BEDY vs FDRR

BEDY vs FDRR

Which is better, BEDY or FDRR?

BEDY has been ahead.

FDRR has a lower expense ratio. BEDY led over 1Y.

Lower Fees: FDRRHigher Returns (1Y): BEDY

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

MetricBEDYFDRR
Expense Ratio0.50%0.15%Best
AUM$284M$749M
Dividend Yield5.43%2.05%
Holdings121108
YTD Return+14.50%Best+14.46%
1Y Return-+21.24%
3Y Return (annualized)-+22.78%
5Y Return (annualized)-+13.09%
Fund FamilyBNY Mellon Investment ManagementFidelity Investments (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionDec 8, 2025Sep 12, 2016

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

BEDY vs FDRR 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.

Compare BEDY against instead:BEDY vs SPYBEDY vs QQQBEDY vs VOOBEDY vs VTIFDRR against:FDRR vs VXUS

BEDY vs FDRR Performance

BNY Mellon Enhanced Dividend and Income ETF (BEDY) is an ETF from BNY Mellon Investment Management and Fidelity Dividend ETF for Rising Rates (FDRR) is an ETF from Fidelity Investments (US). Year to date, BEDY is up 14.50% versus a gain of 14.46% for FDRR.

Past performance does not guarantee future results.

Fees and Cost Over Time

BEDY charges 0.50% per year while FDRR charges 0.15%. On a $10,000 position that is $50 vs $15 annually, a gap of $35 per year that compounds over a long holding period. On income, BEDY currently yields 5.43% against 2.05% for FDRR.

Holdings Overlap

FDRR already in BEDY24.4%

At least 24.4% of FDRR's money is in holdings BEDY also owns.

Stated as a floor: for BEDY, our book for it covers 90.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

FDRR and BEDY share little of their money.

20 positions in common, counted across the 57 positions we hold weights for in BEDY and 108 in FDRR, against full books of 121 and 108.

Top Shared Holdings

StockWeight in BEDYWeight in FDRRDifference
MSFTMicrosoft Corp5.05%6.63%1.58%
JPMJpmorgan Chase4.03%2.01%2.02%
CSCOCisco Systems Inc. - Ordinary Shares2.83%1.90%0.93%
JNJJohnson & Johnson - Common2.71%1.58%1.13%
UNHUnitedhealth Group Incorporated2.80%1.36%1.44%
TAT&T Inc.3.04%0.31%2.73%
KOCoca Cola Co.1.78%0.90%0.88%
PMPhilip Morris International Inc.1.73%0.83%0.90%
ORIOld Republic International Corp1.71%0.65%1.06%
RTXRtx Corp.1.48%0.81%0.67%

24.4% of FDRR 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.

BEDYFDRR

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Frequently Asked Questions

Which is cheaper, BEDY or FDRR?

BEDY has an expense ratio of 0.50% while FDRR charges 0.15%. FDRR is the cheaper option, by $35 a year on a $10,000 investment.

What is the holdings overlap between BEDY and FDRR?

At least 24.4% of FDRR's money is in holdings BEDY also owns. Our book for BEDY is partial, so the real figure is this or higher. They hold 20 positions in common, counted across the 57 positions we hold weights for in BEDY and 108 in FDRR.

Which pays a higher dividend, BEDY or FDRR?

BEDY yields 5.43% while FDRR yields 2.05%, so BEDY currently pays the higher dividend yield.

Is FDRR better than BEDY?

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