APLE vs. ADC
APLE (Apple Hospitality REIT, Inc.) and ADC (Agree Realty Corporation) are both stocks. Both are in the Real Estate sector — APLE in REIT - Hotel & Motel, ADC in REIT - Retail. Over the past 10 years, APLE returned 4.49%/yr vs 9.48%/yr for ADC. At a 0.35 correlation, their price movements are largely independent.
Performance
APLE vs. ADC - Performance Comparison
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Returns By Period
In the year-to-date period, APLE achieves a 44.57% return, which is significantly higher than ADC's 5.07% return. Over the past 10 years, APLE has underperformed ADC with an annualized return of 4.49%, while ADC has yielded a comparatively higher 9.48% annualized return.
APLE
- 1D
- -0.06%
- 1M
- 15.34%
- YTD
- 44.57%
- 6M
- 44.69%
- 1Y
- 53.03%
- 3Y*
- 12.71%
- 5Y*
- 7.27%
- 10Y*
- 4.49%
ADC
- 1D
- 1.34%
- 1M
- -1.09%
- YTD
- 5.07%
- 6M
- 5.44%
- 1Y
- 2.37%
- 3Y*
- 9.35%
- 5Y*
- 5.61%
- 10Y*
- 9.48%
APLE vs. ADC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APLE Apple Hospitality REIT, Inc. | 44.57% | -16.61% | -1.26% | 12.31% | 2.41% | 25.42% | -18.91% | 21.97% | -21.64% | 3.99% |
ADC Agree Realty Corporation | 5.07% | 6.62% | 17.20% | -7.07% | 3.50% | 11.28% | -1.40% | 22.71% | 19.75% | 16.42% |
Correlation
The correlation between APLE and ADC is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since May 18, 2015 | 0.35 |
The correlation between APLE and ADC shifts across timeframes, from 0.20 (1 year) to 0.35 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
APLE:
$3.92B
ADC:
$8.95B
APLE:
$0.72
ADC:
$1.91
APLE:
22.91
ADC:
38.84
APLE:
2.77
ADC:
11.26
APLE:
1.25
ADC:
1.48
APLE:
$1.42B
ADC:
$750.05M
APLE:
$673.26M
ADC:
$667.57M
APLE:
$388.53M
ADC:
$639.27M
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Return for Risk
APLE vs. ADC — Risk / Return Rank
APLE
ADC
APLE vs. ADC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Hospitality REIT, Inc. (APLE) and Agree Realty Corporation (ADC). 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.
| APLE | ADC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.18 | ||
| Sortino ratioReturn per unit of downside risk | +3.06 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.04 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 3.95 | 0.21 | +3.74 |
| Martin ratioReturn relative to average drawdown | 9.15 | 0.51 | +8.64 |
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Drawdowns
APLE vs. ADC - Drawdown Comparison
The maximum APLE drawdown since its inception was -71.83%, roughly equal to the maximum ADC drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for APLE and ADC.
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Drawdown Indicators
| APLE | ADC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.83% | -70.25% | -1.58% |
Max Drawdown (1Y)Largest decline over 1 year | -13.49% | -11.14% | -2.35% |
Max Drawdown (3Y)Largest decline over 3 years | -32.95% | -21.08% | -11.87% |
Max Drawdown (5Y)Largest decline over 5 years | -32.95% | -29.52% | -3.43% |
Max Drawdown (10Y)Largest decline over 10 years | -71.83% | -39.00% | -32.83% |
Current DrawdownCurrent decline from peak | -0.06% | -8.25% | +8.19% |
Average DrawdownAverage peak-to-trough decline | -12.35% | -9.63% | -2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.81% | 4.79% | +1.02% |
Volatility
APLE vs. ADC - Volatility Comparison
Apple Hospitality REIT, Inc. (APLE) has a higher volatility of 5.66% compared to Agree Realty Corporation (ADC) at 5.11%. This indicates that APLE's price experiences larger fluctuations and is considered to be riskier than ADC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APLE | ADC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 5.11% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 16.61% | 12.29% | +4.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.92% | 16.25% | +6.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.26% | 18.77% | +8.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.57% | 23.67% | +10.90% |
Dividends
APLE vs. ADC - Dividend Comparison
APLE's dividend yield for the trailing twelve months is around 5.78%, more than ADC's 4.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADC Agree Realty Corporation | 4.21% | 4.28% | 4.26% | 4.64% | 3.95% | 3.65% | 3.61% | 3.25% | 3.65% | 3.94% | 4.17% | 5.43% |
APLE Apple Hospitality REIT, Inc. | 5.78% | 8.10% | 6.58% | 6.08% | 4.82% | 0.25% | 2.32% | 6.77% | 9.12% | 5.61% | 6.01% | 4.01% |
Financials
APLE vs. ADC - Financials Comparison
This section allows you to compare key financial metrics between Apple Hospitality REIT, Inc. and Agree Realty Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
APLE vs. ADC - Profitability Comparison
APLE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apple Hospitality REIT, Inc. reported a gross profit of 249.08M and revenue of 337.74M. Therefore, the gross margin over that period was 73.8%.
ADC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Agree Realty Corporation reported a gross profit of 186.09M and revenue of 200.81M. Therefore, the gross margin over that period was 92.7%.
APLE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apple Hospitality REIT, Inc. reported an operating income of 48.01M and revenue of 337.74M, resulting in an operating margin of 14.2%.
ADC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Agree Realty Corporation reported an operating income of 98.55M and revenue of 200.81M, resulting in an operating margin of 49.1%.
APLE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apple Hospitality REIT, Inc. reported a net income of 27.70M and revenue of 337.74M, resulting in a net margin of 8.2%.
ADC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Agree Realty Corporation reported a net income of 60.19M and revenue of 200.81M, resulting in a net margin of 30.0%.
Frequently Asked Questions
APLE and ADC have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
APLE has higher volatility (5.66%) compared to ADC (5.11%). In terms of maximum drawdown, APLE dropped -71.83% vs ADC's -70.25%.
APLE currently has the higher Sharpe Ratio (2.33 vs 0.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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