APLE vs. BEDZ

Last updated Apr 1, 2026

Compare and contrast key facts about Apple Hospitality REIT, Inc. (APLE) and AdvisorShares Hotel ETF (BEDZ).

BEDZ is an actively managed fund by AdvisorShares. It was launched on Apr 21, 2021.

Performance

APLE vs. BEDZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Apple Hospitality REIT, Inc. (APLE) and AdvisorShares Hotel ETF (BEDZ). The values are adjusted to include any dividend payments, if applicable.

APLE vs. BEDZ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
APLE Apple Hospitality REIT, Inc.	-0.89%	-16.61%	-1.26%	12.31%	2.41%	6.24%
BEDZ AdvisorShares Hotel ETF	-6.97%	3.46%	18.31%	23.88%	-13.40%	6.49%

Returns By Period

In the year-to-date period, APLE achieves a -0.89% return, which is significantly higher than BEDZ's -6.97% return.

APLE

• 1D: 0.70%
• 1M: -5.46%
• YTD: -0.89%
• 6M: -0.19%
• 1Y: -3.37%
• 3Y*: -2.80%
• 5Y*: 0.44%
• 10Y*: 0.13%

BEDZ

• 1D: 1.61%
• 1M: -6.71%
• YTD: -6.97%
• 6M: -5.77%
• 1Y: 9.90%
• 3Y*: 9.64%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

APLE vs. BEDZ — Risk / Return Rank

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

APLE

APLE Risk / Return Rank: 35
APLE Sharpe Ratio Rank: 37
APLE Sortino Ratio Rank: 31
APLE Omega Ratio Rank: 31
APLE Calmar Ratio Rank: 38
APLE Martin Ratio Rank: 37

BEDZ

BEDZ Risk / Return Rank: 26
BEDZ Sharpe Ratio Rank: 24
BEDZ Sortino Ratio Rank: 27
BEDZ Omega Ratio Rank: 25
BEDZ Calmar Ratio Rank: 28
BEDZ Martin Ratio Rank: 25

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.

APLE vs. BEDZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Apple Hospitality REIT, Inc. (APLE) and AdvisorShares Hotel ETF (BEDZ). 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.

	APLE	BEDZ	Difference
Sharpe ratio Return per unit of total volatility	-0.12	0.39	-0.50
Sortino ratio Return per unit of downside risk	0.04	0.76	-0.72
Omega ratio Gain probability vs. loss probability	1.01	1.10	-0.09
Calmar ratio Return relative to maximum drawdown	-0.14	0.66	-0.80
Martin ratio Return relative to average drawdown	-0.34	1.83	-2.17
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

APLE vs. BEDZ - Sharpe Ratio Comparison

The current APLE Sharpe Ratio is -0.12, which is lower than the BEDZ Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of APLE and BEDZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	APLE	BEDZ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.12	0.39	-0.50
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.02	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.00	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.04	0.22	-0.18

Correlation

The correlation between APLE and BEDZ is 0.73, 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

APLE vs. BEDZ - Dividend Comparison

APLE's dividend yield for the trailing twelve months is around 8.34%, more than BEDZ's 2.48% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
APLE Apple Hospitality REIT, Inc.	8.34%	8.10%	6.58%	6.08%	4.82%	0.25%	2.32%	6.77%	9.12%	5.61%	6.01%	4.01%
BEDZ AdvisorShares Hotel ETF	2.48%	2.31%	0.00%	1.67%	0.21%	0.36%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

APLE vs. BEDZ - Drawdown Comparison

The maximum APLE drawdown since its inception was -71.83%, which is greater than BEDZ's maximum drawdown of -29.70%. Use the drawdown chart below to compare losses from any high point for APLE and BEDZ.

Drawdown Indicators

	APLE	BEDZ	Difference
Max Drawdown Largest peak-to-trough decline	-71.83%	-29.70%	-42.13%
Max Drawdown (1Y) Largest decline over 1 year	-17.49%	-15.24%	-2.25%
Max Drawdown (5Y) Largest decline over 5 years	-32.95%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-71.83%	—	—
Current Drawdown Current decline from peak	-21.54%	-10.39%	-11.15%
Average Drawdown Average peak-to-trough decline	-12.48%	-8.25%	-4.23%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.28%	5.49%	+1.79%

Volatility

APLE vs. BEDZ - Volatility Comparison

Apple Hospitality REIT, Inc. (APLE) and AdvisorShares Hotel ETF (BEDZ) have volatilities of 6.86% and 6.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	APLE	BEDZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.86%	6.54%	+0.32%
Volatility (6M) Calculated over the trailing 6-month period	15.42%	15.43%	-0.01%
Volatility (1Y) Calculated over the trailing 1-year period	29.23%	25.68%	+3.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.12%	24.98%	+2.14%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.45%	24.98%	+9.47%