BEDZ vs. APLE
Compare and contrast key facts about AdvisorShares Hotel ETF (BEDZ) and Apple Hospitality REIT, Inc. (APLE).
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: BEDZ or APLE.
Key characteristics
| BEDZ | APLE | |
|---|---|---|
| YTD Return | 17.05% | -0.93% |
| 1Y Return | 30.54% | 5.73% |
| 3Y Return (Ann) | 6.91% | 4.48% |
| Sharpe Ratio | 1.75 | -0.00 |
| Sortino Ratio | 2.42 | 0.16 |
| Omega Ratio | 1.31 | 1.02 |
| Calmar Ratio | 2.07 | -0.00 |
| Martin Ratio | 5.94 | -0.00 |
| Ulcer Index | 5.10% | 9.95% |
| Daily Std Dev | 17.34% | 22.16% |
| Max Drawdown | -29.70% | -71.82% |
| Current Drawdown | -0.55% | -4.75% |
Correlation
The correlation between BEDZ and APLE is 0.74, 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
BEDZ vs. APLE - Performance Comparison
In the year-to-date period, BEDZ achieves a 17.05% return, which is significantly higher than APLE's -0.93% 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
BEDZ vs. APLE - Risk-Adjusted Performance 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.
Dividends
BEDZ vs. APLE - Dividend Comparison
BEDZ's dividend yield for the trailing twelve months is around 1.43%, less than APLE's 6.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEDZ AdvisorShares Hotel ETF | 1.43% | 1.67% | 0.21% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
APLE Apple Hospitality REIT, Inc. | 6.47% | 6.08% | 4.82% | 0.25% | 2.32% | 6.77% | 9.12% | 5.61% | 6.01% | 4.01% |
Drawdowns
BEDZ vs. APLE - Drawdown Comparison
The maximum BEDZ drawdown since its inception was -29.70%, smaller than the maximum APLE drawdown of -71.82%. Use the drawdown chart below to compare losses from any high point for BEDZ and APLE. For additional features, visit the drawdowns tool.
Volatility
BEDZ vs. APLE - Volatility Comparison
The current volatility for AdvisorShares Hotel ETF (BEDZ) is 5.43%, while Apple Hospitality REIT, Inc. (APLE) has a volatility of 8.17%. 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.