GCAD vs IDEF

AGCAD

BIDEF

Measures won3–1GCAD wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH

Lowest cost0.35%SMH · $35 on $10k

Most income1.89%GCAD · $189 on $10k

Smallest drop−17.8%GCAD · worst fall in 1Y

Held in common35.1%GCAD and IDEF

GCAD

IDEF

Gabelli Commercial Aerospace and Defense ETF · $45MiShares Defense Industrials Act · $3.7B

+30.1%3 years · per year$22,034 · […][…]

[…]5 years · per year[…]

0.90%Expense ratio$90 · $55 on $10k · lower wins0.55%

1.89%12-mo yield$189 · $35 on $10k0.35%

−17.8%Worst dropSmaller wins−18.9%

21.9%VolatilityLower wins23.3%

3–1GCAD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGCAD · IDEF

5.5%LMT5.4%

4.8%RTX7.3%

4.1%NOC4.0%

4.6%BA3.5%

Held in common35.1%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AGCAD	Gabelli Commercial Aerospace and Defense ETFRead Desk	0.90%	1.89%	+0.7%	+8.7%	+12.0%	+30.1%	new	−17.8%	$45M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AGCAD	Gabelli Commercial Aerospace and Defense ETFRead Desk	0.90%	1.89%	+0.7%	+8.7%	+12.0%	+30.1%	new	−17.8%	$45M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B

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

GCAD vs IDEF

GCAD

Gabelli Commercial Aerospace and Defense

[…]

IDEF

iShares Defense Industrials Act

[…]

MeasureGCADIDEF

Fee0.90%0.55%

Cost on $10k a year$90$55

Yield1.89%0.35%

5 years, per year[…][…]

3 years, per year+30.1%[…]

Worst drop · 1Y−17.8%−18.9%

Volatility · 1Y21.9%23.3%

3–1measures won
GCAD first

35.1%

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: GCAD, IDEF, SMH

Today

35.1%most shared, GCAD and IDEF

GCADIDEFSMH

GCAD—35.1%0.0%

IDEF35.1%—1.1%

SMH0.0%1.1%—

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

Income After Fees on $10,000

$99most kept, GCAD

GCAD$189 − $90 = $99

SMH$21 − $35 = −$14

IDEF$35 − $55 = −$20

KeptFee

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