Netflix (NFLX) stock vs the S&P 500 and internet stocks
As of 12 October 2026, Netflix (NFLX) is trailing both the S&P 500 and internet stocks as a group (FDN) over the past three months.
Where Netflix stands now
As of 12 October 2026, Netflix 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, NFLX lags: it is behind internet stocks (FDN) over both the past month and three months. As a group, internet stocks are beating the S&P 500 right now. The group is doing the work here; the stock is not keeping up with it.
Netflix is 5.6% of FDN, so its moves weigh on the fund. It sits in 5 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.
Netflix peers in internet stocks
The largest other holdings of First Trust Dow Jones Internet Index Fund (FDN), 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 Netflix in the S&P 500?
As of 12 October 2026, Netflix is in the S&P 500. Its sector fund, Communication Services (XLC), holds it at 4.3% weight.
Every stock in one of the 11 S&P 500 sector funds is in the index. See Communication Services Stocks (XLC)
Netflix ETF: the funds that hold NFLX
5 funds that Zensei tracks hold NFLX. The main sector is the fund Zensei groups it with. The other funds follow by weight.
NFLX stock performance: 1-month, 3-month and 1-year vs the S&P 500
Netflix 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
NFLX against internet stocks, in depth
See the size of the gap between Netflix and internet stocks (FDN) over every window, its momentum and its relative strength, and where it sits among internet stocks.
See the full analysisNetflix stock: common questions
Which stocks are Netflix's peers?
As of 12 October 2026, the largest other holdings of First Trust Dow Jones Internet Index Fund (FDN) by weight are Meta Platforms (META), Amazon (AMZN), Cisco Systems Inc (CSCO), Alphabet (GOOGL), Arista Networks Inc (ANET). They share the fund with Netflix. They are fund peers among internet stocks, not always direct business competitors.
Which ETFs hold Netflix?
As of 12 October 2026, 5 funds that Zensei tracks hold NFLX. Zensei groups it with internet stocks in First Trust Dow Jones Internet Index Fund (FDN), where its weight is 5.6%. It is also in EA Series Trust Next Generation Media ETF (GGME, 7.0%), Communication Services Select Sector SPDR (XLC, 4.3%), VanEck Social Sentiment ETF (BUZZ, 0.8%), SPDR S&P 1500 Momentum Tilt ETF (MMTM, 0.0%).
Is Netflix in the S&P 500?
As of 12 October 2026, Netflix is in the S&P 500. Its sector fund, Communication Services (XLC), holds it at 4.3% weight.
What sector is Netflix in?
As of 12 October 2026, Zensei groups Netflix with internet stocks (FDN, its primary fund). In the S&P 500, it is in the Communication Services sector fund (XLC). It is also in media stocks (GGME), social sentiment stocks (BUZZ) and momentum stocks (MMTM).
Is Netflix stock beating the S&P 500?
As of 12 October 2026, Netflix (NFLX) is down 8.8% over the past month. The S&P 500 is up 2.1% over the same month. Over three months, the stock is down 4.4% and the S&P 500 is up 4.1%.
Is Netflix doing better than other internet stocks?
As of 12 October 2026, Netflix (NFLX) is behind internet stocks as a group (FDN) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.
Recent changes
- ·First tracked: trailing the market and internet stocks
Track Netflix against internet 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.