BEDY vs IVV
BNY Mellon Enhanced Dividend and Income ETF vs iShares Core S&P 500 ETF
Which is better, BEDY or IVV?
Large Cap Value against Large Cap Blend.
IVV has a lower expense ratio. BEDY led over 1Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 40.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BEDY | IVV |
|---|---|---|
| Expense Ratio | 0.50% | 0.03%Best |
| AUM | $241M | $876.4B |
| Dividend Yield | 4.50% | 1.06% |
| Holdings | 61 | 508 |
| YTD Return | +14.75%Best | +12.39% |
| 1Y Return | - | +16.61% |
| 3Y Return (annualized) | - | +21.38% |
| 5Y Return (annualized) | - | +13.51% |
| Top 10 Weight | 40.6% | 37.8%Best |
| Fund Family | BNY Mellon Investment Management | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Dec 8, 2025 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BEDY vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BEDY vs IVV Performance
BNY Mellon Enhanced Dividend and Income ETF (BEDY) is an ETF from BNY Mellon Investment Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, BEDY is up 14.75% versus a gain of 12.39% for IVV.
Past performance does not guarantee future results.
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 4.50% against 1.06% for IVV.
Holdings Overlap
77.8% of BEDY's money is in holdings IVV also owns. 18.2% of IVV's money is in holdings BEDY also owns.
Most of BEDY is already inside IVV. Owning both mostly buys the same companies twice.
49 positions in common, counted across the 58 positions we hold weights for in BEDY and 490 in IVV, against full books of 61 and 508.
What only one of them owns
Our book lists 433 positions for IVV that do not appear in our book for BEDY (80.4% of the fund), and 7 for BEDY that do not appear in IVV (19.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BEDY | Weight in IVV | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 5.15% | 5.69% | 0.54% |
| JPMJpmorgan Chase | 4.01% | 1.44% | 2.57% |
| UNHUnitedhealth Group Incorporated | 3.29% | 0.53% | 2.76% |
| JNJJohnson & Johnson - Common | 2.70% | 0.97% | 1.73% |
| CSCOCisco Systems Inc. - Ordinary Shares | 2.78% | 0.66% | 2.12% |
| TBBAt&t Inc | 3.00% | 0.27% | 2.73% |
| FITBFifth Third Bancorp | 3.08% | 0.07% | 3.01% |
| CLColgate-Palmolive Co | 3.02% | 0.11% | 2.91% |
| SLBSchlumberger Nv. | 2.95% | 0.14% | 2.81% |
| AIZAssurant, Inc. | 2.68% | 0.02% | 2.66% |
77.8% of BEDY is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $47 a year on a $10,000 investment.
What is the holdings overlap between BEDY and IVV?
77.8% of BEDY's money is in holdings IVV also owns. 18.2% of IVV's is in holdings BEDY also owns. They hold 49 positions in common, counted across the 58 positions we hold weights for in BEDY and 490 in IVV.
Which pays a higher dividend, BEDY or IVV?
BEDY yields 4.50% while IVV yields 1.06%, so BEDY currently pays the higher dividend yield.
Is IVV better than BEDY?
IVV has a lower expense ratio. BEDY led over 1Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 40.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.