Carlyle Group Inc vs Schwab US Dividend Equity ETF — how do they compare? Carlyle Group Inc trades at $48.27 (market cap $17.23B), while Schwab US Dividend Equity ETF trades at $34.24. The key difference: Carlyle Group Inc pays a 2.9% dividend while Schwab US Dividend Equity ETF pays none, and Schwab US Dividend Equity ETF is trading nearer its 52-week high, Carlyle Group Inc nearer its low. Which is the better fit depends on your goals.
| CG | SCHD | |
|---|---|---|
Market Cap | $17.23B | — |
Sector | Financials | Broad Market / Factor |
52-Week High | $69.35 | $34.27 |
52-Week Low | $40.52 | $26.44 |
Dividend Yield | 2.9% | — |
Trailing returns across standard periods
Latest headlines on both assets
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 →SCHD is an ETF that tracks the Dow Jones U.S. Dividend 100 Index. It selects high-quality companies with a consistent track record of paying dividends, focusing on financial strength metrics like cash flow to total debt and return on equity, and excluding REITs. The fund aims to provide both income and capital appreciation, making it a popular choice for long-term, dividend-focused investors.
Read more on SCHD →