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BEDY vs. IUSV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

BEDY vs. IUSV

Last updated Apr 2, 2026

Compare and contrast key facts about BNY Mellon Enhanced Dividend Income ETF (BEDY) and iShares Core S&P U.S. Value ETF (IUSV).

BEDY and IUSV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BEDY is an actively managed fund by BNY Mellon. It was launched on Dec 8, 2025. IUSV is a passively managed fund by iShares that tracks the performance of the S&P 900 Value Index. It was launched on Jul 24, 2000.

Performance

BEDY vs. IUSV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BNY Mellon Enhanced Dividend Income ETF (BEDY) and iShares Core S&P U.S. Value ETF (IUSV). The values are adjusted to include any dividend payments, if applicable.

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BEDY vs. IUSV - Yearly Performance Comparison

2026 (YTD)2025
BEDY
BNY Mellon Enhanced Dividend Income ETF		3.56%1.62%
IUSV
iShares Core S&P U.S. Value ETF		0.24%0.78%

Returns By Period

In the year-to-date period, BEDY achieves a 3.56% return, which is significantly higher than IUSV's 0.24% return.

BEDY

1D
0.06%
1M
-3.21%
YTD
3.56%
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—

IUSV

1D
0.14%
1M
-4.43%
YTD
0.24%
6M
3.09%
1Y
13.16%
3Y*
13.74%
5Y*
10.28%
10Y*
11.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BNY Mellon Enhanced Dividend Income ETF

iShares Core S&P U.S. Value ETF

Often compared with BEDY:
BEDY vs. BKCIBEDY vs. BKSEBEDY vs. BKMCBEDY vs. BKAGBEDY vs. BKEMBEDY vs. BKLCBEDY vs. DIVZ
Often compared with IUSV:
IUSV vs. IUSGIUSV vs. VTVIUSV vs. SCHDIUSV vs. SPYIUSV vs. VOOIUSV vs. VLUEIUSV vs. DGRO

BEDY vs. IUSV - Expense Ratio Comparison

BEDY has a 0.50% expense ratio, which is higher than IUSV's 0.04% expense ratio.

BEDY
BNY Mellon Enhanced Dividend Income ETF
IUSV
iShares Core S&P U.S. Value ETF

Return for Risk

BEDY vs. IUSV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BEDY
IUSV
IUSV Risk / Return Rank: 4545
Overall Rank
IUSV Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
IUSV Sortino Ratio Rank: 4343
Sortino Ratio Rank
IUSV Omega Ratio Rank: 4747
Omega Ratio Rank
IUSV Calmar Ratio Rank: 4040
Calmar Ratio Rank
IUSV Martin Ratio Rank: 5050
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. IUSV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Enhanced Dividend Income ETF (BEDY) and iShares Core S&P U.S. Value ETF (IUSV). 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.

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

BEDY vs. IUSV - Sharpe Ratio Comparison

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Sharpe Ratios by Period

BEDYIUSVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

0.84

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.71

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.68

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.45

0.59

+0.86

Correlation

The correlation between BEDY and IUSV is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

BEDY vs. IUSV - Dividend Comparison

BEDY's dividend yield for the trailing twelve months is around 2.14%, more than IUSV's 1.80% yield.

TTM20252024202320222021202020192018201720162015
BEDY
BNY Mellon Enhanced Dividend Income ETF		2.14%0.09%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IUSV
iShares Core S&P U.S. Value ETF		1.80%1.78%2.15%1.75%2.22%1.87%2.40%2.19%2.67%1.93%4.44%7.63%

Drawdowns

BEDY vs. IUSV - Drawdown Comparison

The maximum BEDY drawdown since its inception was -6.25%, smaller than the maximum IUSV drawdown of -56.88%. Use the drawdown chart below to compare losses from any high point for BEDY and IUSV.

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Drawdown Indicators

BEDYIUSVDifference

Max Drawdown

Largest peak-to-trough decline

-6.25%

-56.88%

+50.63%

Max Drawdown (1Y)

Largest decline over 1 year

—

-12.13%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-17.95%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-37.54%

—

Current Drawdown

Current decline from peak

-3.99%

-4.51%

+0.52%

Average Drawdown

Average peak-to-trough decline

-1.55%

-6.33%

+4.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.61%

—

Volatility

BEDY vs. IUSV - Volatility Comparison

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Volatility by Period

BEDYIUSVDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

3.86%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

7.79%

—

Volatility (1Y)

Calculated over the trailing 1-year period

12.42%

15.67%

-3.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.42%

14.60%

-2.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.42%

17.08%

-4.66%