USA Rare Earth (USAR) stock vs the S&P 500 and mining stocks
As of 12 October 2026, USA Rare Earth (USAR) is among the weakest stocks we track. It is well behind the S&P 500 and behind mining stocks as a group (XME) over the past three months.
Where USA Rare Earth stands now
As of 12 October 2026, USA Rare Earth is behind the S&P 500 on every window Zensei tracks, from one month to one year. The market has preferred other stocks for some time.
Inside its group, USAR lags: it is behind mining stocks (XME) over both the past month and three months. As a group, mining stocks are losing ground to the S&P 500 right now. The group is in transition, so the stock's place inside it matters more than usual.
USA Rare Earth is 3.0% of XME, so the fund's direction owes little to it. The thing to watch is the past month: stocks this far behind only become interesting once the recent window turns.
USA Rare Earth peers in mining stocks
The largest other holdings of SPDR S&P Metals & Mining ETF (XME), by weight in the fund, with their plain return over the past month. They share the fund with the stock. They are not always direct business competitors.
Is USA Rare Earth in the S&P 500?
As of 12 October 2026, USA Rare Earth is not in the S&P 500. Zensei groups it with mining stocks (XME), where it has 3.0% weight.
None of the 11 S&P 500 sector funds holds it. See Mining Stocks (XME)
USA Rare Earth ETF: the funds that hold USAR
One fund that Zensei tracks holds USAR. The main sector is the fund Zensei groups it with. The other funds follow by weight.
USAR stock performance: 1-month, 3-month and 1-year vs the S&P 500
USA Rare Earth and the S&P 500 (SPY) side by side, over each window Zensei tracks.
Prices as of · computed from daily adjusted closes · how we measure
USAR against mining stocks, in depth
See the size of the gap between USA Rare Earth and mining stocks (XME) over every window, its momentum and its relative strength, and where it sits among mining stocks.
See the full analysisUSA Rare Earth stock: common questions
Which stocks are USA Rare Earth's peers?
As of 12 October 2026, the largest other holdings of SPDR S&P Metals & Mining ETF (XME) by weight are Materion Corp (MTRN), Reliance Inc (RS), Steel Dynamics Inc (STLD), Freeport-Mcmoran Inc (FCX), Cleveland-Cliffs Inc (CLF). They share the fund with USA Rare Earth. They are fund peers among mining stocks, not always direct business competitors.
Which ETFs hold USA Rare Earth?
As of 12 October 2026, one fund that Zensei tracks holds USAR. Zensei groups it with mining stocks in SPDR S&P Metals & Mining ETF (XME), where its weight is 3.0%.
Is USA Rare Earth in the S&P 500?
As of 12 October 2026, USA Rare Earth is not in the S&P 500. Zensei groups it with mining stocks (XME), where it has 3.0% weight.
What sector is USA Rare Earth in?
As of 12 October 2026, Zensei groups USA Rare Earth with mining stocks (XME, its primary fund).
Is USA Rare Earth stock beating the S&P 500?
As of 12 October 2026, USA Rare Earth (USAR) is down 24.0% over the past month. The S&P 500 is up 2.1% over the same month. Over three months, the stock is down 31.3% and the S&P 500 is up 4.1%.
Is USA Rare Earth doing better than other mining stocks?
As of 12 October 2026, USA Rare Earth (USAR) is behind mining stocks as a group (XME) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.
Recent changes
- ·Trailing the market and mining stocks → among the weakest
- ·Among the weakest → trailing the market and mining stocks
- ·First tracked: among the weakest
Track USA Rare Earth against mining stocks and the market
Zensei Edge maps 100+ sectors and themes against the S&P 500, with each stock inside them measured against its group.