Compare · 2 funds side by side · dividends reinvested

FFSM and LUMA

FFSMFidelity×LUMAKraneShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,162FFSM · best of the two

02 / 03

FFSM and LUMA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Fundamental Small-Mid Cap ETFUS Stock Styles · Mid cap0.43%0.47%+15.0%+20.0%+22.0%+8.7%−13.0%18.7%$1.4B1.0

KraneShares Photonic and Optical ETFUnsorted1.00%0.00%[…][…][…][…][…][…]$8M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FFSM 2021 · LUMA 2026

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Fundamental Small-Mid Cap ETF · $1.4B$15,162

FFSM

LUMA

KraneShares Photonic and Optical ETF · $8M[…]

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

FFSMMeasureLUMA

+15.0%Year to dateJan 1 → Nov 4[…]

+20.0%1 yearTotal return[…]

+22.0%3 years · per year$10,000 became $18,142 · […][…]

+8.7%5 years · per year$10,000 became $15,162 · […][…]

0.43%Expense ratio$43 · $100 a year on $10k · lower is better1.00%

0.47%Trailing 12-mo yield$47 · $0 a year on $10k0.00%

−13.0%Worst dropSmaller is better[…]

18.7%VolatilityLower is calmer[…]

FFSMLUMA Winner of the row, in its colourEach row: the bigger of the two fills its side

2–0FFSM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FFSM vs LUMA: Top 5 Holdings

Today

FFSM

8.1%in top 5

LUMA

in top 526.8%

FFSMStockLUMA

not top 5AIXA.DE5.7%

not top 5MTSI5.5%

not top 5COHR5.3%

not top 53081.TWO5.2%

not top 5LITE5.0%

1.7%ATInot top 5

1.7%SNXnot top 5

1.6%SANMnot top 5

1.6%IESCnot top 5

1.5%FCFSnot top 5

Held in common2.6%

End-of-day Nov 4, 2026 · share of each fund

FFSM vs LUMA Returns, Every Period

FidelityFFSM

+20.0%

past year

LUMAKraneShares

[…]

past year

Returns […]

FFSMLUMAFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Unsorted: FFSM vs LUMA

YTD

FidelityFFSM

+15.0%

LUMAKraneShares

[…]

+15.0%Year to date[…]

−13.0%Worst drop · 1Y[…]

18.7%Volatility · 1Y[…]

0.5%Yield0.0%

$1.4BAssets$7.5M

1–0FFSM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FFSM, LUMA

Today

0.43%lowest, FFSM

FundExpense ratioFee$10k

FFSM0.43%$43

LUMA1.00%$100

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FFSM, LUMA

0.47%highest, FFSM

FundTrailing yieldYield$10k

FFSM0.47%$47

LUMA0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$4most kept, FFSM

FFSM$47 − $43 = $4

LUMA$0 − $100 = −$100

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FFSM, LUMA

Today

2.6%most shared, FFSM and LUMA

FFSMLUMA

FFSM—2.6%

LUMA2.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.0%FFSM, at 18.7% volatility

FFSMWorst drop−13.0%18.7% vol

LUMAWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026