# Photonics and optics ETFs: 3 funds, largest first > ETFIQ covers 3 photonics and optics ETFs. The largest are LAZR ($187m) and FOTO ($167m); fees run 0.65% to 0.75%, as of Jun 30 to Oct 27, 2026. Data as of Oct 27, 2026. Rebuilt every trading night. Data as of Oct 27, 2026 . ## 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. 3 US listed photonics and optics ETFs $187m The largest, LAZR 0.65% The cheapest, LYTE ### The short answers Least like the S&P 500 FOTO , Tuttle Capital Pure Play Photonics ETF, 14.2% of its weight in S&P 500 companies. The two funds FOTO and LAZR , 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. LUMENTUM HOLDINGS INC is among the ten largest of 1 of them. | Company | Among the ten largest of | Average weight where it is | Largest, and in which fund | | --- | --- | --- | --- | | LUMENTUM HOLDINGS INC LITE | 1 of 2 | 20.2% | 20.2% in LAZR | | AXT INC AXTI | 1 of 2 | 10.5% | 10.5% in LAZR | | ANTHROPIC SPV EXPOSURE | 1 of 2 | 9.7% | 9.7% in LAZR | | AIXTRON SE AIXA | 1 of 2 | 7.7% | 7.7% in LAZR | | IPG PHOTONICS CORPORATION | 1 of 2 | 6.4% | 6.4% in FOTO | | LANDMARK OPTOELECTRONICS CORP | 1 of 2 | 6.0% | 6.0% in LAZR | | LUMENTUM HOLDINGS INC. | 1 of 2 | 5.9% | 5.9% in FOTO | | APPLIED OPTOELECTRONICS INC AAOI | 1 of 2 | 4.6% | 4.6% in LAZR | | CIENA CORPORATION | 1 of 2 | 4.6% | 4.6% in FOTO | | nLIGHT Inc | 1 of 2 | 3.8% | 3.8% in FOTO | | Coherent Corp. | 1 of 2 | 3.8% | 3.8% in FOTO | | TOWER SEMICONDUCTOR LTD TSEM | 1 of 2 | 3.7% | 3.7% in LAZR | | APPLIED OPTOELECTRONICS, INC. | 1 of 2 | 3.6% | 3.6% in FOTO | | FURUKAWA ELECTRIC CO LTD | 1 of 2 | 3.5% | 3.5% in LAZR | | SEMTECH CORP SMTC | 1 of 2 | 3.5% | 3.5% in LAZR | The 15 most widely held of 20. 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. ### 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 Jun 30 to Oct 27, 2026 . - LAZR Tema Photonics & Optical ETF $187m 0.75% - FOTO Tuttle Capital Pure Play Photonics ETF $167m 0.75% - LYTE Roundhill Photonics & Optics ETF $163m 0.65% | Ticker | Fund | Issuer | Net assets | In the S&P 500 | Active share | Total return 1Y | vs its benchmark 1Y | Fee | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | LAZR | Tema Photonics & Optical ETF | Tema | $187m | 24.4% | 99.7% | first traded 119 days ago | · | 0.75% | | FOTO | Tuttle Capital Pure Play Photonics ETF | Tuttle | $167m | 14.2% | 99.7% | first traded 151 days ago | · | 0.75% | | LYTE | Roundhill Photonics & Optics ETF | Roundhill | $163m | not yet filed | not yet filed | first traded 82 days ago | · | 0.65% | ### 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. | | LAZR | FOTO | | --- | --- | --- | | LAZR | · | 14% | | FOTO | 14% | · | 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 | Fund | Largest holding it alone has | Weight | All of its own names | | --- | --- | --- | --- | | LAZR | AXT INC AXTI | 10.5% | 70.8% | | FOTO | IPG PHOTONICS CORPORATION | 6.4% | 24.6% | ### 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 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 | What they publish | Kind | | --- | --- | --- | | Tema | Tema ETFs insights | Their research index | | Roundhill | Roundhill research blog | Their research index | ### Where to next ### Sources Links are sources, not endorsements. ETFIQ is an independent publisher and makes no recommendations. Standards and sources --- Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices. Cite: ETFIQ, Photonics and optics ETFs, data as of Oct 27, 2026. https://etfiq.com/themes/photonics Licence: https://etfiq.com/license/ Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms. HTML: https://etfiq.com/themes/photonics