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Improving#27 of 115 by 1M spread

Community Banks vs the S&P 500 (QABA): is it outperforming?

Over the past month, QABA has outperformed the S&P 500 by 1.7 points. Here is where that puts it in the sector rotation — updated daily.

1M spread vs SPY
+1.7 pts
Quadrant
Improving
Momentum
Mixed
RS health
Holding
Holdings P/E
14.8×

Where QABA sits on the rotation map

Community Banks highlighted against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window — the methodology explains the math.

QABA vs SPY: head-to-head returns

QABA (community banks) and SPY (the S&P 500) side by side over every window Zensei tracks. The spread is the difference — positive means QABA won that window.

Window
QABA
SPY
Spread
1 week−0.7%−0.3%−0.5 pts
2 weeks−0.1%+2.8%−2.8 pts
1 month+2.9%+1.2%+1.7 pts
3 months+9.6%+9.5%+0.2 pts
6 months+18.3%+8.5%+9.8 pts
1 year+21.5%+21.4%+0.0 pts

Data as of 2026-07-13 · computed from daily adjusted closes · how we measure

The read

Community Banks (QABA) has just turned the corner. Over the longer, time-shifted window it trailed the S&P 500 by 1.6 points, but over the past month it has moved clearly ahead of the market — a 1.7-point edge that puts it in the improving quadrant. Ranked by one-month spread, it currently stands #27 of the 115 groups Zensei tracks.

On the shorter tape, QABA's momentum is mixed: the longer intraday trend is still positive, but the recent windows have gone flat. QABA's relative-strength line is holding around its moving averages — the trend is intact but no longer extending. The longer trend remains healthier than the recent tape suggests — the kind of divergence worth rechecking in a week.

The exposure comes via First Trust NASDAQ ABA Community Bank Index Fund, whose 160 tracked holdings are led by WINTRUST FINANCIAL CORP, COMMERCE BANCSHARES INC and CENTRAL BANCOMPANY INC CLASS A. Weighted by portfolio, the fund's holdings trade at roughly 14.8× earnings and 5.4× sales. The thing to watch from here is confirmation: improving groups that hold a positive one-month spread long enough for the longer window to turn are the classic early-rotation entries — the ones that fail fall back quickly.

What's inside QABA

Top 5 of 160 tracked holdings, by portfolio weight.

Holding
Weight
1M
WTFCWINTRUST FINANCIAL CORP
4.4%+1.4%
CBSHCOMMERCE BANCSHARES INC
3.4%+4.8%
CBCCENTRAL BANCOMPANY INC CLASS A
2.9%+8.3%
UBSIUNITED BANKSHARES INC
2.5%+1.1%
HWCHANCOCK WHITNEY CORP
2.4%+4.7%
155 more holdings — each measured against the sector, with momentum and relative strengthUnlock with Premium

Community Banks vs the market — common questions

Is community banks outperforming the S&P 500?

Right now, yes: over the past month QABA has outperformed the S&P 500 by 1.7 points. This page updates daily, so the answer reflects current market data rather than a dated article.

What is QABA?

QABA is First Trust NASDAQ ABA Community Bank Index Fund, the fund Zensei uses to measure the community banks group against the S&P 500 benchmark (SPY).

Which stocks are in QABA?

QABA's largest tracked positions are WINTRUST FINANCIAL CORP, COMMERCE BANCSHARES INC, CENTRAL BANCOMPANY INC CLASS A, UNITED BANKSHARES INC, HANCOCK WHITNEY CORP — 160 holdings in total. The full list, with each stock measured against the group, is part of Zensei Premium.

What quadrant is community banks in right now?

As of the latest daily data, community banks is in the improving quadrant — behind the market over the longer window, but ahead over the past month. The quadrant rules are documented on the Zensei methodology page.

Related sectors

Track community banks 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.