GCPU vs ALAI

AGCPU

BALAI

Measures won0–4ALAI wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income1.33%ALAI · $133 on $10k

Smallest drop−18.3%ALAI · worst fall in 1Y

Held in common3.0%GCPU and ALAI

GCPU

ALAI

Grayscale AI Compute ETF · $7MAlger AI Enablers & Adopters ETF · $2.5B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.59%Expense ratio$59 · $58 on $10k · lower wins0.58%

0.75%12-mo yield$75 · $133 on $10k1.33%

−57.7%Worst dropSmaller wins−18.3%

77.7%VolatilityLower wins28.7%

0–4ALAI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGCPU · ALAI

12.5%NBIS3.0%

Held in common3.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	AGCPU	Grayscale AI Compute ETFRead Desk	0.59%	0.75%	−8.0%	−27.2%	−55.1%	new	new	−57.7%	$7M
3	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.33%	−1.0%	+12.8%	+7.0%	new	new	−18.3%	$2.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	AGCPU	Grayscale AI Compute ETFRead Desk	0.59%	0.75%	−8.0%	−27.2%	−55.1%	new	new	−57.7%	$7M
3	BALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.33%	−1.0%	+12.8%	+7.0%	new	new	−18.3%	$2.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GCPU vs ALAI

GCPU

Grayscale AI Compute

[…]

ALAI

Alger AI Enablers & Adopters

[…]

MeasureGCPUALAI

Fee0.59%0.58%

Cost on $10k a year$59$58

Yield0.75%1.33%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−57.7%−18.3%

Volatility · 1Y77.7%28.7%

4–0measures won
ALAI first

3.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: GCPU, ALAI, SMH

Today

29.2%most shared, ALAI and SMH

GCPUALAISMH

GCPU—3.0%0.0%

ALAI3.0%—29.2%

SMH0.0%29.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$75most kept, ALAI

ALAI$133 − $58 = $75

GCPU$75 − $59 = $16

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee