AJG vs. VOO
Compare and contrast key facts about Arthur J. Gallagher & Co. (AJG) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AJG or VOO.
Correlation
The correlation between AJG and VOO is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AJG vs. VOO - Performance Comparison
Key characteristics
AJG:
1.74
VOO:
2.25
AJG:
2.32
VOO:
2.98
AJG:
1.30
VOO:
1.42
AJG:
2.50
VOO:
3.31
AJG:
7.84
VOO:
14.77
AJG:
3.79%
VOO:
1.90%
AJG:
17.11%
VOO:
12.46%
AJG:
-57.96%
VOO:
-33.99%
AJG:
-9.99%
VOO:
-2.47%
Returns By Period
The year-to-date returns for both stocks are quite close, with AJG having a 27.01% return and VOO slightly lower at 26.02%. Over the past 10 years, AJG has outperformed VOO with an annualized return of 21.96%, while VOO has yielded a comparatively lower 13.08% annualized return.
AJG
27.01%
-4.13%
7.42%
28.16%
25.88%
21.96%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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Risk-Adjusted Performance
AJG vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Arthur J. Gallagher & Co. (AJG) and Vanguard S&P 500 ETF (VOO). 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
AJG vs. VOO - Dividend Comparison
AJG's dividend yield for the trailing twelve months is around 0.85%, less than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AJG Arthur J. Gallagher & Co. | 0.85% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% | 3.06% | 2.98% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AJG vs. VOO - Drawdown Comparison
The maximum AJG drawdown since its inception was -57.96%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AJG and VOO. For additional features, visit the drawdowns tool.
Volatility
AJG vs. VOO - Volatility Comparison
Arthur J. Gallagher & Co. (AJG) has a higher volatility of 6.34% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that AJG's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.