CG vs SPY
Comparison between Carlyle Group Inc (The) (CG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed CG, delivering a return of +13.3% compared to +5.7%
CG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
CG
$18B
Winner
SPY
$652B
Expense Ratio
CG
N/A
SPY
0.09%
Max Drawdown
CG
69.16%
Winner
SPY
56.47%
Sharpe Ratio
CG
0.80
Winner
SPY
2.07
5Y Beta
CG
1.72
Winner
SPY
1.00
Industry
CG
Asset Management
SPY
N/A
P/E Ratio
Winner
CG
14.49
SPY
28.24
Forward P/E
Winner
CG
10.83
SPY
21.85
PEG Ratio
CG
1.72
SPY
N/A
Dividend Yield
CG
2.73%
SPY
N/A
5Y Dividends CAGR
Winner
CG
6.96%
SPY
5.43%
5Y EPS CAGR
CG
N/A
SPY
25.79%
Debt to Equity
Winner
CG
0.00%
SPY
22.35%
Free Cash Flow Yield
CG
-18.59%
SPY
N/A
P/S Ratio
CG
4.53
Winner
SPY
3.55
P/B Ratio
Winner
CG
3.12
SPY
5.29
CG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
CG
+5.09%
Winner
SPY
+9.11%
3M
CG
-13.94%
Winner
SPY
+6.59%
6M
CG
-2.16%
Winner
SPY
+10.56%
1Y
CG
+25.92%
Winner
SPY
+32.04%
5Y(CAGR)
CG
+5.70%
Winner
SPY
+13.35%
10Y(CAGR)
Winner
CG
+17.42%
SPY
+15.49%
Max(CAGR)
Winner
CG
+11.81%
SPY
+8.50%
CG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CG | SPY |
|---|---|---|
| 2026 | -16.27% | +8.27% |
| 2025 | +19.64% | +18.00% |
| 2024 | +30.29% | +25.59% |
| 2023 | +41.85% | +26.72% |
| 2022 | -43.00% | -18.64% |
| 2021 | +80.37% | +30.52% |
| 2020 | +1.79% | +17.28% |
| 2019 | +113.14% | +31.09% |
| 2018 | -28.47% | -5.24% |
| 2017 | +56.12% | +20.78% |
| 2016 | +9.06% | +13.59% |
| 2015 | -36.43% | +1.31% |
| 2014 | -17.04% | +14.56% |
| 2013 | +41.92% | +29.00% |
| 2012 | +19.31% | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
CG vs SPY Drawdown Comparison
The maximum drawdown for CG was -62.67%, occurring on Feb 9, 2016. Recovery took 1379 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current CG drawdown is -26.03%.
| Rank | CG | SPY |
|---|---|---|
| #1 | -62.67% Jan 14, 2014 - Jul 9, 2019 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -56.71% Nov 12, 2021 - Nov 6, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -50.04% Jan 23, 2020 - Jan 12, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -38.51% Jan 23, 2025 - Jul 9, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -33.81% Sep 18, 2025 - Mar 12, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -33.05% Feb 19, 2013 - Dec 24, 2013 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.97% Jul 26, 2019 - Sep 6, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.65% Dec 11, 2024 - Jan 17, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.48% Jul 7, 2021 - Jul 29, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.11% Sep 25, 2019 - Oct 17, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.85% Sep 17, 2021 - Oct 14, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.76% Jan 20, 2021 - Feb 4, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.75% Sep 17, 2012 - Jan 16, 2013 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.66% May 3, 2012 - Jun 28, 2012 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.84% Jul 30, 2021 - Sep 15, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between CG and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
CG vs SPY dividend yield comparison.
| Year | CG | SPY |
|---|---|---|
| 2026 | 0.69% | 0.24% |
| 2025 | 2.37% | 1.07% |
| 2024 | 2.77% | 1.21% |
| 2023 | 3.38% | 1.40% |
| 2022 | 4.11% | 1.65% |
| 2021 | 1.82% | 1.20% |
| 2020 | 3.18% | 1.52% |
| 2019 | 4.24% | 1.75% |
| 2018 | 7.87% | 2.04% |
| 2017 | 5.41% | 1.80% |
| 2016 | 11.02% | 2.03% |
| 2015 | 21.70% | 2.06% |
| 2014 | 6.84% | 1.87% |
| 2013 | 3.73% | 1.81% |
| 2012 | 1.04% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: CG vs SPY
More Comparisons
Compare with similar stocks