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.
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.
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.
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