APLE vs. BEDZ
APLE (Apple Hospitality REIT, Inc.) is a stock, while BEDZ (AdvisorShares Hotel ETF) is Consumer Discretionary Equities fund actively managed by AdvisorShares. Over the past 5 years, APLE returned 8.26%/yr vs 10.99%/yr for BEDZ. Their 0.73 correlation means they have sometimes moved together and sometimes differently.
Performance
APLE vs. BEDZ - Performance Comparison
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Returns By Period
In the year-to-date period, APLE achieves a 45.17% return, which is significantly higher than BEDZ's 11.91% return.
APLE
- 1D
- -0.12%
- 1M
- -0.30%
- 6M
- 46.78%
- YTD
- 45.17%
- 1Y
- 54.24%
- 3Y*
- 10.11%
- 5Y*
- 8.26%
- 10Y*
- 3.50%
- ALL TIME*
- 4.94%
BEDZ
- 1D
- -0.13%
- 1M
- 1.55%
- 6M
- 14.32%
- YTD
- 11.91%
- 1Y
- 18.93%
- 3Y*
- 13.22%
- 5Y*
- 10.99%
- 10Y*
- —
- ALL TIME*
- 9.14%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $51.54M | $47.76M | $46.74M | |
| $65.74K | $44.95K | $74.21K |
APLE vs. BEDZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
APLE Apple Hospitality REIT, Inc. | 45.17% | -16.61% | -1.26% | 12.31% | 2.41% | 8.89% |
BEDZ AdvisorShares Hotel ETF | 11.91% | 3.46% | 18.31% | 23.88% | -13.40% | 7.95% |
Correlation
The correlation between APLE and BEDZ is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Apr 21, 2021 | 0.73 |
The correlation between APLE and BEDZ has been stable across timeframes, ranging from 0.71 to 0.73 - a consistent structural relationship.
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Return for Risk
APLE vs. BEDZ — Risk / Return Rank
APLE
BEDZ
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.
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 | BEDZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.50 | ||
| Sortino ratioReturn per unit of downside risk | +2.05 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.15 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 3.83 | 1.34 | +2.48 |
| Martin ratioReturn relative to average drawdown | 9.06 | 3.19 | +5.88 |
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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.
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Drawdown Indicators
| APLE | BEDZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.83% | -29.70% | -42.13% |
Max Drawdown (1Y)Largest decline over 1 year | -13.49% | -12.06% | -1.43% |
Max Drawdown (3Y)Largest decline over 3 years | -32.95% | -28.31% | -4.64% |
Max Drawdown (5Y)Largest decline over 5 years | -32.95% | -29.70% | -3.25% |
Max Drawdown (10Y)Largest decline over 10 years | -71.83% | — | — |
Current DrawdownCurrent decline from peak | -2.81% | -2.43% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -12.25% | -7.89% | -4.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.68% | 5.08% | +0.60% |
Volatility
APLE vs. BEDZ - Volatility Comparison
Apple Hospitality REIT, Inc. (APLE) and AdvisorShares Hotel ETF (BEDZ) have volatilities of 5.20% and 5.40%, 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.
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Volatility by Period
| APLE | BEDZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 5.40% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 15.66% | 15.18% | +0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.52% | 20.40% | +2.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.03% | 24.60% | +2.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.56% | 24.66% | +9.90% |
Dividends
APLE vs. BEDZ - Dividend Comparison
APLE's dividend yield for the trailing twelve months is around 5.81%, more than BEDZ's 2.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APLE Apple Hospitality REIT, Inc. | 5.81% | 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 | 2.06% | 2.31% | 0.00% | 1.67% | 0.21% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
APLE and BEDZ have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BEDZ has higher volatility (5.40%) compared to APLE (5.20%). In terms of maximum drawdown, APLE dropped -71.83% vs BEDZ's -29.70%.
APLE currently has the higher Sharpe Ratio (2.30 vs 0.79), 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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