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

BBJP and EWJ share 34.6% of their weight across 34 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 EWJ

34.6%

34 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

EWJ

iShares MSCI Japan ETF

Reported positions cover 99% of the fund, 166 positions · May 31, 2026

Top 10: 32.1%·Holdings of EWJ

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

EWJ vs BBJP side by side

BBJPJPMorgan BetaBuilders Japan ETF

165

stock positions reported to the SEC

61.6% of its weight is in 131 names EWJ does not hold

EWJiShares MSCI Japan ETF

166

stock positions reported to the SEC

62.9% of its weight is in 132 names BBJP does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
17.0%
16.1%
Consumer Cyclical
4.9%
4.1%
Technology
2.5%
2.7%
Healthcare
1.0%
1.0%

No sector differs by more than a point between the two.

The figures side by side

BBJPEWJ
Filing dateApr 30, 2026May 31, 2026
Stock positions reported165166
Weight of the ten largest32.5%32.1%
Largest positionMUFG 6.2%MUFG 6.0%
Held alone131 positions, 61.6%132 positions, 62.9%
Covered by stock positions99%99%

Holdings they share

StockIn BBJPIn EWJCounted
MUFGMitsubishi Corp.6.18%6.00%6.00%
SMFGSumitomo Mitsui Trust Group, Inc.3.92%3.90%3.90%
TMToyota Motor Corp.4.24%3.43%3.43%
NODKNissan Motor Co. Ltd.3.60%2.67%2.67%
SOFTBANK GROUP CORP.2.47%3.34%2.47%
SONYSony Group Corp.2.30%2.54%2.30%
MFGMizuho Financial Group, Inc.2.04%2.14%2.04%
TOKIO MARINE HOLDINGS, INC.1.69%1.56%1.56%
TAKTakeda Pharmaceutical Co. Ltd.1.01%0.97%0.97%
FUJIKURA LTD.1.15%0.86%0.86%

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 EWJ

TOKYO ELECTRON LIMITED2.87%
HITACHI, LTD.2.84%
ADVANTEST CORPORATION2.39%
MURATA MANUFACTURING CO., LTD.2.01%
FAST RETAILING CO., LTD.1.89%
KEYENCE CORPORATION1.87%
RECRUIT HOLDINGS CO.,LTD.1.80%
MITSUI & CO., LTD.1.57%
SHIN-ETSU CHEMICAL CO., LTD.1.57%
KIOXIA HOLDINGS CORPORATION1.49%

Questions people ask

Is BBJP the same as EWJ?

34.6% of their weight sits in the same 34 holdings. BBJP also reports HITACHI LTD., TOKYO ELECTRON LTD., ADVANTEST CORP., which the other does not. EWJ also reports TOKYO ELECTRON LIMITED, HITACHI, LTD., ADVANTEST CORPORATION, which the other does not.

How is the overlap between BBJP and EWJ 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 99% of EWJ, so the number cannot exceed the smaller coverage.

Which holds more, EWJ or BBJP?

BBJP reports 165 stock positions and EWJ reports 166. 61.6% of BBJP's weight sits in names EWJ does not hold, and 62.9% of EWJ's weight in names BBJP does not hold. The ten largest positions are 32.5% of BBJP and 32.1% of EWJ.

How do BBJP and EWJ differ by sector?

No sector differs by more than a point between the two. 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.