BEDY - ETF AI Analysis
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BNY Mellon Enhanced Dividend and Income ETF (BEDY)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the year so far and in recent months, indicating positive momentum.
Leading Holdings Performing Well
Most of the top positions, including major financial, health care, technology, and energy names, have delivered strong or steady results, supporting the fund’s returns.
Broad Sector Diversification
Holdings spread across many sectors, with no single area dominating the portfolio, help reduce the impact if one industry struggles.
Negative Factors
Moderately High Expense Ratio
The fund’s fee level is on the higher side for an ETF, which can slightly reduce long-term net returns for investors.
Heavy U.S. Market Dependence
With the vast majority of assets in U.S. companies, the ETF is highly sensitive to the health of the U.S. market and economy.
Some Lagging Top Holding
At least one of the larger positions has shown weak recent performance, which can drag on overall fund results if it does not improve.
BEDY vs. SPDR S&P 500 ETF (SPY)
AUM238.33M
RegionNorth America
Expense Ratio0.50%
Beta0.32
IssuerBNY Mellon
Inception DateDec 08, 2025
Dividend Yield4.46%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume94,049
30 Day Avg. Volume80,301
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
33.60Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering58
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BEDY Summary
The BNY Mellon Enhanced Dividend and Income ETF (BEDY) is an actively managed fund that focuses on large U.S. companies considered “value” stocks—solid businesses that may be priced lower than their long‑term potential. It aims to provide steady dividend income plus some growth, investing across many sectors like financials, health care, and technology. Well-known holdings include JPMorgan Chase and UnitedHealth. Someone might invest in BEDY to seek regular income and broad diversification among established companies. A key risk is that its stock prices and dividends can still go up and down with the overall market, especially financial stocks.
How much will it cost me?The BNY Mellon Enhanced Dividend and Income ETF (BEDY) has an expense ratio of 0.50%, which means you’ll pay $5 per year for every $1,000 invested. This is higher than the average for passively managed ETFs because BEDY is actively managed, requiring more research and decision-making by fund managers to select investments.
What would affect this ETF?The BNY Mellon Enhanced Dividend and Income ETF (BEDY) could benefit from a stable U.S. economy, as its focus on large-cap value stocks and sectors like financials, health care, and technology provides exposure to companies with strong fundamentals and dividend potential. However, rising interest rates or economic slowdowns could negatively impact financial and industrial sectors, which make up a significant portion of the ETF's holdings. Additionally, regulatory changes or sector-specific challenges in energy or health care could pose risks to its performance.
BEDY Top 10 Holdings
BEDY leans heavily on U.S. blue chips, with Microsoft and Cisco giving the fund a tech-powered tailwind as their cloud and AI stories keep rising. Financials are the real backbone, though: JPMorgan, Assurant, and Fifth Third are all pulling their weight, helping the ETF ride steady bank and insurance momentum. On the defensive side, Colgate-Palmolive and Johnson & Johnson are quietly supporting returns, while AT&T is dragging a bit as telecom remains out of favor. Overall, it’s a U.S.-centric, value-tilted mix with financials and mature tech in the driver’s seat.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 4.73% | $12.27M | $3.75T | 1.35% | 79 Outperform | |
| JPMorgan Chase | 3.66% | $9.50M | $941.58B | 17.52% | 72 Outperform | |
| UnitedHealth | 3.02% | $7.82M | $354.59B | 26.81% | 72 Outperform | |
| Fifth Third Bancorp | 2.84% | $7.36M | $49.74B | 19.16% | 71 Outperform | |
| Colgate-Palmolive | 2.77% | $7.18M | $72.51B | 7.94% | 63 Neutral | |
| AT&T | 2.74% | $7.11M | $174.26B | -11.20% | 71 Outperform | |
| Assurant | 2.53% | $6.56M | $14.08B | 30.51% | 73 Outperform | |
| Cisco Systems | 2.51% | $6.50M | $442.03B | 62.32% | 77 Outperform | |
| Johnson & Johnson | 2.47% | $6.41M | $640.48B | 51.48% | 78 Outperform | |
| SLB | 2.39% | $6.19M | $81.64B | 55.62% | 75 Outperform |
BEDY Technical Analysis
Positive
―
Price Trends
29.38
Positive
28.50
Positive
Market Momentum
0.24
Positive
61.07
Neutral
29.35
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BEDY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.07, equal to the 50-day MA of 29.38, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.24 indicates Positive momentum. The RSI at 61.07 is Neutral, neither overbought nor oversold. The STOCH value of 29.35 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BEDY.
BEDY Peer Comparison
Comparison Results
Performance Comparison
BEDY
BNY Mellon Enhanced Dividend and Income ETF
30.12
5.21
20.92%
JDVL
John Hancock Disciplined Value Select ETF
―
―
―
BASV
Brown Advisory Sustainable Value ETF
―
―
―
FLV
American Century Focused Large Cap Value ETF
―
―
―
BLCV
BlackRock Large Cap Value ETF
―
―
―
ASLV
Allspring Special Large Value ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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