BEDY vs SCHD

BEDY vs SCHD

Which is better, BEDY or SCHD?

SCHD has been ahead.

SCHD has a lower expense ratio. SCHD led over 1Y.

Lower Fees: SCHDHigher Returns (1Y): SCHD

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

MetricBEDYSCHD
Expense Ratio0.50%0.06%Best
AUM$336M$119.9B
Dividend Yield5.87%2.96%
Holdings122204
YTD Return+17.58%+33.09%Best
1Y Return+20.50%+37.17%Best
3Y Return (annualized)-+20.32%
5Y Return (annualized)-+10.36%
Fund FamilyBNY Mellon Investment ManagementCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionDec 8, 2025Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

BEDY vs SCHD 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 SCHD Performance

BNY Mellon Enhanced Dividend and Income ETF (BEDY) is an ETF from BNY Mellon Investment Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BEDY returned +20.50% while SCHD returned +37.17%. Year to date, BEDY is up 17.58% versus a gain of 33.09% for SCHD.

Past performance does not guarantee future results.

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 5.87% against 2.96% for SCHD.

Holdings Overlap

SCHD already in BEDY26.2%

At least 26.2% of SCHD's money is in holdings BEDY also owns.

Stated as a floor: for BEDY, our book for it covers 92.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

SCHD and BEDY share little of their money.

10 positions in common, counted across the 59 positions we hold weights for in BEDY and 98 in SCHD, against full books of 122 and 204.

Top Shared Holdings

StockWeight in BEDYWeight in SCHDDifference
UNHUnitedhealth Group Incorporated3.01%4.07%1.06%
TXNTexas Instrument Inc2.09%4.53%2.44%
KOCoca Cola Co.1.90%4.28%2.38%
MRKMerck & Company Inc1.21%4.00%2.79%
FITBFifth Third Bancorp3.25%1.12%2.13%
SLBSchlumberger Nv.2.45%1.80%0.65%
BMYBristol-Myers Squibb Co.0.69%3.02%2.33%
DVNDevon Energy Corp.1.52%1.37%0.15%
TGTTARGET CORP0.79%1.76%0.97%
ORIOld Republic International Corp1.52%0.21%1.31%

26.2% of SCHD is already inside BEDY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BEDYSCHD

Free for up to 10 holdings. No account needed.

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, by $44 a year on a $10,000 investment.

Which performed better, BEDY or SCHD?

Over the past year BEDY returned +20.50% vs +37.17% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between BEDY and SCHD?

At least 26.2% of SCHD's money is in holdings BEDY also owns. Our book for BEDY is partial, so the real figure is this or higher. They hold 10 positions in common, counted across the 59 positions we hold weights for in BEDY and 98 in SCHD.

Which pays a higher dividend, BEDY or SCHD?

BEDY yields 5.87% while SCHD yields 2.96%, so BEDY currently pays the higher dividend yield.

Is SCHD better than BEDY?

SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.