Data as of Oct 27, 2026.

Theme · 3 funds

Photonics and optics ETFs

See every photonics and optics ETF by what it holds, not by its name. Funds that hold the makers of lasers, optical components, fibre networking gear and LiDAR sensors. 3 funds, largest first. Updated Oct 27, 2026. The typical fund carries 19% of its weight in S&P 500 stocks, the 38th most of the 53 themes with holdings on file.

The short answers
How many there are
3
US listed photonics and optics ETFs, as of Oct 27, 2026.
The largest
Tema Photonics & Optical ETF, $187m.
The cheapest
Roundhill Photonics & Optics ETF, 0.65% a year.
Least like the S&P 500
Tuttle Capital Pure Play Photonics ETF, 14.2% of its weight in S&P 500 companies.
The two funds
14% of their weight in the same names.

What these funds actually own

Between them the 2 funds' ten largest holdings name 20 companies, of which 0 appear in more than one.
More

LUMENTUM HOLDINGS INC is among the ten largest of 1 of them.

CompanyIn the top ten ofAvg weightLargest, and where
LUMENTUM HOLDINGS INC LITE1 of 220.2%20.2% in LAZR
AXT INC AXTI1 of 210.5%10.5% in LAZR
ANTHROPIC SPV EXPOSURE 1 of 29.7%9.7% in LAZR
AIXTRON SE AIXA1 of 27.7%7.7% in LAZR
IPG PHOTONICS CORPORATION 1 of 26.4%6.4% in FOTO
LANDMARK OPTOELECTRONICS CORP 1 of 26.0%6.0% in LAZR
LUMENTUM HOLDINGS INC. 1 of 25.9%5.9% in FOTO
APPLIED OPTOELECTRONICS INC AAOI1 of 24.6%4.6% in LAZR
CIENA CORPORATION 1 of 24.6%4.6% in FOTO
nLIGHT Inc 1 of 23.8%3.8% in FOTO
Coherent Corp. 1 of 23.8%3.8% in FOTO
TOWER SEMICONDUCTOR LTD TSEM1 of 23.7%3.7% in LAZR
APPLIED OPTOELECTRONICS, INC. 1 of 23.6%3.6% in FOTO
FURUKAWA ELECTRIC CO LTD 1 of 23.5%3.5% in LAZR
SEMTECH CORP SMTC1 of 23.5%3.5% in LAZR

Photonics and optics ETFs, the companies their ten largest holdings name. The 15 most widely held of 20. Source: each fund's latest SEC filing or its issuer’s own daily holdings file, read by ETFIQ.

How this is counted

Each row counts the ten largest holdings of each fund, so a fund missing from a row may still hold that company lower down. Weights are of the funds that name it, not of the theme.

Share already in the S&P 500
LAZR
24.4%
FOTO
14.2%

Share of each fund's weight in S&P 500 companies. Above half, the fund is mostly the S&P 500.

The 3 largest photonics and optics ETFs

ETFIQ covers 3 photonics and optics ETFs. The largest are LAZR ($187m), FOTO ($167m) and LYTE ($163m); fees run 0.65% to 0.75%, as of .

  1. 1LAZR$187m0.75%Tema Photonics & Optical ETF
  2. 2FOTO$167m0.75%Tuttle Capital Pure Play Photonics ETF
  3. 3LYTE$163m0.65%Roundhill Photonics & Optics ETF

Every photonics and optics ETF, largest first

Click a column to sort
Net assets
Photonics and optics ETFs
TickerFundIssuerNet assets ↓In the S&P 500Active shareTotal return 1Yvs its benchmark 1YFee
LAZRTema Photonics & Optical ETFTema$187m24.4%99.7%first traded 119 days ago·0.75%
FOTOTuttle Capital Pure Play Photonics ETFTuttle$167m14.2%99.7%first traded 151 days ago·0.75%
LYTERoundhill Photonics & Optics ETFRoundhill$163mnot yet filednot yet filedfirst traded 82 days ago·0.65%
Photonics and optics ETFs, as of Oct 27, 2026. Source: ETFIQ.LAZRFOTOLYTE

How much of each pair is the same fund

The two funds hold 14% of their weight in the same names. The grid is the 2 largest of 3 funds.

Photonics and optics ETFs, the share of each pair’s weight held in the same companies. Source: each fund’s own filed or daily holdings, read by ETFIQ.

How to read the grid

Read across or down; the number is the same either way. Weight overlap adds the smaller of the two weights for every company both funds hold. Funds with a cut-short book are left out, not compared short.

What each fund holds alone

FundLargest holding only it hasWeightAll its own names
LAZRAXT INC AXTI10.5%
70.8%
FOTOIPG PHOTONICS CORPORATION6.4%
24.6%

Photonics and optics ETFs, the largest holding no other fund in the grid holds. Source: ETFIQ.

Questions people ask

How many photonics and optics ETFs are there?
ETFIQ covers 3 US listed photonics and optics ETFs as of Oct 27, 2026. That is every one it can measure from the fund’s own published holdings.
What is the largest photonics and optics ETF?
LAZR, Tema Photonics & Optical ETF, at $187m in net assets as of Oct 26, 2026, the largest of the 3 photonics and optics ETFs with a published size.
What is the cheapest photonics and optics ETF?
LYTE, Roundhill Photonics & Optics ETF, at 0.65% a year by its prospectus filed Aug 3, 2026, the lowest fee of the 3 photonics and optics ETFs that publish one.
What do photonics and optics ETFs hold?
Funds that hold the makers of lasers, optical components, fibre networking gear and LiDAR sensors. Between them the 2 photonics and optics ETFs ETFIQ can read name 20 companies in their ten largest holdings, by holdings dated Jun 30, 2026 to Oct 26, 2026, most widely LUMENTUM HOLDINGS INC, which is among the ten largest of 1 of them.
Do photonics and optics ETFs hold the same companies?
FOTO and LAZR, the two photonics and optics ETFs with a full published book, hold 14% of their weight in the same names, by holdings dated Jun 30, 2026 to Oct 26, 2026.

What the issuers say about this theme

About these links

The issuers behind these photonics and optics funds publish their own work on this theme. These are their pages and words, not ETFIQ’s. A fund company writing about a theme it sells is making a case.

Issuer material on this theme. Links leave ETFIQ. Source: each issuer’s own site.

Where to next
Sources and dates
Fund holdings from SEC Form N-PORT and from the issuers’ own daily filessec.gov ↗
SEC EDGAR, full-text search of fund filingsefts.sec.gov ↗
SEC Form N-PORT, what a fund filed it holdssec.gov ↗
Rule 19a-1, what a distribution notice must sayecfr.gov ↗

Links are sources, not endorsements. Standards and sources →

Cite this pageCitation, APA and Markdown

ETFIQ, Photonics and optics ETFs, data as of Oct 27, 2026. https://etfiq.com/themes/photonics

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data.