Circle Internet Group (CRCL) stock vs the S&P 500 and crypto stocks
As of 2 October 2026, Circle Internet Group (CRCL) is among the strongest stocks we track. It is well ahead of the S&P 500 and ahead of crypto stocks as a group (DAPP) over the past three months.
Where Circle Internet Group stands now
As of 2 October 2026, Circle Internet Group is still ahead of the S&P 500 over three months, but it gave back ground over the past month.
Inside its group, CRCL is slipping: still ahead of crypto stocks (DAPP) over three months, but behind over the past month. As a group, crypto stocks are gaining ground on the S&P 500 right now. The group is in transition, so the stock's place inside it matters more than usual.
Circle Internet Group is 6.6% of DAPP, so its moves weigh on the fund. It sits in 6 of the sector and theme funds Zensei tracks. The thing to watch is whether the lead holds as the longer windows catch up; leaders that keep their recent edge tend to stay in front.
CRCL vs the S&P 500: returns
Circle Internet Group 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
CRCL against crypto stocks, in depth
See the size of the gap between Circle Internet Group and crypto stocks (DAPP) over every window, its momentum and its relative strength, and where it sits among crypto stocks.
See the full analysisWhich ETFs hold Circle Internet Group?
6 funds that Zensei tracks hold CRCL, by weight. The fund with the largest weight is its sector on this page.
Circle Internet Group competitors
The largest other holdings of VanEck Digital Transformation ETF (DAPP), with their return over the past month.
Circle Internet Group stock: common questions
Is Circle Internet Group stock beating the S&P 500?
As of 2 October 2026, Circle Internet Group (CRCL) is down 9.2% over the past month. The S&P 500 is up 1.3% over the same month. Over three months, the stock is up 25.7% and the S&P 500 is up 3.6%.
Which ETFs hold Circle Internet Group?
As of 2 October 2026, 6 funds that Zensei tracks hold CRCL. Its largest weight is in VanEck Digital Transformation ETF (DAPP), at 6.6%. It is also in Global X FinTech ETF (FINX, 3.6%), Amplify Transformational Data Sharing ETF (BLOK, 1.4%), First Trust Dow Jones Internet Index Fund (FDN, 0.6%), iShares Expanded Tech-Software Sector ETF (IGV, 0.6%), VanEck Social Sentiment ETF (BUZZ, 0.4%).
Who are Circle Internet Group's competitors?
As of 2 October 2026, the largest other holdings of VanEck Digital Transformation ETF (DAPP) are Coinbase (COIN), Block Inc (XYZ), BitMine Immersion Technologies (BMNR), IREN (IREN), MicroStrategy (MSTR). These are the stocks Circle Internet Group sits next to among crypto stocks.
Is Circle Internet Group doing better than other crypto stocks?
As of 2 October 2026, Circle Internet Group (CRCL) is ahead of 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.
Track Circle Internet Group 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.