APLE vs. IDVO
APLE (Apple Hospitality REIT, Inc.) is a stock, while IDVO (Amplify CWP International Enhanced Dividend Income ETF) is Derivative Income fund actively managed by Amplify. Over the past 3 years, APLE returned 12.71%/yr vs 21.99%/yr for IDVO. At a 0.43 correlation, their price movements are largely independent.
Performance
APLE vs. IDVO - 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 IDVO's 11.71% 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%
IDVO
- 1D
- -1.65%
- 1M
- -1.08%
- YTD
- 11.71%
- 6M
- 10.97%
- 1Y
- 32.71%
- 3Y*
- 21.99%
- 5Y*
- —
- 10Y*
- —
APLE vs. IDVO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
APLE Apple Hospitality REIT, Inc. | 44.57% | -16.61% | -1.26% | 12.31% | 1.92% |
IDVO Amplify CWP International Enhanced Dividend Income ETF | 11.71% | 36.46% | 10.16% | 17.53% | 6.42% |
Correlation
The correlation between APLE and IDVO is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2022 | 0.43 |
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Return for Risk
APLE vs. IDVO — Risk / Return Rank
APLE
IDVO
APLE vs. IDVO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Hospitality REIT, Inc. (APLE) and Amplify CWP International Enhanced Dividend Income ETF (IDVO). 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 | IDVO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.37 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.95 | 3.17 | +0.78 |
| Martin ratioReturn relative to average drawdown | 9.15 | 12.03 | -2.87 |
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Drawdowns
APLE vs. IDVO - Drawdown Comparison
The maximum APLE drawdown since its inception was -71.83%, which is greater than IDVO's maximum drawdown of -15.46%. Use the drawdown chart below to compare losses from any high point for APLE and IDVO.
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Drawdown Indicators
| APLE | IDVO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.83% | -15.46% | -56.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.49% | -10.37% | -3.12% |
Max Drawdown (3Y)Largest decline over 3 years | -32.95% | -15.46% | -17.49% |
Max Drawdown (5Y)Largest decline over 5 years | -32.95% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -71.83% | — | — |
Current DrawdownCurrent decline from peak | -0.06% | -3.34% | +3.28% |
Average DrawdownAverage peak-to-trough decline | -12.35% | -2.30% | -10.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.81% | 2.73% | +3.08% |
Volatility
APLE vs. IDVO - Volatility Comparison
The current volatility for Apple Hospitality REIT, Inc. (APLE) is 5.66%, while Amplify CWP International Enhanced Dividend Income ETF (IDVO) has a volatility of 6.04%. This indicates that APLE experiences smaller price fluctuations and is considered to be less risky than IDVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APLE | IDVO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 6.04% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 16.61% | 13.94% | +2.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.92% | 16.37% | +6.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.26% | 16.49% | +10.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.57% | 16.49% | +18.08% |
Dividends
APLE vs. IDVO - Dividend Comparison
APLE's dividend yield for the trailing twelve months is around 5.78%, more than IDVO's 5.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IDVO Amplify CWP International Enhanced Dividend Income ETF | 5.60% | 5.42% | 6.14% | 5.72% | 1.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
APLE and IDVO have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IDVO has higher volatility (6.04%) compared to APLE (5.66%). In terms of maximum drawdown, APLE dropped -71.83% vs IDVO's -15.46%.
APLE currently has the higher Sharpe Ratio (2.33 vs 2.01), 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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