BEDZ vs. APLE
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 10.99%/yr vs 8.26%/yr for APLE. Their 0.73 correlation means they have sometimes moved together and sometimes differently.
Performance
BEDZ vs. APLE - Performance Comparison
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Returns By Period
In the year-to-date period, BEDZ achieves a 11.91% return, which is significantly lower than APLE's 45.17% return.
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%
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%
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 |
BEDZ vs. APLE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BEDZ AdvisorShares Hotel ETF | 11.91% | 3.46% | 18.31% | 23.88% | -13.40% | 7.95% |
APLE Apple Hospitality REIT, Inc. | 45.17% | -16.61% | -1.26% | 12.31% | 2.41% | 8.89% |
Correlation
The correlation between BEDZ and APLE 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 BEDZ and APLE has been stable across timeframes, ranging from 0.71 to 0.73 - a consistent structural relationship.
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Return for Risk
BEDZ vs. APLE — Risk / Return Rank
BEDZ
APLE
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 ratioReturn per unit of total volatility | -1.50 | ||
| Sortino ratioReturn per unit of downside risk | -2.05 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.37 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.34 | 3.83 | -2.48 |
| Martin ratioReturn relative to average drawdown | 3.19 | 9.06 | -5.88 |
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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.
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Drawdown Indicators
| BEDZ | APLE | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -2.43% | -2.81% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -7.89% | -12.25% | +4.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.08% | 5.68% | -0.60% |
Volatility
BEDZ vs. APLE - Volatility Comparison
AdvisorShares Hotel ETF (BEDZ) and Apple Hospitality REIT, Inc. (APLE) have volatilities of 5.40% and 5.20%, 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
| BEDZ | APLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 5.20% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 15.18% | 15.66% | -0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.40% | 22.52% | -2.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.60% | 27.03% | -2.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.66% | 34.56% | -9.90% |
Dividends
BEDZ vs. APLE - Dividend Comparison
BEDZ's dividend yield for the trailing twelve months is around 2.06%, less than APLE's 5.81% 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
BEDZ and APLE 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, BEDZ dropped -29.70% vs APLE's -71.83%.
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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