BEDY vs IVV

BEDY vs IVV

Which is better, BEDY or IVV?

Large Cap Value against Large Cap Blend.

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

Lower Fees: IVVHigher 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

MetricBEDYIVV
Expense Ratio0.50%0.03%Best
AUM$284M$896.5B
Dividend Yield5.43%1.10%
Holdings121508
YTD Return+14.50%Best+13.59%
1Y Return-+17.54%
3Y Return (annualized)-+22.46%
5Y Return (annualized)-+13.28%
Fund FamilyBNY Mellon Investment ManagementiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionDec 8, 2025May 15, 2000

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

BEDY vs IVV 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 IVV Performance

BNY Mellon Enhanced Dividend and Income ETF (BEDY) is an ETF from BNY Mellon Investment Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, BEDY is up 14.50% versus a gain of 13.59% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

BEDY charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, BEDY currently yields 5.43% against 1.10% for IVV.

Holdings Overlap

IVV already in BEDY17.8%

At least 17.8% of IVV'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.

IVV and BEDY share little of their money.

50 positions in common, counted across the 57 positions we hold weights for in BEDY and 506 in IVV, against full books of 121 and 508.

Top Shared Holdings

StockWeight in BEDYWeight in IVVDifference
MSFTMicrosoft Corp5.05%5.76%0.71%
JPMJpmorgan Chase4.03%1.34%2.69%
JNJJohnson & Johnson - Common2.71%0.94%1.77%
CSCOCisco Systems Inc. - Ordinary Shares2.83%0.65%2.18%
UNHUnitedhealth Group Incorporated2.80%0.50%2.30%
TAT&T Inc.3.04%0.25%2.79%
FITBFifth Third Bancorp3.15%0.07%3.08%
SLBSchlumberger Nv.2.76%0.11%2.65%
AIZAssurant, Inc.2.58%0.02%2.56%
CLColgate-Palmolive Co2.29%0.10%2.19%

You are not choosing between two funds in isolation.

Whichever of BEDY and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BEDYIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BEDY or IVV?

BEDY has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option, by $47 a year on a $10,000 investment.

What is the holdings overlap between BEDY and IVV?

At least 17.8% of IVV's money is in holdings BEDY also owns. Our book for BEDY is partial, so the real figure is this or higher. They hold 50 positions in common, counted across the 57 positions we hold weights for in BEDY and 506 in IVV.

Which pays a higher dividend, BEDY or IVV?

BEDY yields 5.43% while IVV yields 1.10%, so BEDY currently pays the higher dividend yield.

Is IVV better than BEDY?

IVV 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.