GCAD vs SHLD

AGCAD

BSHLD

Measures won3–2GCAD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%SHLD · $50 on $10k

Most income1.96%GCAD · $196 on $10k

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

Held in common25.3%GCAD and SHLD

GCAD

SHLD

Gabelli Commercial Aerospace and Defense ETF · $45MGlobal X - Defense Tech ETF · $6.5B

+28.3%3 years · per year$21,139 · $24,562+34.9%

[…]5 years · per year[…]

0.90%Expense ratio$90 · $50 on $10k · lower wins0.50%

1.96%12-mo yield$196 · $69 on $10k0.69%

−17.8%Worst dropSmaller wins−25.4%

22.2%VolatilityLower wins25.4%

3–2GCAD wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsGCAD · SHLD

5.4%LMT9.8%

4.8%RTX9.4%

5.5%LHX4.1%

4.1%NOC8.1%

Held in common25.3%

End-of-day Nov 4, 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							5Y/yr
1	AGCAD	Gabelli Commercial Aerospace and Defense ETFRead Desk		0.90%	1.96%	−3.2%	+5.1%	+8.4%	+28.3%	new	−17.8%	$45M
2	BSHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.69%	−3.5%	−5.3%	−10.5%	+34.9%	new	−25.4%	$6.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AGCAD	Gabelli Commercial Aerospace and Defense ETFRead Desk		0.90%	1.96%	−3.2%	+5.1%	+8.4%	+28.3%	new	−17.8%	$45M
2	BSHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.69%	−3.5%	−5.3%	−10.5%	+34.9%	new	−25.4%	$6.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GCAD vs SHLD

GCAD

Gabelli Commercial Aerospace and Defense

[…]

SHLD

Global X - Defense Tech

[…]

MeasureGCADSHLD

Fee0.90%0.50%

Cost on $10k a year$90$50

Yield1.96%0.69%

5 years, per year[…][…]

3 years, per year+28.3%+34.9%

Worst drop · 1Y−17.8%−25.4%

Volatility · 1Y22.2%25.4%

3–2measures won
GCAD first

25.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: GCAD, SHLD

Today

25.3%most shared, GCAD and SHLD

GCADSHLD

GCAD—25.3%

SHLD25.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, GCAD

GCAD$196 − $90 = $106

SHLD$69 − $50 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee