Carlyle Group Inc vs iShares Global Tech ETF — how do they compare? Carlyle Group Inc trades at $44.23 (market cap $16.37B), while iShares Global Tech ETF trades at $141.72. The key difference: Carlyle Group Inc pays a 3.08% dividend while iShares Global Tech ETF pays none, and iShares Global Tech ETF is trading nearer its 52-week high, Carlyle Group Inc nearer its low. Which is the better fit depends on your goals.
| CG | IXN | |
|---|---|---|
Market Cap | $16.37B | — |
Sector | Financials | Sector/Thematic |
52-Week High | $69.35 | $149.74 |
52-Week Low | $40.52 | $94.04 |
Dividend Yield | 3.08% | — |
Signals from Pluang's Aura AI — not financial advice
CG trades at $44.14, down 1.27% on the day, with a neutral technical signal and bearish moving averages. The company reported revenue of $3.21B and net income of $808.70M for 2025, with a P/E ratio of 30.24. Recent developments include the acquisition of a majority stake in MAI Capital Management and the upcoming Q2 2026 earnings release on August 5, 2026.
The outlook is mixed, with analyst consensus leaning bullish (53.84% Buy) and a price target of $58.57 implying significant upside. However, risks include volatile cash flows from operations, recent earnings misses, and a high valuation. The stock's performance hinges on successful execution of growth initiatives and improved earnings consistency.
IXN trades at $136.67, down 2.88% over the past day, with a bullish technical signal from moving averages but neutral oscillators. The ETF offers concentrated exposure to global technology leaders, though financial ratios are not provided in the current dataset. A dividend of $0.17 is scheduled for payment on June 18, 2026.
Outlook is mixed; strong tech sector positioning supports growth potential, but high valuations and concentration risks warrant caution. Key catalysts include AI-driven earnings growth, while risks involve market volatility and stretched expectations. Investors should weigh entry points carefully amid current sentiment.
Trailing returns across standard periods
The Carlyle Group is one of the world's largest alternative-asset managers, with $376.4 billion in total assets under management, including $259.6 billion in fee-earning AUM, at the end of June 2022. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure and natural resources funds (accounting for 41% of fee-earning AUM and 65% of base management fees during 2021), global credit (45% and 24%) and investment solutions (14% and 11%). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving close to 2,700 active carry fund investors from 95 countries.
Read more on CG →IXN provides exposure to global electronics, software, and hardware companies. It tracks the S&P Global 1200 Information Technology Index, covering tech leaders across both developed and emerging markets.
Read more on IXN →