GCAD vs SMH

AGCAD

BSMH

Measures won3–2GCAD wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%GCAD and SMH

GCAD

SMH

Gabelli Commercial Aerospace and Defense ETF · $42MVanEck Semiconductor ETF · $60.7B

+27.2%3 years · per year$20,566 · $33,815+50.1%

[…]5 years · per year[…] · $36,298+29.4%

0.90%Expense ratio$90 · $35 on $10k · lower wins0.35%

1.92%12-mo yield$192 · $23 on $10k0.23%

−19.2%Worst dropSmaller wins−33.1%

23.2%VolatilityLower wins43.1%

3–2GCAD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGCAD · SMH

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

Held in common0.0%

End-of-day Nov 9, 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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AGCAD	Gabelli Commercial Aerospace and Defense ETFRead Desk	0.90%	1.92%	+5.1%	+7.3%	+12.9%	+27.2%	new	−19.2%	$42M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AGCAD	Gabelli Commercial Aerospace and Defense ETFRead Desk	0.90%	1.92%	+5.1%	+7.3%	+12.9%	+27.2%	new	−19.2%	$42M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GCAD vs SMH

GCAD

Gabelli Commercial Aerospace and Defense

[…]

SMH

VanEck Semiconductor

$36,298

MeasureGCADSMH

Fee0.90%0.35%

Cost on $10k a year$90$35

Yield1.92%0.23%

5 years, per year[…]+29.4%

3 years, per year+27.2%+50.1%

Worst drop · 1Y−19.2%−33.1%

Volatility · 1Y23.2%43.1%

3–2measures won
GCAD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: GCAD, SMH, SCHD

Today

8.2%most shared, SMH and SCHD

GCADSMHSCHD

GCAD—0.0%2.8%

SMH0.0%—8.2%

SCHD2.8%8.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

GCAD$192 − $90 = $102

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee