RACE vs. USRD
RACE (Ferrari N.V.) is a stock, while USRD (Themes US R&D Champions ETF) is Large Cap Blend Equities fund tracking the Solactive US R&D Champions Index. Over the past year, RACE returned -22.45% vs 21.33% for USRD. At a 0.38 correlation, their price movements are largely independent.
Performance
RACE vs. USRD - Performance Comparison
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Returns By Period
In the year-to-date period, RACE achieves a 1.23% return, which is significantly lower than USRD's 12.31% return.
RACE
- 1D
- 5.50%
- 1M
- 11.04%
- YTD
- 1.23%
- 6M
- 1.67%
- 1Y
- -22.45%
- 3Y*
- 8.36%
- 5Y*
- 12.91%
- 10Y*
- 25.54%
USRD
- 1D
- 1.76%
- 1M
- 4.18%
- YTD
- 12.31%
- 6M
- 9.99%
- 1Y
- 21.33%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RACE vs. USRD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
RACE Ferrari N.V. | 1.23% | -11.65% | 26.34% | -8.86% |
USRD Themes US R&D Champions ETF | 12.31% | 12.44% | 15.53% | 5.32% |
Correlation
The correlation between RACE and USRD is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Dec 13, 2023 | 0.38 |
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Return for Risk
RACE vs. USRD — Risk / Return Rank
RACE
USRD
RACE vs. USRD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ferrari N.V. (RACE) and Themes US R&D Champions ETF (USRD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RACE | USRD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.85 | ||
| Sortino ratioReturn per unit of downside risk | -2.42 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.22 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.57 | 1.59 | -2.16 |
| Martin ratioReturn relative to average drawdown | -0.90 | 4.81 | -5.71 |
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Drawdowns
RACE vs. USRD - Drawdown Comparison
The maximum RACE drawdown since its inception was -46.67%, which is greater than USRD's maximum drawdown of -23.79%. Use the drawdown chart below to compare losses from any high point for RACE and USRD.
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Drawdown Indicators
| RACE | USRD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.67% | -23.79% | -22.88% |
Max Drawdown (1Y)Largest decline over 1 year | -39.22% | -13.49% | -25.73% |
Max Drawdown (3Y)Largest decline over 3 years | -39.22% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -39.22% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -39.22% | — | — |
Current DrawdownCurrent decline from peak | -27.73% | -7.42% | -20.31% |
Average DrawdownAverage peak-to-trough decline | -11.49% | -3.71% | -7.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.95% | 4.45% | +20.50% |
Volatility
RACE vs. USRD - Volatility Comparison
Ferrari N.V. (RACE) has a higher volatility of 12.09% compared to Themes US R&D Champions ETF (USRD) at 8.08%. This indicates that RACE's price experiences larger fluctuations and is considered to be riskier than USRD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RACE | USRD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.09% | 8.08% | +4.01% |
Volatility (6M)Calculated over the trailing 6-month period | 24.54% | 14.50% | +10.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.25% | 17.70% | +17.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.53% | 19.49% | +10.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.54% | 19.49% | +10.05% |
Dividends
RACE vs. USRD - Dividend Comparison
RACE's dividend yield for the trailing twelve months is around 2.33%, more than USRD's 0.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
RACE Ferrari N.V. | 2.33% | 1.85% | 0.61% | 0.59% | 0.69% | 0.40% | 0.54% | 0.70% | 0.88% | 0.61% | 0.79% |
USRD Themes US R&D Champions ETF | 0.38% | 0.42% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RACE and USRD have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RACE has higher volatility (12.09%) compared to USRD (8.08%). In terms of maximum drawdown, RACE dropped -46.67% vs USRD's -23.79%.
USRD currently has the higher Sharpe Ratio (1.21 vs -0.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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