BEDY vs LVDS

BEDY vs LVDS

Which is better, BEDY or LVDS?

BEDY has been ahead.

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

Lower Fees: LVDSHigher 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

MetricBEDYLVDS
Expense Ratio0.50%0.30%Best
AUM$284M$114M
Dividend Yield5.43%7.56%
Holdings121133
YTD Return+14.50%+20.52%Best
1Y Return-+25.95%
Fund FamilyBNY Mellon Investment ManagementJ.P. Morgan Asset Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionDec 8, 2025Jul 11, 2025

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

BEDY vs LVDS 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 VTILVDS against:LVDS vs VXUS

BEDY vs LVDS Performance

BNY Mellon Enhanced Dividend and Income ETF (BEDY) is an ETF from BNY Mellon Investment Management and JPMorgan Fundamental Data Science Large Value ETF (LVDS) is an ETF from J.P. Morgan Asset Management. Year to date, BEDY is up 14.50% versus a gain of 20.52% for LVDS.

Past performance does not guarantee future results.

Fees and Cost Over Time

BEDY charges 0.50% per year while LVDS charges 0.30%. On a $10,000 position that is $50 vs $30 annually, a gap of $20 per year that compounds over a long holding period. On income, BEDY currently yields 5.43% against 7.56% for LVDS.

Holdings Overlap

LVDS already in BEDY25.4%

At least 25.4% of LVDS'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.

LVDS and BEDY share little of their money.

23 positions in common, counted across the 57 positions we hold weights for in BEDY and 131 in LVDS, against full books of 121 and 133.

Top Shared Holdings

StockWeight in BEDYWeight in LVDSDifference
MSFTMicrosoft Corp5.05%5.92%0.87%
JNJJohnson & Johnson - Common2.71%1.45%1.26%
UNHUnitedhealth Group Incorporated2.80%1.13%1.67%
XOMExxonmobil Corp.1.00%2.46%1.46%
PMPhilip Morris International Inc.1.73%1.66%0.07%
TAT&T Inc.3.04%0.28%2.76%
CSCOCisco Systems Inc. - Ordinary Shares2.83%0.28%2.55%
RTXRtx Corp.1.48%1.32%0.16%
ABBVAbbvie Inc.0.64%1.93%1.29%
TXNTexas Instrument Inc1.96%0.54%1.42%

25.4% of LVDS 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.

BEDYLVDS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BEDY or LVDS?

BEDY has an expense ratio of 0.50% while LVDS charges 0.30%. LVDS is the cheaper option, by $20 a year on a $10,000 investment.

What is the holdings overlap between BEDY and LVDS?

At least 25.4% of LVDS's money is in holdings BEDY also owns. Our book for BEDY is partial, so the real figure is this or higher. They hold 23 positions in common, counted across the 57 positions we hold weights for in BEDY and 131 in LVDS.

Which pays a higher dividend, BEDY or LVDS?

BEDY yields 5.43% while LVDS yields 7.56%, so LVDS currently pays the higher dividend yield.

Is LVDS better than BEDY?

LVDS 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.