BEDY vs SCHD
BNY Mellon Enhanced Dividend and Income ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | BEDY | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | $182M | $103.7B | |
| Dividend Yield | 3.29% | 3.31% | |
| Holdings | 64 | 104 | |
| YTD Return | +16.36% | +24.26% | |
| 1Y Return | - | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -6.3% | -33.4% | |
| Fund Family | BNY Mellon Investment Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 8, 2025 | Oct 20, 2011 |
BEDY vs SCHD Performance
BNY Mellon Enhanced Dividend and Income ETF (BEDY) is a ETF from BNY Mellon Investment Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, BEDY is up 16.36% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -6.3% for BEDY and -33.4% for SCHD. 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 SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, BEDY currently yields 3.29% against 3.31% for SCHD.
Holdings Overlap
BEDY and SCHD share 9 holdings out of 151 unique holdings combined, representing a 15.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BEDY or SCHD?
BEDY has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
What is the holdings overlap between BEDY and SCHD?
BEDY and SCHD share 9 common holdings with a 15.9% weight overlap. Combined, they hold 151 unique securities.
Which pays a higher dividend, BEDY or SCHD?
BEDY yields 3.29% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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