Gabelli Commercial Aerospace & Defense ETF Q3 2025 Commentary

2025-12-07 09:22:00 ET

Commentary

The Gabelli Commercial Aerospace & Defense ETF ( GCAD ) posted solid gains in Q3 2025, underscoring the aerospace and defense sector’s enduring strength against heightened trade frictions, including expanded President Trump’s tariff measures on imported aircraft components and rare earth materials. The industry’s U.S.-focused production ecosystem and unwavering DoD procurement priorities cushioned against escalating input costs, fostering resilience. GCAD’s core positions—Boeing and Lockheed Martin—exhibited agility, drawing on their broad international footprints and long-term government deals to offset tariff-induced headwinds. This sector fortitude, paired with a bright multi-year horizon, cements GCAD’s role as a steadfast option for investors in an unpredictable trade landscape....

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