Compare · 3 funds side by side · dividends reinvested

DRAM, GCPU and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

DRAM, GCPU and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.1

Grayscale AI Compute ETFThematic · AI & semis0.59%0.85%−36.0%−57.9%[…][…]−62.3%78.4%$8M1.8

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$17.6B3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DRAM 2026 · GCPU 2025 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Memory ETF · $17.6B[…]

DRAM

GCPU

Grayscale AI Compute ETF · $8M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DRAMMeasureGCPU

[…]Year to dateJan 1 → Nov 5−36.0%

[…]1 yearTotal return−57.9%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.65%Expense ratio$65 · $59 a year on $10k · lower is better0.59%

0.00%Trailing 12-mo yield$0 · $85 a year on $10k0.85%

[…]Worst dropSmaller is better−62.3%

[…]VolatilityLower is calmer78.4%

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

0–2GCPU wins

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

More Ways to See the Pairs

DRAM vs GCPU: Top 5 Holdings

Today

DRAM

74.5%in top 5

GCPU

in top 557.0%

DRAMStockGCPU

19.9%FGXXXnot top 5

19.4%005930.Knot top 5

16.6%000660.Knot top 5

13.0%912797WNnot top 5

not top 5NBIS12.8%

not top 5DOCN12.3%

not top 5CRWV11.9%

not top 58473.T10.2%

not top 5HPE9.8%

5.7%912797VAnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

DRAM vs GCPU Returns, Every Period

RoundhillDRAM

[…]

past year

GCPUGrayscale

−57.9%

past year

Returns […]

DRAMGCPUFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DRAM vs GCPU

YTD

RoundhillDRAM

[…]

GCPUGrayscale

−36.0%

[…]Year to date−36.0%

[…]Worst drop · 1Y−62.3%

[…]Volatility · 1Y78.4%

0.0%Yield0.8%

$17.6BAssets$7.8M

1–0GCPU wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DRAM, GCPU, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

GCPU0.59%$59

DRAM0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DRAM, GCPU, SMH

0.85%highest, GCPU

FundTrailing yieldYield$10k

GCPU0.85%$85

SMH0.25%$25

DRAM0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$26most kept, GCPU

GCPU$85 − $59 = $26

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: DRAM, GCPU, SMH

Today

3.2%most shared, DRAM and SMH

DRAMGCPUSMH

DRAM—0.0%3.2%

GCPU0.0%—0.0%

SMH3.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

SMHWorst drop−33.1%42.8% vol

GCPUWorst drop−62.3%78.4% vol

DRAMWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

GCPUSMH

−36.0%Year to date+24.3%

0.8%Yield0.2%

−57.9%Past year+27.3%

0.59%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026