BEDZ vs. APLE

Last updated Jun 23, 2026

BEDZ (AdvisorShares Hotel ETF) is Consumer Discretionary Equities fund actively managed by AdvisorShares, while APLE (Apple Hospitality REIT, Inc.) is a stock. Over the past 5 years, BEDZ returned 8.86%/yr vs 7.10%/yr for APLE. A 0.73 correlation means they provide meaningful diversification when combined.

Performance

BEDZ vs. APLE - Performance Comparison

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

Returns By Period

In the year-to-date period, BEDZ achieves a 10.65% return, which is significantly lower than APLE's 44.66% return.

BEDZ

• 1D: -1.07%
• 1M: 9.40%
• YTD: 10.65%
• 6M: 7.48%
• 1Y: 25.12%
• 3Y*: 16.24%
• 5Y*: 8.86%
• 10Y*: —

APLE

• 1D: 0.12%
• 1M: 15.41%
• YTD: 44.66%
• 6M: 41.92%
• 1Y: 54.71%
• 3Y*: 12.73%
• 5Y*: 7.10%
• 10Y*: 4.50%

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

BEDZ vs. APLE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
BEDZ AdvisorShares Hotel ETF	10.65%	3.46%	18.31%	23.88%	-13.40%	7.95%
APLE Apple Hospitality REIT, Inc.	44.66%	-16.61%	-1.26%	12.31%	2.41%	8.89%

Correlation

The correlation between BEDZ and APLE is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.73
Correlation (3Y) Calculated over the trailing 3-year period	0.71
Correlation (5Y) Calculated over the trailing 5-year period	0.73
Correlation (All Time) Calculated using the full available price history since Apr 21, 2021	0.73

The correlation between BEDZ and APLE has been stable across timeframes, ranging from 0.71 to 0.73 - a consistent structural relationship.

Return for Risk

BEDZ vs. APLE — Risk / Return Rank

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

BEDZ

BEDZ Risk / Return Rank: 37
BEDZ Sharpe Ratio Rank: 36
BEDZ Sortino Ratio Rank: 38
BEDZ Omega Ratio Rank: 33
BEDZ Calmar Ratio Rank: 43
BEDZ Martin Ratio Rank: 34

APLE

APLE Risk / Return Rank: 90
APLE Sharpe Ratio Rank: 92
APLE Sortino Ratio Rank: 92
APLE Omega Ratio Rank: 88
APLE Calmar Ratio Rank: 89
APLE Martin Ratio Rank: 87

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.

BEDZ vs. APLE - Risk-Adjusted Trends Comparison

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

	BEDZ	APLE	Difference
Sharpe ratio: Return per unit of total volatility	1.24	2.40	-1.16
Sortino ratio: Return per unit of downside risk	1.90	3.47	-1.57
Omega ratio: Gain probability vs. loss probability	1.22	1.38	-0.17
Calmar ratio: Return relative to maximum drawdown	2.09	4.08	-1.98
Martin ratio: Return relative to average drawdown	4.91	9.44	-4.54

BEDZ vs. APLE - Sharpe Ratio Comparison

The current BEDZ Sharpe Ratio is 1.24, which is lower than the APLE Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of BEDZ and APLE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BEDZ vs. APLE - Drawdown Comparison

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

Drawdown Indicators

	BEDZ	APLE	Difference
Max Drawdown Largest peak-to-trough decline	-29.70%	-71.83%	+42.13%
Max Drawdown (1Y) Largest decline over 1 year	-12.06%	-13.49%	+1.43%
Max Drawdown (3Y) Largest decline over 3 years	-28.31%	-32.95%	+4.64%
Max Drawdown (5Y) Largest decline over 5 years	-29.70%	-32.95%	+3.25%
Max Drawdown (10Y) Largest decline over 10 years	—	-71.83%	—
Current Drawdown Current decline from peak	-1.07%	0.00%	-1.07%
Average Drawdown Average peak-to-trough decline	-8.01%	-12.35%	+4.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.13%	5.81%	-0.68%

Volatility

BEDZ vs. APLE - Volatility Comparison

The current volatility for AdvisorShares Hotel ETF (BEDZ) is 4.98%, while Apple Hospitality REIT, Inc. (APLE) has a volatility of 5.68%. This indicates that BEDZ experiences smaller price fluctuations and is considered to be less risky than APLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BEDZ	APLE	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.98%	5.68%	-0.70%
Volatility (6M) Calculated over the trailing 6-month period	15.25%	16.63%	-1.38%
Volatility (1Y) Calculated over the trailing 1-year period	20.43%	22.97%	-2.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.89%	27.26%	-2.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.79%	34.57%	-9.78%

Dividends

BEDZ vs. APLE - Dividend Comparison

BEDZ's dividend yield for the trailing twelve months is around 2.09%, less than APLE's 5.78% 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%
BEDZ AdvisorShares Hotel ETF	2.09%	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

Can I hold both BEDZ and APLE in my portfolio?

BEDZ and APLE have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BEDZ or APLE?

APLE has higher volatility (5.68%) compared to BEDZ (4.98%). In terms of maximum drawdown, BEDZ dropped -29.70% vs APLE's -71.83%.

Which has better risk-adjusted returns?

APLE currently has the higher Sharpe Ratio (2.40 vs 1.24), 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.