BEDY vs IVV

BEDY vs IVV
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Quick Verdict

IVV has a lower expense ratio. BEDY delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: BEDYMore Diversified: IVV

Side-by-Side Comparison

MetricBEDYIVVWinner
Expense Ratio0.50%0.03%
AUM$216M$907.0B
Dividend Yield3.88%1.10%
Holdings61508
YTD Return+17.55%+12.96%
1Y Return-+20.70%
3Y Return (annualized)-+22.10%
5Y Return (annualized)-+13.40%
Volatility (annualized)-15.1%
Max Drawdown-6.3%-56.5%
Fund FamilyBNY Mellon Investment ManagementiShares by BlackRock (US)
CategoryEquityEquity
InceptionDec 8, 2025May 15, 2000

BEDY vs IVV Performance

BNY Mellon Enhanced Dividend and Income ETF (BEDY) is a ETF from BNY Mellon Investment Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, BEDY is up 17.55% versus a gain of 12.96% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -6.3% for BEDY and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

BEDY charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, BEDY currently yields 3.88% against 1.10% for IVV.

Holdings Overlap

15.5%overlap

BEDY and IVV share 50 holdings out of 513 unique holdings combined, representing a 15.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BEDYWeight in IVVDifference
MSFT2.50%4.57%2.07%
JPM4.19%1.43%2.76%
UNH3.64%0.61%3.03%
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TProProPro
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Frequently Asked Questions

Which is cheaper, BEDY or IVV?

BEDY has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

What is the holdings overlap between BEDY and IVV?

BEDY and IVV share 50 common holdings with a 15.5% weight overlap. Combined, they hold 513 unique securities.

Which pays a higher dividend, BEDY or IVV?

BEDY yields 3.88% while IVV yields 1.10%, so BEDY currently pays the higher dividend yield.

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