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 delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | BEDY | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | $238M | $112.2B | |
| Dividend Yield | 3.88% | 3.13% | |
| Holdings | 61 | 103 | |
| YTD Return | +16.99% | +27.89% | |
| 1Y Return | - | +29.93% | |
| 3Y Return (annualized) | - | +16.13% | |
| 5Y Return (annualized) | - | +10.00% | |
| 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 16.99% versus a gain of 27.89% 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 3.88% against 3.13% for SCHD.
Holdings Overlap
BEDY and SCHD share 10 holdings out of 149 unique holdings combined, representing a 13.6% 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 10 common holdings with a 13.6% weight overlap. Combined, they hold 149 unique securities.
Which pays a higher dividend, BEDY or SCHD?
BEDY yields 3.88% while SCHD yields 3.13%, so BEDY currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.