FLJP vs SPDW overlap - what they share and where they differ
FLJP and SPDW share 17.3% of their weight across 297 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 SPDW
17.3%
297 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
SPDW
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
Reported positions cover 98% of the fund, 1,615 positions · Jun 30, 2026
Top 10: 14.5%·Holdings of SPDW
Reported positions cover FLJP 100%, SPDW 98% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
SPDW vs FLJP side by side
FLJPFranklin FTSE Japan ETF
445
stock positions reported to the SEC
17.2% of its weight is in 148 names SPDW does not hold
SPDWState Street(R) SPDR(R) Portfolio Developed World ex-US ETF
1,615
stock positions reported to the SEC
80.4% of its weight is in 1,318 names FLJP does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: SPDW has 5.6 points more of it.
The figures side by side
| FLJP | SPDW | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 445 | 1,615 |
| Weight of the ten largest | 29.0% | 14.5% |
| Largest position | MUFG 4.8% | SAMSUNG ELECTRONICS CO LTD 3.1% |
| Held alone | 148 positions, 17.2% | 1,318 positions, 80.4% |
| Covered by stock positions | 100% | 98% |
Holdings they share
| Stock | In FLJP | In SPDW | Counted |
|---|---|---|---|
| MUFGMITSUBISHI CORP | 4.83% | 1.04% | 1.04% |
| NODKNIPPON TELEVISION HOLDINGS INC | 3.17% | 0.75% | 0.75% |
| SMFGSUMITOMO MITSUI TRUST GROUP INC | 3.28% | 0.68% | 0.68% |
| TOKYO ELECTRON LTD | 3.37% | 0.67% | 0.67% |
| TMTOYOTA MOTOR CORP | 2.89% | 0.61% | 0.61% |
| ADVANTEST CORP | 2.33% | 0.46% | 0.46% |
| SOFTBANK GROUP CORP | 2.23% | 0.44% | 0.44% |
| HITACHI LTD | 1.96% | 0.38% | 0.38% |
| SONYSONY GROUP CORP | 1.92% | 0.38% | 0.38% |
| MFGMIZUHO FINANCIAL GROUP INC | 1.81% | 0.35% | 0.35% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in FLJP
Only in SPDW
Questions people ask
Is FLJP the same as SPDW?
17.3% of their weight sits in the same 297 holdings. FLJP also reports MURATA MANUFACTURING COMPANY LTD, FAST RETAILING COMPANY LTD, SHIN-ETSU CHEMICAL COMPANY LTD, which the other does not. SPDW also reports SAMSUNG ELECTRONICS CO LTD, SKHY, ASML, which the other does not.
How is the overlap between FLJP and SPDW 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 SPDW, so the number cannot exceed the smaller coverage.
Which holds more, SPDW or FLJP?
FLJP reports 445 stock positions and SPDW reports 1,615. 17.2% of FLJP's weight sits in names SPDW does not hold, and 80.4% of SPDW's weight in names FLJP does not hold. The ten largest positions are 29.0% of FLJP and 14.5% of SPDW.
How do FLJP and SPDW differ by sector?
The widest gap is Technology: SPDW has 5.6 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
SPDW 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.