SMH vs GCPU

ASMH

BGCPU

Measures won3–1SMH wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.85%GCPU · $85 on $10k

Smallest drop−12.5%WCMI · worst fall in 1Y

Held in common0.0%SMH and GCPU

SMH

GCPU

VanEck Semiconductor ETF · $57.7BGrayscale AI Compute ETF · $7M

+48.4%3 years · per year$32,662 · […][…]

+27.6%5 years · per year$33,824 · […][…]

0.35%Expense ratio$35 · $59 on $10k · lower wins0.59%

0.25%12-mo yield$25 · $85 on $10k0.85%

−33.1%Worst dropSmaller wins−62.3%

42.8%VolatilityLower wins78.4%

3–1SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSMH · GCPU

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

Held in common0.0%

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	ASMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BGCPU	Grayscale AI Compute ETFRead Desk	0.59%	0.85%	−12.1%	−36.0%	−57.9%	new	new	−62.3%	$7M
3	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.59%	−3.8%	+4.9%	+8.3%	new	new	−12.5%	$2.1B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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	ASMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BGCPU	Grayscale AI Compute ETFRead Desk	0.59%	0.85%	−12.1%	−36.0%	−57.9%	new	new	−62.3%	$7M
3	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.59%	−3.8%	+4.9%	+8.3%	new	new	−12.5%	$2.1B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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

SMH vs GCPU

SMH

VanEck Semiconductor

$33,824

GCPU

Grayscale AI Compute

[…]

MeasureSMHGCPU

Fee0.35%0.59%

Cost on $10k a year$35$59

Yield0.25%0.85%

5 years, per year+27.6%[…]

3 years, per year+48.4%[…]

Worst drop · 1Y−33.1%−62.3%

Volatility · 1Y42.8%78.4%

3–1measures won
SMH first

0.0%

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, WCMI, DRAM, SMH

Today

4.9%most shared, WCMI and DRAM

GCPUWCMIDRAMSMH

GCPU—3.4%0.0%0.0%

WCMI3.4%—4.9%0.0%

DRAM0.0%4.9%—3.2%

SMH0.0%0.0%3.2%—

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

WCMI$59 − $85 = −$26

DRAM$0 − $65 = −$65

KeptFee

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