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

BBJP and FLJP share 20.6% of their weight across 13 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 FLJP

20.6%

13 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

FLJP

Franklin FTSE Japan ETF

Reported positions cover 100% of the fund, 445 positions · Jun 30, 2026

Top 10: 29.0%·Holdings of FLJP

Reported positions cover BBJP 99%, FLJP 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

FLJP vs BBJP side by side

BBJPJPMorgan BetaBuilders Japan ETF

165

stock positions reported to the SEC

73.6% of its weight is in 152 names FLJP does not hold

FLJPFranklin FTSE Japan ETF

445

stock positions reported to the SEC

79.1% of its weight is in 432 names BBJP does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
17.0%
14.3%
Consumer Cyclical
4.9%
3.5%
Technology
2.5%
2.3%
Healthcare
1.0%
0.8%
Consumer Defensive
0.0%
0.1%

The widest gap is Financial Services: BBJP has 2.7 points more of it.

The figures side by side

BBJPFLJP
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported165445
Weight of the ten largest32.5%29.0%
Largest positionMUFG 6.2%MUFG 4.8%
Held alone152 positions, 73.6%432 positions, 79.1%
Covered by stock positions99%100%

Holdings they share

StockIn BBJPIn FLJPCounted
MUFGMitsubishi Corp.6.18%4.83%4.83%
SMFGSumitomo Mitsui Trust Group, Inc.3.92%3.28%3.28%
NODKNissan Motor Co. Ltd.3.60%3.17%3.17%
TMToyota Motor Corp.4.24%2.89%2.89%
SONYSony Group Corp.2.30%1.92%1.92%
MFGMizuho Financial Group, Inc.2.04%1.81%1.81%
TAKTakeda Pharmaceutical Co. Ltd.1.01%0.80%0.80%
IXORIX Corp.0.72%0.67%0.67%
HMCHonda Motor Co. Ltd.0.61%0.55%0.55%
NMRNomura Holdings, Inc.0.45%0.40%0.40%

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%
SOFTBANK GROUP CORP.2.47%
MITSUBISHI HEAVY INDUSTRIES LTD.1.93%
MITSUI & CO. LTD.1.86%
TOKIO MARINE HOLDINGS, INC.1.69%
FAST RETAILING CO. LTD.1.67%
ITOCHU CORP.1.67%
KEYENCE CORP.1.66%

Only in FLJP

TOKYO ELECTRON LTD3.37%
KIOXIA HOLDINGS CORP2.99%
ADVANTEST CORP2.33%
SOFTBANK GROUP CORP2.23%
MURATA MANUFACTURING COMPANY LTD1.97%
HITACHI LTD1.96%
KEYENCE CORP1.51%
FAST RETAILING COMPANY LTD1.50%
RECRUIT HOLDINGS CO LTD1.50%
TOKIO MARINE HOLDINGS INC1.35%

Questions people ask

Is BBJP the same as FLJP?

20.6% of their weight sits in the same 13 holdings. BBJP also reports HITACHI LTD., TOKYO ELECTRON LTD., ADVANTEST CORP., which the other does not. FLJP also reports TOKYO ELECTRON LTD, KIOXIA HOLDINGS CORP, ADVANTEST CORP, which the other does not.

How is the overlap between BBJP and FLJP 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 100% of FLJP, so the number cannot exceed the smaller coverage.

Which holds more, FLJP or BBJP?

BBJP reports 165 stock positions and FLJP reports 445. 73.6% of BBJP's weight sits in names FLJP does not hold, and 79.1% of FLJP's weight in names BBJP does not hold. The ten largest positions are 32.5% of BBJP and 29.0% of FLJP.

How do BBJP and FLJP differ by sector?

The widest gap is Financial Services: BBJP has 2.7 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.