Compare · 4 funds side by side · dividends reinvested

GCPU, ALAI, DRAM and SMH

GCPUGrayscale×ALAIAlger×DRAMRoundhill×SMHVanEck×

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

02 / 04

GCPU, ALAI, DRAM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alger AI Enablers & Adopters ETFThematic · AI & semis0.58%1.43%+4.9%+2.3%[…][…]−21.1%29.5%$2.4B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.5

Grayscale AI Compute ETFThematic · AI & semis0.59%0.85%−36.0%−57.9%[…][…]−62.3%78.4%$8M2.8

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$17.6B4.0

Rank among the four1st → 4thFee, 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: GCPU 2025 · ALAI 2024 · DRAM 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Grayscale AI Compute ETF · $8M[…]

GCPU

ALAI

Alger AI Enablers & Adopters ETF · $2.4B[…]

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

GCPUMeasureALAI

−36.0%Year to dateJan 1 → Nov 5+4.9%

−57.9%1 yearTotal return+2.3%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.59%Expense ratio$59 · $58 a year on $10k · lower is better0.58%

0.85%Trailing 12-mo yield$85 · $143 a year on $10k1.43%

−62.3%Worst dropSmaller is better−21.1%

78.4%VolatilityLower is calmer29.5%

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

0–6ALAI wins

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

More Ways to See the Pairs

GCPU vs ALAI: Top 5 Holdings

Today

GCPU

57.0%in top 5

ALAI

in top 536.9%

GCPUStockALAI

12.8%NBISnot top 5

12.3%DOCNnot top 5

not top 5NVDA12.0%

11.9%CRWVnot top 5

10.2%8473.Tnot top 5

not top 5MSFT10.2%

9.8%HPEnot top 5

not top 5TSM5.6%

not top 5AMZN5.3%

not top 5META3.7%

Held in common2.7%

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

GCPU vs ALAI Returns, Every Period

GrayscaleGCPU

−57.9%

past year

ALAIAlger

+2.3%

past year

GCPUALAIFaded: behind in that period

0–2ALAI wins

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

GCPU vs ALAI

YTD

GrayscaleGCPU

−36.0%

ALAIAlger

+4.9%

−36.0%Year to date+4.9%

−62.3%Worst drop · 1Y−21.1%

78.4%Volatility · 1Y29.5%

0.8%Yield1.4%

$7.8MAssets$2.4B

4–0ALAI wins

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

Cost, Income and Risk

Fees: GCPU, ALAI, DRAM, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

ALAI0.58%$58

GCPU0.59%$59

DRAM0.65%$65

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

Yields: GCPU, ALAI, DRAM, SMH

1.43%highest, ALAI

FundTrailing yieldYield$10k

ALAI1.43%$143

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

$85most kept, ALAI

ALAI$143 − $58 = $85

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: GCPU, ALAI, DRAM, SMH

Today

27.0%most shared, ALAI and SMH

GCPUALAIDRAMSMH

GCPU—2.7%0.0%0.0%

ALAI2.7%—6.5%27.0%

DRAM0.0%6.5%—3.2%

SMH0.0%27.0%3.2%—

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

Return vs Bumpiness: 4 ETFs

+27.3%SMH, at 42.8% volatility

ALAIWorst drop−21.1%29.5% vol

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

ALAISMH

+4.9%Year to date+24.3%

1.4%Yield0.2%

+2.3%Past year+27.3%

0.58%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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