GCPU vs SKYY

AGCPU

BSKYY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · CIBR $17,492

Lowest cost0.35%SMH · $35 on $10k

Most income0.85%GCPU · $85 on $10k

Smallest drop−20.6%CIBR · worst fall in 1Y

Held in common6.2%GCPU and SKYY

GCPU

SKYY

Grayscale AI Compute ETF · $7MFirst Trust Cloud Computing ETF · $3.2B

[…]3 years · per year[…] · $21,787+29.6%

[…]5 years · per year[…] · $14,014+7.0%

0.59%Expense ratio$59 · $60 on $10k · lower wins0.60%

0.85%12-mo yield$85 · $0 on $10k0.00%

−62.3%Worst dropSmaller wins−27.4%

78.4%VolatilityLower wins31.5%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGCPU · SKYY

12.3%DOCN2.8%

9.8%HPE1.7%

11.9%CRWV1.7%

Held in common6.2%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
3	BSKYY	First Trust Cloud Computing ETFRead Desk	0.60%	0.00%	+0.5%	+20.5%	+9.2%	+29.6%	+7.0%	−27.4%	$3.2B
4	AGCPU	Grayscale AI Compute ETFRead Desk	0.59%	0.85%	−12.1%	−36.0%	−57.9%	new	new	−62.3%	$7M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
3	BSKYY	First Trust Cloud Computing ETFRead Desk	0.60%	0.00%	+0.5%	+20.5%	+9.2%	+29.6%	+7.0%	−27.4%	$3.2B
4	AGCPU	Grayscale AI Compute ETFRead Desk	0.59%	0.85%	−12.1%	−36.0%	−57.9%	new	new	−62.3%	$7M

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

Cards for this view

GCPU vs SKYY

GCPU

Grayscale AI Compute

[…]

SKYY

First Trust Cloud Computing

$14,014

MeasureGCPUSKYY

Fee0.59%0.60%

Cost on $10k a year$59$60

Yield0.85%0.00%

5 years, per year[…]+7.0%

3 years, per year[…]+29.6%

Worst drop · 1Y−62.3%−27.4%

Volatility · 1Y78.4%31.5%

2–2measures won
level

6.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GCPU, SKYY, SMH, CIBR

Today

24.5%most shared, SKYY and CIBR

GCPUSKYYSMHCIBR

GCPU—6.2%0.0%0.0%

SKYY6.2%—0.0%24.5%

SMH0.0%0.0%—5.8%

CIBR0.0%24.5%5.8%—

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

Income After Fees on $10,000

$26most kept, GCPU

GCPU$85 − $59 = $26

SMH$25 − $35 = −$10

CIBR$43 − $58 = −$15

SKYY$0 − $60 = −$60

KeptFee

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