Which ETFs hold Carlyle Group, Inc. (The)?
CG is held by 50 of the 504 ETFs we cover. The heaviest allocation is IJJ at 0.5%; among the largest funds, VTI holds 0.0% and IJH 0.4%. The median weight across all funds holding it is 0.0%. Carlyle Group, Inc. (The) is classified Financials.
- Covered ETFs Holding It
- 50
- Heaviest Allocation
- 0.49%in IJJ
- Median Weight
- 0.04%across funds that hold it
- Sector
- Financials
- Dividend Yield
- 2.93%trailing 12 months
CG Share Performance
- 1M
- +8.6%
- YTD
- -18.0%
- 1Y
- -20.3%
- 3Y (ann.)
- +16.8%
- 5Y (ann.)
- +3.2%
- 10Y (ann.)
- +16.2%
A $10,000 investment 10 years ago would be worth $44,997 today at the 10Y annualized rate. This is a backward-looking illustration, not a forecast.
Total returns including dividends as of 2026-08-07. 3Y/5Y/10Y annualized. Past performance does not predict future results.
Funds Holding CG(50)
| ETF | |||||||
|---|---|---|---|---|---|---|---|
| IJJiShares S&P Mid-Cap 400 Value ETF | 0.49% | 0.18% | $9.0B | 1.56% | +15.1% | +23.8% | +9.2% |
| MDYVState Street® SPDR® S&P 400™ Mid Cap Value ETF | 0.44% | 0.15% | $2.9B | 1.64% | +15.2% | +23.9% | +9.2% |
| IJHiShares Core S&P Mid-Cap ETF | 0.39% | 0.05% | $126.1B | 1.14% | +18.4% | +26.0% | +9.0% |
| SPMDState Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | 0.35% | 0.03% | $18.5B | 1.19% | +18.5% | +26.0% | +9.1% |
| MDYState Street® SPDR® S&P MIDCAP 400® ETF Trust | 0.35% | 0.23% | $27.1B | 0.99% | +18.1% | +25.6% | +8.8% |
| IVOOVanguard S&P Mid-cap 400 Index Fund | 0.34% | 0.07% | $3.9B | 1.14% | +18.5% | +26.0% | +9.0% |
| IJKiShares S&P Mid-Cap 400 Growth ETF | 0.30% | 0.17% | $11.0B | 0.52% | +21.4% | +27.9% | +8.4% |
| VBRVanguard Small-cap Value Index Fund | 0.30% | 0.05% | $38.3B | 1.73% | +19.2% | +28.7% | +10.0% |
| MDYGState Street® SPDR® S&P 400™ Mid Cap Growth ETF | 0.26% | 0.15% | $2.9B | 0.56% | +21.6% | +28.0% | +8.5% |
| IYFiShares U.S. Financials ETF | 0.21% | 0.38% | $4.5B | 1.40% | +7.0% | +15.4% | +12.0% |
| VXFVanguard Extended Market Index Fund | 0.17% | 0.05% | $32.2B | 0.99% | +18.9% | +26.9% | +6.9% |
| VBVanguard Small-cap Index Fund | 0.17% | 0.03% | $82.5B | 1.18% | +19.5% | +29.1% | +8.1% |
| FNCLFidelity MSCI Financials Index ETF | 0.14% | 0.08% | $2.4B | 1.54% | +6.6% | +14.3% | +10.8% |
| IWSiShares Russell Mid-Cap Value ETF | 0.13% | 0.23% | $15.9B | 1.27% | +22.1% | +29.8% | +9.8% |
| VFHVanguard Financials Index Fund | 0.13% | 0.09% | $13.9B | 1.65% | +6.6% | +14.3% | +10.8% |
| JHMMJohn Hancock Multifactor Mid Cap ETF | 0.10% | 0.41% | $6.0B | 0.86% | +17.3% | +24.7% | +8.8% |
| IWRiShares Russell Mid-Cap ETF | 0.10% | 0.18% | $57.6B | 1.12% | +18.1% | +23.0% | +8.5% |
| DFUVDimensional U.S. Marketwide Value ETF | 0.06% | 0.21% | $15.4B | 1.27% | +23.0% | +36.8% | — |
| DFACDimensional U.S. Core Equity 2 ETF | 0.06% | 0.17% | $47.9B | 0.88% | +16.6% | +26.8% | +12.3% |
| VYMVanguard High Dividend Yield Index Fund | 0.05% | 0.04% | $83.4B | 2.19% | +16.8% | +26.1% | +12.5% |
| DLNWisdomTree U.S. LargeCap Dividend Fund | 0.05% | 0.28% | $6.4B | 1.71% | +15.4% | +22.8% | +12.7% |
| IWDiShares Russell 1000 Value ETF | 0.04% | 0.18% | $83.6B | 1.36% | +23.3% | +34.5% | +11.9% |
| DFAUDimensional US Core Equity Market ETF | 0.04% | 0.12% | $12.4B | 0.88% | +14.9% | +24.8% | +12.9% |
| SCHVSchwab U.S. Large-Cap Value ETF | 0.04% | 0.04% | $16.1B | 1.75% | +18.8% | +27.7% | +10.9% |
| ONEQFidelity Nasdaq Composite Index ETF | 0.04% | 0.21% | $10.8B | 0.51% | +15.4% | +26.6% | +13.6% |
Expense = net expense ratio from the fund's latest SEC prospectus filing. YTD/1Y/5Y are trailing total returns including dividends (5Y annualized, as of 2026-08-07). Past performance does not predict future results. Sort by any column.
Frequently Asked Questions
Which ETF has the most CG exposure?
IJJ has the heaviest CG allocation of the ETFs we cover, at 0.49% of its portfolio, based on the fund's latest SEC-reported holdings.
How many ETFs hold CG?
50 of the 504 ETFs we cover hold Carlyle Group, Inc. (The) (CG). The median weight across those funds is 0.04%.
What is the cheapest ETF that holds CG?
BKLC has the lowest expense ratio among covered ETFs holding CG, at 0.00% per year.
What is the largest ETF that holds CG?
VTI (Vanguard Total Stock Market Index Fund) is the largest covered ETF holding CG, with $696.4B in assets and a 0.02% position.
Keep Exploring
Look up another stock or compare two of these ETFs to see how much they overlap beyond CG.