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Trailing the marketUnderperformers#27 of 115 by 1M spread

Gaming vs the S&P 500 (BJK): is it outperforming?

As of 12 October 2026, gaming stocks are trailing the S&P 500, over the past month and over the longer run. BJK trails the S&P 500 by 1.1 points over one month and ranks #27 of 115 groups Zensei tracks.

Prices as of

Where gaming stocks stand now

As of 12 October 2026, Gaming (BJK) ranks #27 of the 115 groups Zensei tracks by one-month return against the S&P 500. It is out of favor: it trails the S&P 500 on both rotation windows — 1.1 points behind over the past month and 3.0 points behind over the longer, time-shifted window. That is the Underperformers quadrant.

On the shorter tape, BJK's momentum is weakening: the intraday trend that carried the move is cooling across the shorter windows. BJK's relative-strength line has broken below its long-term average — the long-term outperformance trend is no longer intact. Both signals point the same direction here: the market is not rewarding this group on either horizon.

The thing to watch from here is the one-month spread: underperformers only become interesting when the recent window turns positive first — until then, the market is voting elsewhere.

1M spread vs SPY
−1.1 pts
Quadrant
Underperformers
Momentum
Weakening
RS health
Broken

Gaming Stocks vs the S&P 500

Over the week to 12 October 2026, BJK rose 3.7% while the S&P 500 rose 0.4%. The table compares BJK and SPY (the S&P 500) over every window Zensei tracks. The spread is the difference: positive means BJK won that window.

Window
BJK
SPY
Spread
1 week+3.7%+0.4%+3.2 pts
2 weeks+3.9%+0.9%+3.0 pts
1 month+1.0%+2.1%−1.1 pts
3 months−0.0%+4.1%−4.2 pts
6 months+7.0%+12.6%−5.6 pts
1 year−4.0%+20.4%−24.5 pts

Prices as of · computed from daily adjusted closes · how we measure

Gaming on the rotation map, against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window.

Gaming Stocks: common questions

Which ETF holds gaming stocks?

Several ETFs hold gaming stocks. Zensei tracks the group through BJK, the VanEck Gaming ETF. As of 12 October 2026, Zensei has the 0 largest gaming stocks from its published holdings.

Are gaming stocks outperforming the S&P 500?

No. As of 12 October 2026, BJK trails the S&P 500 by 1.1 points over the past month.

What is BJK?

BJK is VanEck Gaming ETF. Zensei uses it to measure gaming stocks against the S&P 500 (SPY).

What quadrant is gaming in right now?

As of 12 October 2026, gaming is in the Underperformers quadrant — trailing the S&P 500 on both windows. The Zensei methodology page explains the quadrants.

Related sectors

Track gaming against the whole market

Zensei Edge maps 100+ sectors and themes against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.

Compare all sectors: Sector heat map · Sector P/E ratios