| ADVANTEST CORPAdvantest Corp. | 2.64% | 1.34% | 1.34% |
| HITACHI LTDHitachi Ltd. | 2.72% | 1.34% | 1.34% |
| SONYSony Group Corp. | 2.56% | 1.26% | 1.26% |
| RECRUIT HOLDINGS CO.,LTD.Recruit Holdings Co. Ltd. | 2.03% | 0.97% | 0.97% |
| KEYENCE CORPORATIONKeyence Corp. | 1.73% | 0.88% | 0.88% |
| FAST RETAILING CO., LTD.Fast Retailing Co. Ltd. | 1.70% | 0.87% | 0.87% |
| NODKNissan Motor Co. Ltd. | 3.55% | 0.84% | 0.84% |
| KIOXIA HOLDINGS CORPORATIONKioxia Holdings Corp. | 1.72% | 0.81% | 0.81% |
| MITSUBISHI HEAVY INDUSTRIES LTDMitsubishi Heavy Industries Ltd. | 1.44% | 0.69% | 0.69% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in BBJP
Only in EFG
Questions people ask
Is BBJP the same as EFG?
22.4% of their weight sits in the same 76 holdings. BBJP also reports MUFG, TM, SUMITOMO MITSUI FINANCIAL GROUP, INC., which the other does not. EFG also reports ASML, AZN, COMMONWEALTH BANK OF AUSTRALIA, which the other does not.
How is the overlap between BBJP and EFG 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 98% of EFG, so the number cannot exceed the smaller coverage.
Which holds more, EFG or BBJP?
BBJP reports 155 stock positions and EFG reports 340. 41.7% of BBJP's weight sits in names EFG does not hold, and 75.7% of EFG's weight in names BBJP does not hold. The ten largest positions are 32.3% of BBJP and 21.1% of EFG.
How do BBJP and EFG differ by sector?
The widest gap is Financial Services: BBJP has 11.6 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.
Other pairs with these funds
BBJP against other funds in the table
Add a third fund in the tool·All fund pairs
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.