APLE vs. BEDZ
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APLE or BEDZ.
Key characteristics
| APLE | BEDZ | |
|---|---|---|
| YTD Return | -8.78% | 1.40% |
| 1Y Return | 8.00% | 16.65% |
| 3Y Return (Ann) | 2.28% | 4.10% |
| Sharpe Ratio | 0.28 | 0.95 |
| Daily Std Dev | 23.46% | 17.44% |
| Max Drawdown | -71.85% | -29.70% |
| Current Drawdown | -12.30% | -6.10% |
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.
Performance
APLE vs. BEDZ - Performance Comparison
In the year-to-date period, APLE achieves a -8.78% return, which is significantly lower than BEDZ's 1.40% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
APLE vs. BEDZ - Risk-Adjusted Performance 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.
Dividends
APLE vs. BEDZ - Dividend Comparison
APLE's dividend yield for the trailing twelve months is around 6.80%, more than BEDZ's 1.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
APLE Apple Hospitality REIT, Inc. | 6.80% | 6.08% | 4.78% | 0.25% | 2.31% | 6.74% | 9.04% | 5.56% | 5.96% | 3.97% |
BEDZ AdvisorShares Hotel ETF | 1.64% | 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 -71.85%, 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. For additional features, visit the drawdowns tool.
Volatility
APLE vs. BEDZ - Volatility Comparison
Apple Hospitality REIT, Inc. (APLE) has a higher volatility of 6.03% compared to AdvisorShares Hotel ETF (BEDZ) at 4.88%. This indicates that APLE's price experiences larger fluctuations and is considered to be riskier than BEDZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.