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

EWJ and VPL share 44.0% of their weight across 150 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.

EWJ and VPL

44.0%

150 shared positions

EWJ

iShares MSCI Japan ETF

Reported positions cover 100% of the fund, 153 positions · Aug 31, 2026

Top 10: 32.6%·Holdings of EWJ

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 EWJ 100%, 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 EWJ side by side

EWJiShares MSCI Japan ETF

153

stock positions reported to the SEC

0.6% of its weight is in 3 names VPL does not hold

VPLVANGUARD PACIFIC STOCK INDEX FUND

2,168

stock positions reported to the SEC

54.5% of its weight is in 2,018 names EWJ does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
13.1%
7.9%
Technology
2.5%
8.4%
Consumer Cyclical
7.0%
3.3%
Basic Materials
0.0%
2.5%
Healthcare
1.1%
0.5%
Industrials
0.1%
0.0%

The widest gap is Technology: VPL has 5.9 points more of it.

The figures side by side

EWJVPL
Filing dateAug 31, 2026Jul 31, 2026
Stock positions reported1532,168
Weight of the ten largest32.6%25.7%
Largest positionMUFG 6.3%SAMSUNG ELECTRONICS CO., LTD. 6.6%
Held alone3 positions, 0.6%2,018 positions, 54.5%
Covered by stock positions100%99%

Holdings they share

StockIn EWJIn VPLCounted
MUFGMitsubishi Corporation6.34%2.78%2.78%
NODKNISSAN MOTOR CO., LTD.3.01%2.05%2.05%
TMTOYOTA MOTOR CORPORATION3.53%1.66%1.66%
SUGPSuntory Beverage & Food Limited1.94%1.49%1.49%
SUMITOMO MITSUI FINANCIAL GROUP, INC.2.96%1.28%1.28%
TOKYO ELECTRON LIMITED2.98%1.21%1.21%
HITACHI LTDHitachi, Ltd.2.85%1.19%1.19%
ADVANTEST CORPADVANTEST CORPORATION2.91%1.18%1.18%
SONYSony Group Corporation2.74%1.14%1.14%
MFGMizuho Financial Group, Inc.2.39%1.01%1.01%

What each holds alone

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

Only in EWJ

ORIENTAL LAND CO., LTD.0.39%
MINEBEAMITSUMI INC.0.13%
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 EWJ the same as VPL?

44.0% of their weight sits in the same 150 holdings. EWJ also reports ORIENTAL LAND CO., LTD., MINEBEAMITSUMI INC., 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 EWJ 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 100% of EWJ and 99% of VPL, so the number cannot exceed the smaller coverage.

Which holds more, VPL or EWJ?

EWJ reports 153 stock positions and VPL reports 2,168. 0.6% of EWJ's weight sits in names VPL does not hold, and 54.5% of VPL's weight in names EWJ does not hold. The ten largest positions are 32.6% of EWJ and 25.7% of VPL.

How do EWJ and VPL differ by sector?

The widest gap is Technology: VPL has 5.9 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.

Other pairs with these funds

EWJ 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.