CoreWeave (CRWV) stock vs the S&P 500 and digital infrastructure stocks
As of 2 October 2026, CoreWeave (CRWV) is beating both the S&P 500 and digital infrastructure stocks as a group (IDGT) over the past three months.
Where CoreWeave stands now
As of 2 October 2026, CoreWeave has turned: it is ahead of the S&P 500 over the past one and three months, but still behind over the longer run. A recent turn like this needs time to prove itself.
Inside its group, CRWV leads: it is ahead of digital infrastructure stocks (IDGT) over both the past month and three months. As a group, digital infrastructure 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.
CoreWeave is 4.2% of IDGT, so its moves weigh on the fund. It sits in 6 of the sector and theme funds Zensei tracks. The thing to watch is the gap to its group: as long as it stays ahead of both the market and its peers, the trend is intact.
CRWV vs the S&P 500: returns
CoreWeave 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
CRWV against digital infrastructure stocks, in depth
See the size of the gap between CoreWeave and digital infrastructure stocks (IDGT) over every window, its momentum and its relative strength, and where it sits among digital infrastructure stocks.
See the full analysisWhich ETFs hold CoreWeave?
6 funds that Zensei tracks hold CRWV, by weight. The fund with the largest weight is its sector on this page.
CoreWeave competitors
The largest other holdings of iShares Digital Infrastructure ETF (IDGT), with their return over the past month.
CoreWeave stock: common questions
Is CoreWeave stock beating the S&P 500?
As of 2 October 2026, CoreWeave (CRWV) is up 9.5% over the past month. The S&P 500 is up 1.3% over the same month. Over three months, the stock is up 9.6% and the S&P 500 is up 3.6%.
Which ETFs hold CoreWeave?
As of 2 October 2026, 6 funds that Zensei tracks hold CRWV. Its largest weight is in iShares Digital Infrastructure ETF (IDGT), at 4.2%. It is also in First Trust Cloud Computing ETF (SKYY, 3.0%), Fidelity Metaverse ETF (FMET, 1.9%), First Trust Dow Jones Internet Index Fund (FDN, 1.1%), VanEck Social Sentiment ETF (BUZZ, 1.1%), Alger Mid Cap 40 ETF (KNCT, 0.4%).
Who are CoreWeave's competitors?
As of 2 October 2026, the largest other holdings of iShares Digital Infrastructure ETF (IDGT) are Equinix Inc (EQIX), American Tower Corp (AMT), Fastly Inc (FSLY), Sba Communications Corp (SBAC), Uniti Group Inc (UNIT). These are the stocks CoreWeave sits next to among digital infrastructure stocks.
Is CoreWeave doing better than other digital infrastructure stocks?
As of 2 October 2026, CoreWeave (CRWV) is ahead of digital infrastructure stocks as a group (IDGT) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.
Track CoreWeave against digital infrastructure 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.