IDEF vs GCAD

AIDEF

BGCAD

Measures won1–3GCAD wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income1.96%GCAD · $196 on $10k

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

Held in common32.3%IDEF and GCAD

IDEF

GCAD

iShares Defense Industrials Act · $3.7BGabelli Commercial Aerospace and Defense ETF · $45M

[…]3 years · per year[…] · $21,139+28.3%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $90 on $10k · lower wins0.90%

0.36%12-mo yield$36 · $196 on $10k1.96%

−19.2%Worst dropSmaller wins−17.8%

23.4%VolatilityLower wins22.2%

1–3GCAD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · GCAD

5.4%LMT5.4%

7.4%RTX4.8%

3.9%NOC4.1%

4.4%GD2.7%

Held in common32.3%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.7B
3	BGCAD	Gabelli Commercial Aerospace and Defense ETFRead Desk	0.90%	1.96%	−3.2%	+5.1%	+8.4%	+28.3%	new	−17.8%	$45M

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.7B
3	BGCAD	Gabelli Commercial Aerospace and Defense ETFRead Desk	0.90%	1.96%	−3.2%	+5.1%	+8.4%	+28.3%	new	−17.8%	$45M

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

IDEF vs GCAD

IDEF

iShares Defense Industrials Act

[…]

GCAD

Gabelli Commercial Aerospace and Defense

[…]

MeasureIDEFGCAD

Fee0.55%0.90%

Cost on $10k a year$55$90

Yield0.36%1.96%

5 years, per year[…][…]

3 years, per year[…]+28.3%

Worst drop · 1Y−19.2%−17.8%

Volatility · 1Y23.4%22.2%

3–1measures won
GCAD first

32.3%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IDEF, GCAD, SMH

Today

32.3%most shared, IDEF and GCAD

IDEFGCADSMH

IDEF—32.3%1.0%

GCAD32.3%—0.0%

SMH1.0%0.0%—

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

SMH$22 − $35 = −$13

IDEF$36 − $55 = −$19

KeptFee

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