GCAD vs SPY

AGCAD

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income2.05%GCAD · $205 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common2.6%GCAD and SPY

GCAD

SPY

Gabelli Commercial Aerospace and Defense ETF · $45MState Street SPDR S&P 500 ETF · $805B

+25.6%3 years · per year$19,800 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.90%Expense ratio$90 · $9 on $10k · lower wins0.09%

2.05%12-mo yield$205 · $103 on $10k1.03%

−19.2%Worst dropSmaller wins−8.9%

22.6%VolatilityLower wins13.6%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsGCAD · SPY

0.7%PLTR0.6%

1.5%GE0.5%

4.8%RTX0.4%

4.7%BA0.2%

Held in common2.6%

End-of-day Nov 5, 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
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AGCAD	Gabelli Commercial Aerospace and Defense ETFRead Desk		0.90%	2.05%	−4.3%	+0.5%	+4.7%	+25.6%	new	−19.2%	$45M

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AGCAD	Gabelli Commercial Aerospace and Defense ETFRead Desk		0.90%	2.05%	−4.3%	+0.5%	+4.7%	+25.6%	new	−19.2%	$45M

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

Cards for this view

GCAD vs SPY

GCAD

Gabelli Commercial Aerospace and Defense

[…]

SPY

SPDR S&P 500

$17,099

MeasureGCADSPY

Fee0.90%0.09%

Cost on $10k a year$90$9

Yield2.05%1.03%

5 years, per year[…]+11.3%

3 years, per year+25.6%+22.0%

Worst drop · 1Y−19.2%−8.9%

Volatility · 1Y22.6%13.6%

3–2measures won
SPY first

2.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GCAD, SPY

Today

2.6%most shared, GCAD and SPY

GCADSPY

GCAD—2.6%

SPY2.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, GCAD

GCAD$205 − $90 = $115

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee