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

BBJP and VPL share 11.2% 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 VPL

11.2%

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

VPL

VANGUARD PACIFIC STOCK INDEX FUND

Reported positions cover 97% of the fund, 1,355 positions · Apr 30, 2026

Top 10: 23.7%·Holdings of VPL

Reported positions cover BBJP 99%, VPL 97% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VPL 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 VPL does not hold

VPLVANGUARD PACIFIC STOCK INDEX FUND

1,355

stock positions reported to the SEC

85.8% of its weight is in 1,342 names BBJP does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
17.0%
9.0%
Technology
2.5%
6.6%
Consumer Cyclical
4.9%
2.1%
Basic Materials
0.0%
2.4%
Healthcare
1.0%
0.5%

The widest gap is Financial Services: BBJP has 7.9 points more of it.

The figures side by side

BBJPVPL
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported1651,355
Weight of the ten largest32.5%23.7%
Largest positionMUFG 6.2%SAMSUNG ELECTRONICS CO LTD 6.0%
Held alone152 positions, 73.6%1,342 positions, 85.8%
Covered by stock positions99%97%

Holdings they share

StockIn BBJPIn VPLCounted
MUFGMitsubishi Corp.6.18%2.56%2.56%
NODKNissan Motor Co. Ltd.3.60%2.06%2.06%
TMToyota Motor Corp.4.24%1.73%1.73%
SMFGSumitomo Mitsui Trust Group, Inc.3.92%1.59%1.59%
SONYSony Group Corp.2.30%1.02%1.02%
MFGMizuho Financial Group, Inc.2.04%0.87%0.87%
TAKTakeda Pharmaceutical Co. Ltd.1.01%0.45%0.45%
IXORIX Corp.0.72%0.32%0.32%
HMCHonda Motor Co. Ltd.0.61%0.26%0.26%
NMRNomura Holdings, Inc.0.45%0.20%0.20%

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 VPL

SAMSUNG ELECTRONICS CO LTD6.00%
SKHYSK hynix Inc4.08%
COMMONWEALTH BANK OF AUSTRALIA1.78%
BHPBHP Group Ltd1.64%
HITACHI LTD1.16%
ADVANTEST CORP1.14%
SOFTBANK GROUP CORP1.13%
TOKYO ELECTRON LTD1.10%
AIAIAIA Group Ltd0.98%
MITSUBISHI HEAVY INDUSTRIES LTD0.81%

Questions people ask

Is BBJP the same as VPL?

11.2% of their weight sits in the same 13 holdings. BBJP also reports HITACHI LTD., TOKYO ELECTRON LTD., ADVANTEST CORP., which the other does not. VPL also reports SAMSUNG ELECTRONICS CO LTD, SKHY, COMMONWEALTH BANK OF AUSTRALIA, which the other does not.

How is the overlap between BBJP and VPL 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 97% of VPL, so the number cannot exceed the smaller coverage.

Which holds more, VPL or BBJP?

BBJP reports 165 stock positions and VPL reports 1,355. 73.6% of BBJP's weight sits in names VPL does not hold, and 85.8% of VPL's weight in names BBJP does not hold. The ten largest positions are 32.5% of BBJP and 23.7% of VPL.

How do BBJP and VPL differ by sector?

The widest gap is Financial Services: BBJP has 7.9 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.

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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.