BEDY vs ULVM

BEDY vs ULVM

Which is better, BEDY or ULVM?

BEDY has been ahead.

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

Lower Fees: ULVMHigher 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

MetricBEDYULVM
Expense Ratio0.50%0.20%Best
AUM$284M$260M
Dividend Yield5.43%1.81%
Holdings121126
YTD Return+14.50%Best+13.74%
1Y Return-+17.70%
3Y Return (annualized)-+21.11%
5Y Return (annualized)-+11.11%
Fund FamilyBNY Mellon Investment ManagementVictory Capital Management Inc.
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionDec 8, 2025Oct 24, 2017

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

BEDY vs ULVM 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 VTIULVM against:ULVM vs VXUS

BEDY vs ULVM Performance

BNY Mellon Enhanced Dividend and Income ETF (BEDY) is an ETF from BNY Mellon Investment Management and VictoryShares US Value Momentum ETF (ULVM) is an ETF from Victory Capital Management Inc.. Year to date, BEDY is up 14.50% versus a gain of 13.74% for ULVM.

Past performance does not guarantee future results.

Fees and Cost Over Time

BEDY charges 0.50% per year while ULVM charges 0.20%. On a $10,000 position that is $50 vs $20 annually, a gap of $30 per year that compounds over a long holding period. On income, BEDY currently yields 5.43% against 1.81% for ULVM.

Holdings Overlap

ULVM already in BEDY12.1%

At least 12.1% of ULVM'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.

ULVM and BEDY share little of their money.

15 positions in common, counted across the 57 positions we hold weights for in BEDY and 125 in ULVM, against full books of 121 and 126.

Top Shared Holdings

StockWeight in BEDYWeight in ULVMDifference
JNJJohnson & Johnson - Common2.71%1.19%1.52%
UNHUnitedhealth Group Incorporated2.80%0.64%2.16%
COFCapital One Financial Corp.1.88%0.68%1.20%
DALDl Co., Ltd.1.88%0.68%1.20%
ELVElevance Health Inc1.87%0.66%1.21%
OXYOccidental Petroleum Corp.1.81%0.64%1.17%
CBChubb Ltd Common Stock Usd 24.150.96%1.20%0.24%
TGTTARGET CORP1.20%0.77%0.43%
CCitigroup Inc.1.16%0.78%0.38%
CSXCsx Corp.0.86%1.04%0.18%

You are not choosing between two funds in isolation.

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

BEDYULVM

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Frequently Asked Questions

Which is cheaper, BEDY or ULVM?

BEDY has an expense ratio of 0.50% while ULVM charges 0.20%. ULVM is the cheaper option, by $30 a year on a $10,000 investment.

What is the holdings overlap between BEDY and ULVM?

At least 12.1% of ULVM's money is in holdings BEDY also owns. Our book for BEDY is partial, so the real figure is this or higher. They hold 15 positions in common, counted across the 57 positions we hold weights for in BEDY and 125 in ULVM.

Which pays a higher dividend, BEDY or ULVM?

BEDY yields 5.43% while ULVM yields 1.81%, so BEDY currently pays the higher dividend yield.

Is ULVM better than BEDY?

ULVM 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.