ALAI vs GCPU

AALAI

BGCPU

Measures won4–0ALAI wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · IGV $11,584

Lowest cost0.35%SMH · $35 on $10k

Most income1.34%ALAI · $134 on $10k

Smallest drop−21.1%ALAI · worst fall in 1Y

Held in common2.8%ALAI and GCPU

ALAI

GCPU

Alger AI Enablers & Adopters ETF · $1.6BGrayscale AI Compute ETF · $7M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.58%Expense ratio$58 · $59 on $10k · lower wins0.59%

1.34%12-mo yield$134 · $74 on $10k0.74%

−21.1%Worst dropSmaller wins−62.3%

29.7%VolatilityLower wins78.4%

4–0ALAI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsALAI · GCPU

2.8%NBIS12.3%

Held in common2.8%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$1.6B
4	BGCPU	Grayscale AI Compute ETFRead Desk	0.59%	0.74%	+6.2%	−26.2%	−50.1%	new	new	−62.3%	$7M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B
3	AALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$1.6B
4	BGCPU	Grayscale AI Compute ETFRead Desk	0.59%	0.74%	+6.2%	−26.2%	−50.1%	new	new	−62.3%	$7M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ALAI vs GCPU

ALAI

Alger AI Enablers & Adopters

[…]

GCPU

Grayscale AI Compute

[…]

MeasureALAIGCPU

Fee0.58%0.59%

Cost on $10k a year$58$59

Yield1.34%0.74%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−21.1%−62.3%

Volatility · 1Y29.7%78.4%

4–0measures won
ALAI first

2.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ALAI, GCPU, SMH, IGV

Today

26.1%most shared, ALAI and SMH

ALAIGCPUSMHIGV

ALAI—2.8%26.1%13.7%

GCPU2.8%—0.0%0.8%

SMH26.1%0.0%—4.8%

IGV13.7%0.8%4.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$76most kept, ALAI

ALAI$134 − $58 = $76

GCPU$74 − $59 = $15

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee