GCPU vs SMH

AGCPU

BSMH

Measures won1–3SMH wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.69%GCPU · $69 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common0.0%GCPU and SMH

GCPU

SMH

Grayscale AI Compute ETF · $7MVanEck Semiconductor ETF · $65.8B

[…]3 years · per year[…] · $38,001+56.1%

[…]5 years · per year[…] · $39,579+31.7%

0.59%Expense ratio$59 · $35 on $10k · lower wins0.35%

0.69%12-mo yield$69 · $21 on $10k0.21%

−57.7%Worst dropSmaller wins−24.6%

77.2%VolatilityLower wins41.1%

1–3SMH wins

$10,000 · 5 yearsOne scale

Shared top holdingsGCPU · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AGCPU	Grayscale AI Compute ETFRead Desk		0.59%	0.69%	+8.7%	−21.7%	−50.4%	new	new	−57.7%	$7M

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

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AGCPU	Grayscale AI Compute ETFRead Desk		0.59%	0.69%	+8.7%	−21.7%	−50.4%	new	new	−57.7%	$7M

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

Cards for this view

GCPU vs SMH

GCPU

Grayscale AI Compute

[…]

SMH

VanEck Semiconductor

$39,579

MeasureGCPUSMH

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield0.69%0.21%

5 years, per year[…]+31.7%

3 years, per year[…]+56.1%

Worst drop · 1Y−57.7%−24.6%

Volatility · 1Y77.2%41.1%

3–1measures won
SMH first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: GCPU, SMH

Today

0.0%most shared, GCPU and SMH

GCPUSMH

GCPU—0.0%

SMH0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$10most kept, GCPU

GCPU$69 − $59 = $10

SMH$21 − $35 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee