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BEDY vs. DTD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BEDY vs. DTD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BNY Mellon Enhanced Dividend Income ETF (BEDY) and WisdomTree U.S. Total Dividend Fund (DTD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BEDY achieves a 12.74% return, which is significantly higher than DTD's 10.39% return.


BEDY

1D
0.83%
1M
2.54%
YTD
12.74%
6M
11.90%
1Y
3Y*
5Y*
10Y*

DTD

1D
0.15%
1M
0.37%
YTD
10.39%
6M
9.86%
1Y
22.30%
3Y*
17.90%
5Y*
12.27%
10Y*
12.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BEDY vs. DTD - Yearly Performance Comparison


Correlation

The correlation between BEDY and DTD is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 8, 2025

0.87

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Return for Risk

BEDY vs. DTD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BEDY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


DTD
DTD Risk / Return Rank: 7777
Overall Rank
DTD Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
DTD Sortino Ratio Rank: 7979
Sortino Ratio Rank
DTD Omega Ratio Rank: 7676
Omega Ratio Rank
DTD Calmar Ratio Rank: 7373
Calmar Ratio Rank
DTD Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BEDY vs. DTD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Enhanced Dividend Income ETF (BEDY) and WisdomTree U.S. Total Dividend Fund (DTD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BEDYDTDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.43

Calmar ratioReturn relative to maximum drawdown

3.55

Martin ratioReturn relative to average drawdown

14.68

BEDY vs. DTD - Sharpe Ratio Comparison


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Drawdowns

BEDY vs. DTD - Drawdown Comparison

The maximum BEDY drawdown since its inception was -6.25%, smaller than the maximum DTD drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for BEDY and DTD.


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Drawdown Indicators


BEDYDTDDifference

Max Drawdown

Largest peak-to-trough decline

-6.25%

-58.19%

+51.94%

Max Drawdown (1Y)

Largest decline over 1 year

-6.30%

Max Drawdown (3Y)

Largest decline over 3 years

-14.41%

Max Drawdown (5Y)

Largest decline over 5 years

-16.14%

Max Drawdown (10Y)

Largest decline over 10 years

-37.29%

Current Drawdown

Current decline from peak

-0.16%

-0.92%

+0.76%

Average Drawdown

Average peak-to-trough decline

-1.28%

-7.32%

+6.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.52%

Volatility

BEDY vs. DTD - Volatility Comparison


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Volatility by Period


BEDYDTDDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.66%

Volatility (6M)

Calculated over the trailing 6-month period

7.13%

Volatility (1Y)

Calculated over the trailing 1-year period

12.15%

9.43%

+2.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.15%

13.57%

-1.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.15%

16.22%

-4.07%

BEDY vs. DTD - Expense Ratio Comparison

BEDY has a 0.50% expense ratio, which is higher than DTD's 0.28% expense ratio.


Dividends

BEDY vs. DTD - Dividend Comparison

BEDY's dividend yield for the trailing twelve months is around 3.28%, more than DTD's 1.86% yield.


PositionTTM20252024202320222021202020192018201720162015
BEDY
BNY Mellon Enhanced Dividend Income ETF
3.28%0.09%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DTD
WisdomTree U.S. Total Dividend Fund
1.86%1.99%2.07%2.43%2.62%2.04%2.73%2.50%2.93%2.36%2.66%2.81%

Frequently Asked Questions


BEDY and DTD have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DTD is cheaper at 0.28% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DTD is cheaper with a 0.28% expense ratio, compared with 0.50% for BEDY.

BEDY has the higher dividend yield at 3.28%, compared with 1.86% for DTD.

They also come from different issuers: BNY Mellon and WisdomTree. Their fees differ too: 0.50% for BEDY and 0.28% for DTD.

Portfolio Optimizer

Find the right allocation for BEDY and DTD

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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