Archer Aviation (ACHR) stock vs the S&P 500 and defense stocks
As of 2 October 2026, Archer Aviation (ACHR) is beating defense stocks as a group (ITA) but trailing the S&P 500 over the past three months.
Where Archer Aviation stands now
As of 2 October 2026, Archer Aviation 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, ACHR is slipping: still ahead of defense stocks (ITA) over three months, but behind over the past month. As a group, defense stocks are trailing the S&P 500 right now. A strong stock in a weak group: it holds up while its peers struggle.
Archer Aviation is 0.3% of ITA, so the fund's direction owes little to it. The thing to watch is the market: it beats its peers, but the group as a whole is not keeping up with the S&P 500.
ACHR vs the S&P 500: returns
Archer Aviation 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
ACHR against defense stocks, in depth
See the size of the gap between Archer Aviation and defense stocks (ITA) over every window, its momentum and its relative strength, and where it sits among defense stocks.
See the full analysisWhich ETFs hold Archer Aviation?
One fund that Zensei tracks holds ACHR, by weight. The fund with the largest weight is its sector on this page.
Archer Aviation competitors
The largest other holdings of iShares U.S. Aerospace & Defense ETF (ITA), with their return over the past month.
Archer Aviation stock: common questions
Is Archer Aviation stock beating the S&P 500?
As of 2 October 2026, Archer Aviation (ACHR) is down 12.1% over the past month. The S&P 500 is up 1.3% over the same month. Over three months, the stock is down 1.8% and the S&P 500 is up 3.6%.
Which ETFs hold Archer Aviation?
As of 2 October 2026, one fund that Zensei tracks holds ACHR. Its largest weight is in iShares U.S. Aerospace & Defense ETF (ITA), at 0.3%.
Who are Archer Aviation's competitors?
As of 2 October 2026, the largest other holdings of iShares U.S. Aerospace & Defense ETF (ITA) are GE Aerospace (GE), RTX (RTX), Boeing (BA), Lockheed Martin Corp (LMT), Transdigm Group Inc (TDG). These are the stocks Archer Aviation sits next to among defense stocks.
Is Archer Aviation doing better than other defense stocks?
As of 2 October 2026, Archer Aviation (ACHR) is ahead of defense stocks as a group (ITA) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.
Track Archer Aviation against defense 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.