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OAKMvsBEDYETF Comparison
Oakmark U.S. Large Cap ETF (OAKM) belongs to the US Large Cap Value segment. BNY Mellon Enhanced Dividend and Income ETF (BEDY) is part of the US Multi-Factor segment. OAKM's top 3 sector exposures are Financials, Energy and Health Care. In contrast, BEDY's top sector exposures are Financials, Health Care and Industrials. OAKM is more expensive with a Total Expense Ratio (TER) of 0.64%, versus 0.5% for BEDY. OAKM is down -3.53% year-to-date (YTD) with +$136M in YTD flows. BEDY performs better with 3.13% YTD performance, and +$1M in YTD flows. Run a side-by-side ETF comparison of OAKM and BEDY below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
OAKM vs BEDY performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OAKM BEDY | -5.04%-4.21% | -3.49%+3.38% | -3.53%+3.13% | +14.09%n/a | n/an/a | n/an/a |
| Flows | OAKM BEDY | -$55M+$10M | +$192M-$6M | +$136M+$1M | +$806M- | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OAKM BEDY | +14.51%+12.10% | +18.29%n/a | n/an/a | n/an/a |
| Max drawdown | OAKM BEDY | -5.92%-4.35% | -13.48%n/a | n/an/a | n/an/a |
| Max drawdown duration | OAKM BEDY | 61d16d | 46dn/a | n/an/a | n/an/a |
OAKM | BEDY | |
Last sale 3/12/2026 at 5:02 PM | $27.10 | $26.74 |
| Previous close 03/11/2026 | $27.38 | $27.02 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
OAKM | BEDY | |
|---|---|---|
| Last price | $27.10 | $26.74 |
| 1D performance | -1.02% | -1.03% |
| AuM | $1.04 B | $130.31 M |
| E/R | 0.64% | 0.5% |
OAKM | BEDY | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Oakmark Funds | BNY Mellon |
| Benchmark | - | - |
| N° of holdings | 36 | 57 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 2, 2024 | December 5, 2025 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the OAKM and BEDY ETFs performed in 2026?
As of March 10, 2026, OAKM is down -3.53% year-to-date (YTD), while BEDY has returned 3.13%. That puts BEDY better performer ahead so far this year.
Which ETF is attracting more investor money: OAKM or BEDY?
Year-to-date, the OAKM ETF saw +$136M in flows, compared to +$1M for BEDY.
Which ETF is bigger: OAKM or BEDY?
As of March 10, 2026, OAKM holds $1.04 B in assets under management (AUM), while BEDY manages $130.31 M.
What sectors do the OAKM and BEDY ETFs invest in?
OAKM leans toward sectors like Financials, Energy and Health Care. Meanwhile, BEDY focuses on Financials, Health Care and Industrials.
What are the top holdings of the OAKM ETF and BEDY ETF?
OAKM top holdings include CONOCOPHILLIPS, CITIGROUP and STATE STREET. BEDY holds in its top three: JOHNSON&JOHNSON, EXXON and CISCO-T.
Which ETF is more diversified: OAKM or BEDY?
OAKM holds 36 securities with 49.06% of its assets in the top 15. BEDY has 59 securities and a top 15 weight of 41.59%.
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