GCAD vs SMH

AGCAD

BSMH

Measures won3–2GCAD wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SOXX $26,892

Lowest cost0.33%SOXX · $33 on $10k

Most income2.02%GCAD · $202 on $10k

Smallest drop−19.2%GCAD · worst fall in 1Y

Held in common0.0%GCAD and SMH

GCAD

SMH

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

+25.9%3 years · per year$19,970 · $33,022+48.9%

[…]5 years · per year[…] · $34,950+28.4%

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

2.02%12-mo yield$202 · $24 on $10k0.24%

−19.2%Worst dropSmaller wins−33.1%

22.7%VolatilityLower wins42.9%

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 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
3	AGCAD	Gabelli Commercial Aerospace and Defense ETFRead Desk	0.90%	2.02%	+1.6%	+2.0%	+6.5%	+25.9%	new	−19.2%	$42M

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
3	AGCAD	Gabelli Commercial Aerospace and Defense ETFRead Desk	0.90%	2.02%	+1.6%	+2.0%	+6.5%	+25.9%	new	−19.2%	$42M

End-of-day Nov 6, 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

$34,950

MeasureGCADSMH

Fee0.90%0.35%

Cost on $10k a year$90$35

Yield2.02%0.24%

5 years, per year[…]+28.4%

3 years, per year+25.9%+48.9%

Worst drop · 1Y−19.2%−33.1%

Volatility · 1Y22.7%42.9%

3–2measures won
GCAD first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GCAD, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

GCADSMHSOXX

GCAD—0.0%0.0%

SMH0.0%—69.6%

SOXX0.0%69.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$112most kept, GCAD

GCAD$202 − $90 = $112

SOXX$76 − $33 = $43

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee