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

BBJP and FLJP share 80.3% of their weight across 149 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

80.3%

149 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

FLJP

Franklin FTSE Japan ETF

Reported positions cover 100% of the fund, 427 positions · Jun 30, 2026

Top 10: 28.4%·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

155

stock positions reported to the SEC

1.8% of its weight is in 6 names FLJP does not hold

FLJPFranklin FTSE Japan ETF

427

stock positions reported to the SEC

15.5% of its weight is in 278 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
14.0%
11.0%
Consumer Cyclical
7.3%
5.6%
Technology
2.7%
3.2%
Healthcare
1.0%
0.8%
Industrials
0.2%
0.1%

The widest gap is Financial Services: BBJP has 3.0 points more of it.

The figures side by side

BBJPFLJP
Filing dateJul 31, 2026Jun 30, 2026
Stock positions reported155427
Weight of the ten largest32.3%28.4%
Largest positionMUFG 6.7%MUFG 4.8%
Held alone6 positions, 1.8%278 positions, 15.5%
Covered by stock positions99%100%

Holdings they share

StockIn BBJPIn FLJPCounted
MUFGMitsubishi Corp.6.67%4.83%4.83%
NODKNissan Motor Co. Ltd.3.55%3.17%3.17%
TMToyota Motor Corp.3.99%2.89%2.89%
TOKYO ELECTRON LIMITEDTokyo Electron Ltd.2.72%3.37%2.72%
ADVANTEST CORPAdvantest Corp.2.64%2.33%2.33%
SUMITOMO MITSUI FINANCIAL GROUP, INC.3.02%2.27%2.27%
SOFTBANK GROUP CORPSoftBank Group Corp.2.09%2.23%2.09%
SUGPSuntory Beverage & Food Ltd.2.05%2.37%2.05%
HITACHI LTDHitachi Ltd.2.72%1.96%1.96%
SONYSony Group Corp.2.56%1.92%1.92%

What each holds alone

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

Only in BBJP

AJINOMOTO CO., INC.0.54%
SMC CORPORATIONSMC Corp.0.45%
CONCORDIA FINANCIAL GROUP LTD.0.23%
OSAKA GAS CO., LTD.Osaka Gas Co. Ltd.0.23%
MITSUI O.S.K. LINES, LTD.Mitsui OSK Lines Ltd.0.22%
TOHO CO., LTD.Toho Co. Ltd.0.10%

Only in FLJP

AJINOMOTO (JAPAN) COMPANY INC0.55%
NTT INC0.39%
SMC CORP (JP)0.39%
KOKUSAI ELECTRIC CORP0.25%
TAIYO YUDEN CO LTD0.25%
NGK CORP0.20%
OSAKA GAS CO LTD (OSAKA GAS KABUSHIKI KAISHA)0.18%
YOKOHAMA FINANCIAL GROUP, INC.YOKOHAMA FINANCIAL GROUP INC0.18%
ROHM CO LTDROHM COMPANY LTD0.17%
RYOHIN KEIKAKU CO., LTD.RYOHIN KEIKAKU COMPANY LTD0.17%

Questions people ask

Is BBJP the same as FLJP?

80.3% of their weight sits in the same 149 holdings. BBJP also reports AJINOMOTO CO., INC., SMC CORPORATION, CONCORDIA FINANCIAL GROUP LTD., which the other does not. FLJP also reports AJINOMOTO (JAPAN) COMPANY INC, NTT INC, SMC CORP (JP), 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 155 stock positions and FLJP reports 427. 1.8% of BBJP's weight sits in names FLJP does not hold, and 15.5% of FLJP's weight in names BBJP does not hold. The ten largest positions are 32.3% of BBJP and 28.4% of FLJP.

How do BBJP and FLJP differ by sector?

The widest gap is Financial Services: BBJP has 3.0 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.