Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

GCAD vs IDEF: which is really different?

GCAD and IDEF hold 31% of their weight in the same names, and GCAD returned more over the year.

Gabelli Commercial Aerospace and Defense ETF and iShares Defense Industrials Active ETF.

40.2%GCAD in the S&P 500
36.2%IDEF in the S&P 500
+14.2%GCAD total return, 1 year
+4.4%IDEF total return, 1 year

ETFIQ Off-Index Score: GCAD scores higher

How much of it is not the index it is sold as an alternative to?

GCAD 41IDEF 35.50.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

GCAD60% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
40%60%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 97% · top ten 48% of the fund · 54 holdings filed Jun 30, 2026 · Nasdaq-100: 3% in40%60%in the S&P 500outside the S&P 500active share 97% · top ten 48% of the fund
IDEF64% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
36%64%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 96% · top ten 36% of the fund · 155 holdings filed Sep 17, 2026 · Nasdaq-100: 9% in36%64%inoutside the S&P 500active share 96% · top ten 36% of the fund

31% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, GCAD and IDEF hold 31% of their money in the same securities at the same weight.

Positions GCAD and IDEF both hold, largest shared weight first
HoldingGCADIDEF
RTX CORP4.14%6.55%
LOCKHEED MARTIN CORP3.98%3.62%
BOEING COMPANY (THE)5.20%3.19%
NORTHROP GRUMMAN CORP3.48%2.58%
GENERAL DYNAMICS CORP2.40%2.94%
AAR CORP1.67%2.55%
GE AEROSPACE1.55%1.83%
TRANSDIGM GROUP INC2.04%1.01%
ATI INC2.29%0.76%
HOWMET AEROSPACE INC2.61%0.70%
CARPENTER TECHNOLOGY CORP1.41%0.67%
ELBIT SYSTEMS LTD0.55%1.06%
Only in each
Only in GCADOnly in IDEF
MOOG INC 6.20%BLK CSH FND TREASURY SL AGENCY 3.77%
UNITED STATES OF AMERICA - BUREAU OF THE 3.09%ROLLS-ROYCE HOLDINGS PLC 3.29%
ASTRONICS CORP 2.29%SPACE EXPLORATION TECHNOLOGIES COR 2.44%
HONEYWELL INTERNATIONAL INC 2.01%HANWHA AEROSPACE LTD 2.21%
ECHOSTAR CORP 1.30%BAE SYSTEMS PLC 2.18%
INNOVATIVE SOLUTIONS AND SUPPORT INC 1.16%THALES SA 2.18%
STANDARDAERO INC 0.94%MITSUBISHI HEAVY INDUSTRIES 1.73%
FIREFLY AEROSPACE INC 0.79%HANWHA SYSTEMS LTD 1.69%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Sep 18, 2026.

Performance, window by window

GCAD and IDEF over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
GCADIDEFGCADIDEFGCADIDEF
3 months−11.3%−1.6%−13.5 pts−3.9 pts−8.8 pts+0.9 pts
6 months−0.8%−5.7%−18.8 pts−23.8 pts−25.0 pts−30.0 pts
1 year+14.2%+4.4%−2.4 pts−12.2 pts−7.6 pts−17.4 pts
3 years+120.8%not published+42.4 ptsnot published+22.6 ptsnot published
Since launch+121.0%+27.2%+12.9 pts−5.6 pts−56.0 pts−14.2 pts
Open the live comparison on ETFIQ
GCAD and IDEF on the same fields, as of Sep 18, 2026. Source: ETFIQ.
GCAD
Gabelli Commercial Aerospace and Defense ETF
Holds 54 stocks in defense, 40% of its weight in S&P 500 companies
IDEF
iShares Defense Industrials Active ETF
Holds 155 stocks in defense, 36% of its weight in S&P 500 companies
IssuerGabelliiShares
ThemeDefenseDefense
In the S&P 50040.2%36.2%
Active share vs the S&P 50097.2%95.9%
In the Nasdaq-1002.5%9.2%
Holdings54155
Top ten, share of the fund47.5%35.8%
Expense ratio0.90%not published
Fee for the differing part0.93%not published
Total return, 1 year+14.2%+4.4%
vs the S&P 500−2.4 pts−12.2 pts
vs the Nasdaq-100−7.6 pts−17.4 pts
Below its high−14.2%−13.4%
Net assets$44m$4.3bn

GCAD in plain words

By weight, 40% of GCAD's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 97%. The top ten holdings are 48% of the fund across 54 positions, as filed for Jun 30, 2026. Over the year to Sep 18, 2026 the fund returned +14.2% with distributions reinvested against +16.6% for the S&P 500, so a holder was behind by 2.4 pts. It sits 14.2% below its all-time high of Aug 14, 2026.

IDEF in plain words

By weight, 36% of IDEF's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 96%. The top ten holdings are 36% of the fund across 155 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +4.4% with distributions reinvested against +16.6% for the S&P 500, so a holder was behind by 12.2 pts. It sits 13.4% below its all-time high of Mar 2, 2026.

Questions people ask

Do GCAD and IDEF hold the same stocks?
By their latest filings, 31% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, GCAD or IDEF?
GCAD has 40% of its weight in S&P 500 names and IDEF has 36%, so GCAD differs more from the index.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

GCAD against IDEF, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, GCAD against IDEF, data as of Sep 18, 2026. https://etfiq.com/compare/themes/gcad-vs-idef Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources