LUMA vs SPY

LUMA vs SPY

Which is better, LUMA or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 57.6%.

Lower Fees: SPYLess Concentrated: SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricLUMASPY
Expense Ratio1.00%0.09%Best
AUM$2M$814.4B
Dividend Yield0.00%1.01%
Holdings28505
YTD Return+1.01%+13.34%Best
1Y Return-+19.97%
3Y Return (annualized)-+21.20%
5Y Return (annualized)-+12.81%
Top 10 Weight57.6%38.0%Best
Fund FamilyKraneSharesState Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJul 15, 2026Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

LUMA vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

LUMA vs SPY Performance

KraneShares Photonic and Optical ETF (LUMA) is an ETF from KraneShares and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, LUMA is up 1.01% versus a gain of 13.34% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

LUMA charges 1.00% per year while SPY charges 0.09%. On a $10,000 position that is $100 vs $9 annually, a gap of $91 per year that compounds over a long holding period. On income, LUMA currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

LUMA already in SPY22.6%
SPY already in LUMA0.8%

22.6% of LUMA's money is in holdings SPY also owns. 0.8% of SPY's money is in holdings LUMA also owns.

LUMA and SPY share little of their money.

5 positions in common, counted across the 26 positions we hold weights for in LUMA and 504 in SPY, against full books of 28 and 505.

What only one of them owns

Our book lists 491 positions for SPY that do not appear in our book for LUMA (98.7% of the fund), and 8 for LUMA that do not appear in SPY (26.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in LUMAWeight in SPYDifference
LITELumentum Holdings Inc6.57%0.10%6.47%
COHRCoherent, Inc5.87%0.10%5.77%
MRVLMarvell Technology Group Ltd.4.84%0.29%4.55%
CIENCiena Corp2.73%0.09%2.64%
GLWCorning Inc.2.55%0.19%2.36%

22.6% of LUMA is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

LUMASPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LUMA or SPY?

LUMA has an expense ratio of 1.00% while SPY charges 0.09%. SPY is the cheaper option, by $91 a year on a $10,000 investment.

What is the holdings overlap between LUMA and SPY?

22.6% of LUMA's money is in holdings SPY also owns. 0.8% of SPY's is in holdings LUMA also owns. They hold 5 positions in common, counted across the 26 positions we hold weights for in LUMA and 504 in SPY.

Which pays a higher dividend, LUMA or SPY?

LUMA yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

Is SPY better than LUMA?

SPY has a lower expense ratio. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 57.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.