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

BBJP and VPL share 43.8% of their weight across 152 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

43.8%

152 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

VPL

VANGUARD PACIFIC STOCK INDEX FUND

Reported positions cover 99% of the fund, 2,168 positions · Jul 31, 2026

Top 10: 25.7%·Holdings of VPL

Reported positions cover BBJP 99%, VPL 99% 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

155

stock positions reported to the SEC

0.8% of its weight is in 3 names VPL does not hold

VPLVANGUARD PACIFIC STOCK INDEX FUND

2,168

stock positions reported to the SEC

54.7% of its weight is in 2,016 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
14.0%
7.9%
Technology
2.7%
8.4%
Consumer Cyclical
7.3%
3.3%
Basic Materials
0.0%
2.5%
Healthcare
1.0%
0.5%
Industrials
0.2%
0.0%

The widest gap is Financial Services: BBJP has 6.1 points more of it.

The figures side by side

BBJPVPL
Filing dateJul 31, 2026Jul 31, 2026
Stock positions reported1552,168
Weight of the ten largest32.3%25.7%
Largest positionMUFG 6.7%SAMSUNG ELECTRONICS CO., LTD. 6.6%
Held alone3 positions, 0.8%2,016 positions, 54.7%
Covered by stock positions99%99%

Holdings they share

StockIn BBJPIn VPLCounted
MUFGMitsubishi Corp.6.67%2.78%2.78%
NODKNissan Motor Co. Ltd.3.55%2.05%2.05%
TMToyota Motor Corp.3.99%1.66%1.66%
SUGPSuntory Beverage & Food Ltd.2.05%1.49%1.49%
SUMITOMO MITSUI FINANCIAL GROUP, INC.3.02%1.28%1.28%
TOKYO ELECTRON LIMITEDTokyo Electron Ltd.2.72%1.21%1.21%
HITACHI LTDHitachi Ltd.2.72%1.19%1.19%
ADVANTEST CORPAdvantest Corp.2.64%1.18%1.18%
SONYSony Group Corp.2.56%1.14%1.14%
MFGMizuho Financial Group, Inc.2.35%1.01%1.01%

What each holds alone

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

Only in BBJP

ORIENTAL LAND CO., LTD.Oriental Land Co. Ltd.0.42%
CONCORDIA FINANCIAL GROUP LTD.0.23%
TOHO CO., LTD.Toho Co. Ltd.0.10%

Only in VPL

SAMSUNG ELECTRONICS CO., LTD.Samsung Electronics Co Ltd6.61%
SKHYSK hynix Inc5.18%
BHPBHP Group Ltd1.77%
COMMONWEALTH BANK OF AUSTRALIA1.72%
DBS GROUP HOLDINGS LTD0.96%
AIAIAIA Group Ltd0.87%
WESTPAC BANKING CORPORATIONWestpac Banking Corp0.75%
NATIONAL AUSTRALIA BANK LIMITEDNational Australia Bank Ltd0.73%
ANZ GROUP HOLDINGS LIMITEDANZ Group Holdings Ltd0.65%
OVERSEA-CHINESE BANKING CORPORATION LIMITEDOversea-Chinese Banking Corp Ltd0.60%

Questions people ask

Is BBJP the same as VPL?

43.8% of their weight sits in the same 152 holdings. BBJP also reports ORIENTAL LAND CO., LTD., CONCORDIA FINANCIAL GROUP LTD., TOHO CO., LTD., which the other does not. VPL also reports SAMSUNG ELECTRONICS CO., LTD., SKHY, BHP, 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 99% of VPL, so the number cannot exceed the smaller coverage.

Which holds more, VPL or BBJP?

BBJP reports 155 stock positions and VPL reports 2,168. 0.8% of BBJP's weight sits in names VPL does not hold, and 54.7% of VPL's weight in names BBJP does not hold. The ten largest positions are 32.3% of BBJP and 25.7% of VPL.

How do BBJP and VPL differ by sector?

The widest gap is Financial Services: BBJP has 6.1 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.