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

FLJP and FNDF share 18.3% of their weight across 185 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.

FLJP and FNDF

18.3%

185 shared positions

FLJP

Franklin FTSE Japan ETF

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

Top 10: 29.0%·Holdings of FLJP

FNDF

Schwab Fundamental International Equity ETF

Reported positions cover 98% of the fund, 835 positions · May 31, 2026

Top 10: 17.5%·Holdings of FNDF

Reported positions cover FLJP 100%, FNDF 98% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

FNDF vs FLJP side by side

FLJPFranklin FTSE Japan ETF

445

stock positions reported to the SEC

25.4% of its weight is in 260 names FNDF does not hold

FNDFSchwab Fundamental International Equity ETF

835

stock positions reported to the SEC

79.1% of its weight is in 650 names FLJP does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
14.3%
8.3%
Energy
0.0%
7.1%
Basic Materials
0.0%
4.2%
Technology
2.3%
3.6%
Consumer Cyclical
3.5%
0.0%
Healthcare
0.8%
3.0%

The widest gap is Energy: FNDF has 7.1 points more of it.

The figures side by side

FLJPFNDF
Filing dateJun 30, 2026May 31, 2026
Stock positions reported445835
Weight of the ten largest29.0%17.5%
Largest positionMUFG 4.8%SAMSUNG ELECTRONICS CO LTD 5.5%
Held alone260 positions, 25.4%650 positions, 79.1%
Covered by stock positions100%98%

Holdings they share

StockIn FLJPIn FNDFCounted
NODKNIPPON TELEVISION HOLDINGS INC3.17%1.03%1.03%
MUFGMITSUBISHI CORP4.83%0.94%0.94%
TMTOYOTA MOTOR CORP2.89%0.89%0.89%
SMFGSUMITOMO MITSUI TRUST GROUP INC3.28%0.64%0.64%
PANASONIC HOLDINGS CORP1.03%0.50%0.50%
HMCHONDA MOTOR CO LTD0.55%0.42%0.42%
SOFTBANK GROUP CORP2.23%0.41%0.41%
HITACHI LTD1.96%0.40%0.40%
ITOCHU CORP1.16%0.37%0.37%
SUMITOMO ELECTRIC INDUSTRIES LTD0.88%0.35%0.35%

What each holds alone

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

Only in FLJP

MURATA MANUFACTURING COMPANY LTD1.97%
FAST RETAILING COMPANY LTD1.50%
SHIN-ETSU CHEMICAL COMPANY LTD1.27%
MITSUI & CO. LTD1.10%
IBIDEN CO LTD0.59%
AJINOMOTO (JAPAN) COMPANY INC0.55%
MS & AD INSURANCE GROUP HOLDINGS INC0.51%
OTSUKA HOLDINGS COMPANY LTD0.48%
DAIICHI SANKYO COMPANY LTD0.46%
LASERTEC CORP0.39%

Only in FNDF

SAMSUNG ELECTRONICS CO LTD5.52%
SHELShell PLC2.19%
TTETotalEnergies SE1.69%
SKHYSK hynix Inc1.37%
BHPBHP Group Ltd1.22%
GLENCORE PLC1.22%
RIORio Tinto Ltd1.13%
BPBP PLC1.08%
HSBCHSBC Holdings PLC1.00%
ROCHE HOLDING AG0.86%

Questions people ask

Is FLJP the same as FNDF?

18.3% of their weight sits in the same 185 holdings. FLJP also reports MURATA MANUFACTURING COMPANY LTD, FAST RETAILING COMPANY LTD, SHIN-ETSU CHEMICAL COMPANY LTD, which the other does not. FNDF also reports SAMSUNG ELECTRONICS CO LTD, SHEL, TTE, which the other does not.

How is the overlap between FLJP and FNDF 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 FLJP and 98% of FNDF, so the number cannot exceed the smaller coverage.

Which holds more, FNDF or FLJP?

FLJP reports 445 stock positions and FNDF reports 835. 25.4% of FLJP's weight sits in names FNDF does not hold, and 79.1% of FNDF's weight in names FLJP does not hold. The ten largest positions are 29.0% of FLJP and 17.5% of FNDF.

How do FLJP and FNDF differ by sector?

The widest gap is Energy: FNDF has 7.1 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.

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.