Compare · 2 funds side by side · dividends reinvested

GCAD and SHLD

GCADGabelli×SHLDGlobal X×

Versus in desk

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$11,195GCAD · best of the two

02 / 04

GCAD and SHLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Gabelli Commercial Aerospace and Defense ETFThematic · Defense & space0.90%1.89%+8.7%+12.0%+30.1%[…]−17.8%21.9%$45M1.3

Global X - Defense Tech ETFThematic · Defense & space0.50%0.67%−1.9%−6.6%+37.0%[…]−25.4%25.1%$6.6B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: GCAD 2023 · SHLD 2023

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Defense Tech ETF · $6.6B[…]

SHLD

GCAD

Gabelli Commercial Aerospace and Defense ETF · $45M[…]

$10,000 five years ago, dividends reinvested · they hold 25.5% in common

SHLDMeasureGCAD

−1.9%Year to dateJan 1 → Nov 3+8.7%

−6.6%1 yearTotal return+12.0%

+37.0%3 years · per year$10,000 became $25,691 · $22,034+30.1%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $90 a year on $10k · lower is better0.90%

0.67%Trailing 12-mo yield$67 · $189 a year on $10k1.89%

−25.4%Worst dropSmaller is better−17.8%

25.1%VolatilityLower is calmer21.9%

SHLDGCAD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5GCAD wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHLD vs GCAD: Top 5 Holdings

Today

SHLD

46.9%in top 5

GCAD

in top 528.5%

SHLDStockGCAD

11.0%PLTRnot top 5

9.7%LMT5.5%

9.2%RTXnot top 5

8.8%GDnot top 5

8.2%NOCnot top 5

not top 5AIN7.7%

not top 5LHX5.5%

not top 5HONA4.9%

not top 5MOG-A4.9%

Held in common25.5%

End-of-day Nov 3, 2026 · share of each fund

SHLD vs GCAD Returns, Every Period

Global XSHLD

−6.6%

past year

GCADGabelli

+12.0%

past year

SHLDGCADFaded: behind in that period

1–2GCAD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SHLD vs GCAD

YTD

Global XSHLD

−1.9%

GCADGabelli

+8.7%

−1.9%Year to date+8.7%

−25.4%Worst drop · 1Y−17.8%

25.1%Volatility · 1Y21.9%

0.7%Yield1.9%

$6.6BAssets$44.7M

4–0GCAD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GCAD, SHLD

Today

0.50%lowest, SHLD

FundExpense ratioFee$10k

SHLD0.50%$50

GCAD0.90%$90

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: GCAD, SHLD

1.89%highest, GCAD

FundTrailing yieldYield$10k

GCAD1.89%$189

SHLD0.67%$67

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, GCAD

GCAD$189 − $90 = $99

SHLD$67 − $50 = $17

KeptFee

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

Overlap: GCAD, SHLD

Today

25.5%most shared, GCAD and SHLD

GCADSHLD

GCAD—25.5%

SHLD25.5%—

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

Return vs Bumpiness: 2 ETFs

+12.0%GCAD, at 21.9% volatility

GCADWorst drop−17.8%21.9% vol

SHLDWorst drop−25.4%25.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

GCADSHLD

+8.7%Year to date−1.9%

1.9%Yield0.7%

+12.0%Past year−6.6%

0.90%Fee0.50%

3–1GCAD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026