Carlyle Group Inc vs Invesco Preferred ETF — how do they compare? Carlyle Group Inc trades at $48.27 (market cap $17.23B), while Invesco Preferred ETF trades at $10.64. The key difference: Carlyle Group Inc pays a 2.9% dividend while Invesco Preferred ETF pays none, and Carlyle Group Inc is trading nearer its 52-week high, Invesco Preferred ETF nearer its low. Which is the better fit depends on your goals.
| CG | PGX | |
|---|---|---|
Market Cap | $17.23B | — |
Sector | Financials | — |
52-Week High | $69.35 | $11.87 |
52-Week Low | $40.52 | $10.65 |
Dividend Yield | 2.9% | — |
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 →The fund generally will invest at least 80% of its total assets in the components of the index. Strictly in accordance with its guidelines and mandated procedures, ICE Data Indices, LLC selects securities for the index, which is a market capitalization-weighted index designed to measure the performance of the fixed rate US dollar-denominated preferred securities market.
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