BEDY vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricBEDYSPYWinner
Expense Ratio0.50%0.09%
AUM$182M$789.1B
Dividend Yield3.29%1.01%
Holdings64505
YTD Return+17.02%+13.39%
1Y Return-+22.52%
3Y Return (annualized)-+21.36%
5Y Return (annualized)-+13.19%
Volatility (annualized)-15.3%
Max Drawdown-6.3%-56.5%
Fund FamilyBNY Mellon Investment ManagementState Street Investment Management
CategoryEquityEquity
InceptionDec 8, 2025Jan 22, 1993

BEDY vs SPY Performance

BNY Mellon Enhanced Dividend and Income ETF (BEDY) is a ETF from BNY Mellon Investment Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, BEDY is up 17.02% versus a gain of 13.39% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -6.3% for BEDY and -56.5% for SPY. 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 SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, BEDY currently yields 3.29% against 1.01% for SPY.

Holdings Overlap

12.8%overlap

BEDY and SPY share 50 holdings out of 513 unique holdings combined, representing a 12.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BEDYWeight in SPYDifference
JPM:US3.67%1.40%2.27%
UNH3.96%0.59%3.37%
TXN4.00%0.43%3.57%
AMATProProPro
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CSCOProProPro
CLProProPro
FITBProProPro
SLB:CWProProPro
AIZProProPro
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Frequently Asked Questions

Which is cheaper, BEDY or SPY?

BEDY has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

What is the holdings overlap between BEDY and SPY?

BEDY and SPY share 50 common holdings with a 12.8% weight overlap. Combined, they hold 513 unique securities.

Which pays a higher dividend, BEDY or SPY?

BEDY yields 3.29% while SPY yields 1.01%, so BEDY currently pays the higher dividend yield.

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