StockComparison Logo
vs

AJG vs SPY

Comparison between Arthur J. Gallagher & Company (AJG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed AJG, delivering a return of +13.3% compared to +6.7%

AJG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
AJG
$51B
Winner
SPY
$652B
Expense Ratio
AJG
N/A
SPY
0.09%
Max Drawdown
AJG
60.73%
Winner
SPY
56.47%
Sharpe Ratio
AJG
-1.94
Winner
SPY
2.07
5Y Beta
Winner
AJG
0.26
SPY
1.00
Industry
AJG
Insurance Brokers
SPY
N/A
P/E Ratio
AJG
33.77
Winner
SPY
28.24
Forward P/E
Winner
AJG
15.38
SPY
21.85
PEG Ratio
AJG
0.88
SPY
N/A
Dividend Yield
AJG
1.31%
SPY
N/A
5Y Dividends CAGR
Winner
AJG
12.52%
SPY
5.43%
5Y EPS CAGR
AJG
6.36%
Winner
SPY
25.79%
Debt to Equity
AJG
54.65%
Winner
SPY
22.35%
Free Cash Flow Yield
AJG
3.82%
SPY
N/A
P/S Ratio
AJG
3.56
Winner
SPY
3.55
P/B Ratio
Winner
AJG
2.22
SPY
5.29

AJG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AJG
-9.96%
Winner
SPY
+9.11%
3M
AJG
-8.44%
Winner
SPY
+6.59%
6M
AJG
-20.02%
Winner
SPY
+10.56%
1Y
AJG
-40.68%
Winner
SPY
+32.04%
5Y(CAGR)
AJG
+6.74%
Winner
SPY
+13.35%
10Y(CAGR)
Winner
AJG
+17.47%
SPY
+15.49%
Max(CAGR)
Winner
AJG
+11.18%
SPY
+8.50%

AJG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAJGSPY
2026-22.11%+8.27%
2025-5.36%+18.00%
2024+27.28%+25.59%
2023+21.33%+26.72%
2022+14.42%-18.64%
2021+43.02%+30.52%
2020+31.77%+17.28%
2019+35.10%+31.09%
2018+21.32%-5.24%
2017+24.35%+20.78%
2016+33.52%+13.59%
2015-9.96%+1.31%
2014+5.19%+14.56%
2013+36.63%+29.00%
2012+8.12%+14.17%
2011+18.76%+0.85%
2010+36.68%+13.14%
2009-7.29%+22.67%
2008+14.94%-36.25%
2007-14.57%+5.32%
2006-1.51%+13.85%
2005-1.77%+5.32%
2004+4.93%+10.75%
2003+12.49%+24.18%
2002-11.67%-22.42%
2001+11.62%-10.13%
2000+2.08%-8.84%
1999+26.98%+8.61%

AJG vs SPY Drawdown Comparison

The maximum drawdown for AJG was -55.51%, occurring on Mar 21, 2000. Recovery took 239 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AJG drawdown is -42.43%.

RankAJGSPY
#1-55.51%
Dec 31, 1999 - Dec 11, 2000
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-49.13%
Oct 24, 2001 - Oct 14, 2010
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-42.98%
Jun 2, 2025 - May 6, 2026
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-37.21%
Feb 14, 2020 - Oct 9, 2020
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-34.63%
Dec 27, 2000 - Sep 27, 2001
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-25.26%
Jun 17, 2015 - May 24, 2016
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-20.72%
Feb 18, 2011 - Oct 24, 2011
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-18.81%
Apr 21, 2022 - Aug 10, 2022
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.78%
Nov 24, 2023 - Mar 11, 2024
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.39%
Dec 27, 2021 - Mar 28, 2022
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.28%
Nov 27, 2024 - Feb 5, 2025
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.76%
Dec 17, 2020 - Mar 16, 2021
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.75%
Dec 2, 2022 - Apr 17, 2023
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.50%
Nov 16, 2018 - Feb 5, 2019
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.27%
Aug 18, 2022 - Nov 7, 2022
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AJG and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

AJG vs SPY dividend yield comparison.

YearAJGSPY
20260.35%0.24%
20251.00%1.07%
20240.85%1.21%
20230.98%1.40%
20221.08%1.65%
20211.13%1.20%
20201.46%1.52%
20191.81%1.75%
20182.23%2.04%
20172.47%1.80%
20162.93%2.03%
20153.62%2.06%
20143.06%1.87%
20132.98%1.81%
20123.92%2.18%
20113.95%2.05%
20104.40%1.80%
20095.69%1.95%
20084.94%3.02%
20075.13%1.85%
20064.06%1.73%
20053.63%1.73%
20043.08%1.82%
20032.22%1.47%
20022.04%1.70%
20011.51%1.25%
20001.45%1.15%
19990.62%0.24%

Select Stocks to Compare

Popular: AJG vs SPY