AJG vs. XLF
Compare and contrast key facts about Arthur J. Gallagher & Co. (AJG) and Financial Select Sector SPDR Fund (XLF).
XLF is a passively managed fund by State Street that tracks the performance of the Financial Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AJG or XLF.
Correlation
The correlation between AJG and XLF is 0.54, 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. XLF - Performance Comparison
Key characteristics
AJG:
2.01
XLF:
2.33
AJG:
2.65
XLF:
3.32
AJG:
1.34
XLF:
1.43
AJG:
2.91
XLF:
4.55
AJG:
7.71
XLF:
13.47
AJG:
4.63%
XLF:
2.51%
AJG:
17.82%
XLF:
14.55%
AJG:
-57.96%
XLF:
-82.43%
AJG:
-0.74%
XLF:
-1.22%
Returns By Period
In the year-to-date period, AJG achieves a 9.99% return, which is significantly higher than XLF's 5.81% return. Over the past 10 years, AJG has outperformed XLF with an annualized return of 23.49%, while XLF has yielded a comparatively lower 14.69% annualized return.
AJG
9.99%
11.34%
11.45%
33.32%
25.97%
23.49%
XLF
5.81%
5.25%
24.20%
34.05%
12.75%
14.69%
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Risk-Adjusted Performance
AJG vs. XLF — Risk-Adjusted Performance Rank
AJG
XLF
AJG vs. XLF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Arthur J. Gallagher & Co. (AJG) and Financial Select Sector SPDR Fund (XLF). 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. XLF - Dividend Comparison
AJG's dividend yield for the trailing twelve months is around 0.77%, less than XLF's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AJG Arthur J. Gallagher & Co. | 0.77% | 0.85% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% | 3.06% |
XLF Financial Select Sector SPDR Fund | 1.34% | 1.42% | 1.71% | 2.04% | 1.63% | 2.03% | 1.86% | 2.09% | 1.48% | 1.63% | 2.40% | 1.98% |
Drawdowns
AJG vs. XLF - Drawdown Comparison
The maximum AJG drawdown since its inception was -57.96%, smaller than the maximum XLF drawdown of -82.43%. Use the drawdown chart below to compare losses from any high point for AJG and XLF. For additional features, visit the drawdowns tool.
Volatility
AJG vs. XLF - Volatility Comparison
Arthur J. Gallagher & Co. (AJG) has a higher volatility of 5.62% compared to Financial Select Sector SPDR Fund (XLF) at 4.43%. This indicates that AJG's price experiences larger fluctuations and is considered to be riskier than XLF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.