GCAD vs SPYM

AGCAD

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income2.05%GCAD · $205 on $10k

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

Held in common2.6%GCAD and SPYM

GCAD

SPYM

Gabelli Commercial Aerospace and Defense ETF · $45MState Street SPDR Portfolio S&P 500 ETF · $182B

+25.6%3 years · per year$19,800 · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

0.90%Expense ratio$90 · $2 on $10k · lower wins0.02%

2.05%12-mo yield$205 · $106 on $10k1.06%

−19.2%Worst dropSmaller wins−8.9%

22.6%VolatilityLower wins13.6%

2–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsGCAD · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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 SPYM

GCAD

Gabelli Commercial Aerospace and Defense

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureGCADSPYM

Fee0.90%0.02%

Cost on $10k a year$90$2

Yield2.05%1.06%

5 years, per year[…]+11.4%

3 years, per year+25.6%+22.1%

Worst drop · 1Y−19.2%−8.9%

Volatility · 1Y22.6%13.6%

3–2measures won
SPYM 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, SPYM

Today

2.6%most shared, GCAD and SPYM

GCADSPYM

GCAD—2.6%

SPYM2.6%—

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

SPYM$106 − $2 = $104

KeptFee

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