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BEDY - ETF AI Analysis
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BNY Mellon Enhanced Dividend and Income ETF (BEDY)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several top holdings, such as Johnson & Johnson and Exxon Mobil, are well-established companies that have historically delivered steady performance.
Sector Diversification
The ETF spreads its investments across multiple sectors, including Financials, Health Care, and Technology, reducing reliance on any single industry.
Moderate Expense Ratio
The ETF’s expense ratio is reasonable compared to many actively managed funds, helping investors retain more of their returns.
Negative Factors
High Financial Sector Exposure
With over a quarter of the portfolio in the Financial sector, the fund is vulnerable to downturns in this industry.
Limited Geographic Diversification
The ETF is heavily concentrated in U.S. companies, offering minimal exposure to international markets.
Small Asset Base
The fund’s relatively low assets under management could lead to less liquidity and higher trading costs for investors.
BEDY vs. SPDR S&P 500 ETF (SPY)
AUM124.23M
RegionNorth America
Expense Ratio0.50%
Beta0.58
IssuerBNY Mellon
Inception DateDec 08, 2025
Dividend Yield0.09%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume22,610
30 Day Avg. Volume44,377
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
29.85Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering59
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BEDY Summary
The BNY Mellon Enhanced Dividend and Income ETF (Ticker: BEDY) is an actively managed fund that focuses on large U.S. companies with strong financial health and the potential for steady dividend income. It invests in well-known names like Johnson & Johnson and Exxon Mobil, targeting value stocks that may be undervalued but have solid earnings potential. This ETF is a good choice for investors seeking income through dividends and long-term growth while diversifying their portfolio with stable, established companies. However, since the fund is heavily invested in financial and healthcare sectors, its performance could be impacted if these industries face challenges.
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
The BNY Mellon Enhanced Dividend and Income ETF (BEDY) leans heavily into financials, with names like JPMorgan Chase and Bank of America providing steady, if unspectacular, support to the fund’s performance. Health care stocks like Johnson & Johnson are rising steadily, while UnitedHealth has struggled recently, dragging slightly on returns. Energy giant Exxon Mobil adds a spark with its robust earnings momentum, though concerns around cash flow temper its shine. Overall, the fund’s U.S.-focused, value-driven strategy is anchored in stability, with financials and health care leading the charge but a few mixed performers keeping gains in check.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Johnson & Johnson | 3.60% | $4.45M | $530.38B | 49.94% | 78 Outperform | |
| Assurant | 3.43% | $4.23M | $11.69B | 10.66% | 73 Outperform | |
| Exxon Mobil | 3.39% | $4.19M | $569.19B | 24.21% | 74 Outperform | |
| Cisco Systems | 3.37% | $4.16M | $294.71B | 19.86% | 77 Outperform | |
| UnitedHealth | 3.24% | $4.00M | $322.71B | -33.10% | 72 Outperform | |
| L3Harris Technologies | 3.22% | $3.98M | $66.35B | 62.24% | 70 Neutral | |
| JPMorgan Chase | 3.16% | $3.91M | $810.47B | 12.42% | 72 Outperform | |
| Texas Instruments | 2.55% | $3.15M | $175.65B | 4.20% | 78 Outperform | |
| Omnicom Group | 2.27% | $2.80M | $25.10B | -7.82% | 73 Outperform | |
| Applied Materials | 2.27% | $2.80M | $255.63B | 72.63% | 77 Outperform |
BEDY Technical Analysis
Positive
―
Price Trends
Market Momentum
0.32
Negative
62.52
Neutral
49.24
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 27.22, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.32 indicates Negative momentum. The RSI at 62.52 is Neutral, neither overbought nor oversold. The STOCH value of 49.24 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
27.54
1.44
5.52%
TVAL
T. Rowe Price Value ETF
―
―
―
FLV
American Century Focused Large Cap Value ETF
―
―
―
BASV
Brown Advisory Sustainable Value ETF
―
―
―
ASLV
Allspring Special Large Value ETF
―
―
―
QUVU
Hartford Quality 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.
Disclaimer
This 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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