Arthur J. Gallagher & Co. (AJG) vs VanEck Semiconductor ETF (SMH)

Over the past 10 years, AJG lagged SMH — 20.41% vs 33.77% annualized total return (price plus dividends).

A side-by-side comparison of Arthur J. Gallagher & Co. and VanEck Semiconductor ETF across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 30, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnAJG vs SMH

growth of $100 · dividends reinvested · last 10y
AJG +542.7% (+20.4%/yr)SMH +1718.5% (+33.7%/yr)SMH compounded faster over this window
05001k2k2kStart $10020182020202220242026$643$1,818
AJG SMH

Metrics side by side

Did AJG beat SMH?

Over the past 10 years, AJG lagged SMH — 20.41% vs 33.77% annualized total return (price plus dividends).

Total return (annualized)

MetricAJGSMH
Total return (1Y)-9.70%85.71%
Total return CAGR (3Y)6.35%54.85%
Total return CAGR (5Y)14.41%33.17%
Total return CAGR (10Y)20.41%33.77%

SMH is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).

Frequently asked

Has AJG beaten SMH?
Over the past 10 years, AJG lagged SMH — 20.41% vs 33.77% annualized total return (price plus dividends).

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 30, 2026.