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Trailing the market and crypto stocks

IREN stock vs the S&P 500 and crypto stocks

As of 12 October 2026, IREN is trailing both the S&P 500 and crypto stocks as a group (DAPP) over the past three months.

Prices as of Last update : Beating the market and crypto stocks → trailing the market and crypto stocks
IREN 1M
−20.6%
S&P 500 1M
+2.1%
Funds that hold it
3
Weight in DAPP
6.3%

Where IREN stands now

As of 12 October 2026, IREN 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, IREN lags: it is behind crypto stocks (DAPP) over both the past month and three months. As a group, crypto 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.

IREN is 6.3% of DAPP, so its moves weigh on the fund. It sits in 3 of the sector and theme funds Zensei tracks. The thing to watch is the past month: a turn against the market usually shows there first.

IREN peers in crypto stocks

The largest other holdings of VanEck Digital Transformation ETF (DAPP), 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.

Stock
Weight
1M
8.8%+2.9%
XYZBlock Inc
7.8%−3.0%
6.4%−7.4%
5.7%+16.6%
HUTHUT 8 Corp
5.4%−13.5%
4.7%−23.3%
CLSKCleanspark Inc
4.5%−24.7%
Each stock measured against the sector, with momentum and relative strengthUnlock with Premium

Is IREN in the S&P 500?

No

As of 12 October 2026, IREN is not in the S&P 500. Zensei groups it with crypto stocks (DAPP), where it has 6.3% weight.

None of the 11 S&P 500 sector funds holds it. See Crypto Stocks (DAPP)

IREN ETF: the funds that hold IREN

3 funds that Zensei tracks hold IREN. The main sector is the fund Zensei groups it with. The other funds follow by weight.

Fund
Weight
DAPPCrypto StocksMain sector
VanEck Digital Transformation ETF
6.3%
VanEck Social Sentiment ETF
2.7%
Amplify Transformational Data Sharing ETF
0.74%

IREN stock performance: 1-month, 3-month and 1-year vs the S&P 500

IREN and the S&P 500 (SPY) side by side, over each window Zensei tracks.

Window
IREN
S&P 500
1 week−14.0%+0.4%
2 weeks−21.1%+0.9%
1 month−20.6%+2.1%
3 months−10.7%+4.1%
6 months−26.5%+12.6%
1 year−41.8%+20.4%

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

Zensei Edge

IREN against crypto stocks, in depth

See the size of the gap between IREN and crypto stocks (DAPP) over every window, its momentum and its relative strength, and where it sits among crypto stocks.

See the full analysis

IREN stock: common questions

Which stocks are IREN's peers?

As of 12 October 2026, the largest other holdings of VanEck Digital Transformation ETF (DAPP) by weight are Coinbase (COIN), Block Inc (XYZ), BitMine Immersion Technologies (BMNR), Circle Internet Group (CRCL), MicroStrategy (MSTR). They share the fund with IREN. They are fund peers among crypto stocks, not always direct business competitors.

Which ETFs hold IREN?

As of 12 October 2026, 3 funds that Zensei tracks hold IREN. Zensei groups it with crypto stocks in VanEck Digital Transformation ETF (DAPP), where its weight is 6.3%. It is also in VanEck Social Sentiment ETF (BUZZ, 2.7%), Amplify Transformational Data Sharing ETF (BLOK, 0.7%).

Is IREN in the S&P 500?

As of 12 October 2026, IREN is not in the S&P 500. Zensei groups it with crypto stocks (DAPP), where it has 6.3% weight.

What sector is IREN in?

As of 12 October 2026, Zensei groups IREN with crypto stocks (DAPP, its primary fund). It is also in blockchain stocks (BLOK) and social sentiment stocks (BUZZ).

Is IREN stock beating the S&P 500?

As of 12 October 2026, IREN is down 20.6% over the past month. The S&P 500 is up 2.1% over the same month. Over three months, the stock is down 10.7% and the S&P 500 is up 4.1%.

Is IREN doing better than other crypto stocks?

As of 12 October 2026, IREN is behind crypto stocks as a group (DAPP) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.

Recent changes

  1. ·Beating the market and crypto stocks → trailing the market and crypto stocks
  2. ·First tracked: beating the market and crypto stocks

Track IREN against crypto 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.