Photonics and optical interconnect ETFs in the AI compute core
Makers of lasers, optical links and the machines that print chips. Driven by the size of AI computing clusters, which need faster links between chips.
6ETFs in this category
$770mmoney in them
0.1%of the AI compute core’s money
EUVlargest unleveraged ETF, 36.4%
How they did, to Nov 2, 2026
| 1 month | YTD | 12 months | |
|---|---|---|---|
| Category median | −33.0% | – | – |
| Its story | −14.8% | +21.4% | +17.2% |
| Broad US ETFs | −2.5% | +11.5% | +11.8% |
Every ETF here, largest first
| # | ETF | Name | Assets | Share | 12 months | Fee |
|---|---|---|---|---|---|---|
| 1 | EUV | Corgi Lithography & Semiconductor Photonics ETF | $280m | 36.4% | – | 0.35% |
| 2 | LAZR | Tema Photonics & Optical ETF | $220m | 28.5% | – | 0.75% |
| 3 | LYTE | Roundhill Photonics & Optics ETF | $157m | 20.5% | – | 0.65% |
| 4 | FOTO | Tuttle Capital Pure Play Photonics ETF | $102m | 13.2% | – | 0.75% |
| 5 | LUMA | KraneShares Photonic and Optical ETF | $8m | 1.1% | – | 1.00% |
| 6 | PHOX | Aura AI Photonics ETF | $2m | 0.3% | – | 0.60% |
Other categories in the AI compute core
Common questions
Which ETFs are photonics and optical interconnect ETFs?6 US ETFs sit in this category of the AI compute core. Makers of lasers, optical links and the machines that print chips. Driven by the size of AI computing clusters, which need faster links between chips.
What is the largest photonics and optical interconnect ETF?EUV, Corgi Lithography & Semiconductor Photonics ETF, with $280m, 36.4% of the category's money.
How have photonics and optical interconnect ETFs performed?Too few have a year of history to say.