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

BBJP and EFV share 11.9% of their weight across 27 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 EFV

11.9%

27 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

EFV

iShares MSCI EAFE Value ETF

Reported positions cover 98% of the fund, 382 positions · Apr 30, 2026

Top 10: 20.8%·Holdings of EFV

Reported positions cover BBJP 99%, EFV 98% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

EFV vs BBJP side by side

BBJPJPMorgan BetaBuilders Japan ETF

165

stock positions reported to the SEC

63.9% of its weight is in 138 names EFV does not hold

EFViShares MSCI EAFE Value ETF

382

stock positions reported to the SEC

86.1% of its weight is in 355 names BBJP does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
17.0%
13.8%
Energy
0.0%
6.2%
Consumer Cyclical
4.9%
2.0%
Basic Materials
0.0%
3.9%
Healthcare
1.0%
2.7%
Technology
2.5%
0.0%

The widest gap is Energy: EFV has 6.2 points more of it.

The figures side by side

BBJPEFV
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported165382
Weight of the ten largest32.5%20.8%
Largest positionMUFG 6.2%HSBC 2.8%
Held alone138 positions, 63.9%355 positions, 86.1%
Covered by stock positions99%98%

Holdings they share

StockIn BBJPIn EFVCounted
MUFGMitsubishi Corp.6.18%2.67%2.67%
SMFGSumitomo Mitsui Trust Group, Inc.3.92%1.66%1.66%
TMToyota Motor Corp.4.24%1.59%1.59%
MFGMizuho Financial Group, Inc.2.04%0.94%0.94%
TAKTakeda Pharmaceutical Co. Ltd.1.01%0.47%0.47%
NODKNissan Motor Co. Ltd.3.60%0.46%0.46%
SOFTBANK GROUP CORP.2.47%0.39%0.39%
SONYSony Group Corp.2.30%0.38%0.38%
KOMATSU LTD.0.74%0.36%0.36%
SOFTBANK CORP.0.77%0.35%0.35%

What each holds alone

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

Only in BBJP

HITACHI LTD.2.76%
TOKYO ELECTRON LTD.2.51%
ADVANTEST CORP.2.48%
MITSUBISHI HEAVY INDUSTRIES LTD.1.93%
MITSUI & CO. LTD.1.86%
FAST RETAILING CO. LTD.1.67%
ITOCHU CORP.1.67%
KEYENCE CORP.1.66%
SHIN-ETSU CHEMICAL CO. LTD.1.66%
MITSUBISHI ELECTRIC CORP.1.58%

Only in EFV

HSBCHSBC HOLDINGS PLC2.77%
ROCHE HOLDING AG2.57%
NESTLE S.A.2.29%
SHELSHELL PLC2.27%
BHPBHP GROUP LIMITED1.76%
TTETOTALENERGIES SE1.62%
SANBanco Santander, S.A.1.57%
ALLIANZ SE1.52%
RIORIO TINTO LIMITED1.40%
IBERDROLA, S.A.1.32%

Questions people ask

Is BBJP the same as EFV?

11.9% of their weight sits in the same 27 holdings. BBJP also reports HITACHI LTD., TOKYO ELECTRON LTD., ADVANTEST CORP., which the other does not. EFV also reports HSBC, ROCHE HOLDING AG, NESTLE S.A., which the other does not.

How is the overlap between BBJP and EFV 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 EFV, so the number cannot exceed the smaller coverage.

Which holds more, EFV or BBJP?

BBJP reports 165 stock positions and EFV reports 382. 63.9% of BBJP's weight sits in names EFV does not hold, and 86.1% of EFV's weight in names BBJP does not hold. The ten largest positions are 32.5% of BBJP and 20.8% of EFV.

How do BBJP and EFV differ by sector?

The widest gap is Energy: EFV has 6.2 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.

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.