FFSM vs LUMA

AFFSM

BLUMA

Measures won2–0FFSM wins · of 6 · 5Y

$10,000 · 5Y$14,248FFSM

Lowest cost0.43%FFSM · $43 on $10k

Most income0.49%FFSM · $49 on $10k

Smallest drop−13.0%FFSM · worst fall in 1Y

Held in common2.6%FFSM and LUMA

FFSM

LUMA

Fidelity Fundamental Small-Mid Cap ETF · $1.5BKraneShares Photonic and Optical ETF · $10M

+19.8%3 years · per year$17,201 · […][…]

+7.3%5 years · per year$14,248 · […][…]

0.43%Expense ratio$43 · $100 on $10k · lower wins1.00%

0.49%12-mo yield$49 · $0 on $10k0.00%

−13.0%Worst dropSmaller wins[…]

19.2%VolatilityLower wins[…]

2–0FFSM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFSM · LUMA

1.2%MTSI5.7%

0.6%VECO1.2%

0.5%FN3.2%

0.3%COHR5.2%

Held in common2.6%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk		0.43%	0.49%	−4.4%	+9.9%	+15.3%	+19.8%	+7.3%	−13.0%	$1.5B
2	BLUMA	KraneShares Photonic and Optical ETFRead Desk		1.00%	0.00%	−4.6%	new	new	new	new	[…]	$10M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk		0.43%	0.49%	−4.4%	+9.9%	+15.3%	+19.8%	+7.3%	−13.0%	$1.5B
2	BLUMA	KraneShares Photonic and Optical ETFRead Desk		1.00%	0.00%	−4.6%	new	new	new	new	[…]	$10M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FFSM vs LUMA

FFSM

Fidelity Fundamental Small-Mid Cap

$14,248

LUMA

KraneShares Photonic and Optical

[…]

MeasureFFSMLUMA

Fee0.43%1.00%

Cost on $10k a year$43$100

Yield0.49%0.00%

5 years, per year+7.3%[…]

3 years, per year+19.8%[…]

Worst drop · 1Y−13.0%[…]

Volatility · 1Y19.2%[…]

2–0measures won
FFSM first

2.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FFSM, LUMA

Today

2.6%most shared, FFSM and LUMA

FFSMLUMA

FFSM—2.6%

LUMA2.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$6most kept, FFSM

FFSM$49 − $43 = $6

LUMA$0 − $100 = −$100

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee