IREN stock vs the S&P 500 and crypto stocks
As of 2 October 2026, IREN is beating both the S&P 500 and crypto stocks as a group (DAPP) over the past three months.
Where IREN stands now
As of 2 October 2026, IREN gives a mixed picture against the S&P 500, ahead on some windows and behind on others.
Inside its group, IREN leads: it is ahead of crypto stocks (DAPP) over both the past month and three months. 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.
IREN is 6.1% of DAPP, so its moves weigh on the fund. It sits in 3 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.
IREN vs the S&P 500: returns
IREN 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
IREN against crypto stocks, in depth
See the size of the gap between IREN 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 IREN?
3 funds that Zensei tracks hold IREN, by weight. The fund with the largest weight is its sector on this page.
IREN competitors
The largest other holdings of VanEck Digital Transformation ETF (DAPP), with their return over the past month.
IREN stock: common questions
Is IREN stock beating the S&P 500?
As of 2 October 2026, IREN is up 13.4% over the past month. The S&P 500 is up 1.3% over the same month. Over three months, the stock is up 7.6% and the S&P 500 is up 3.6%.
Which ETFs hold IREN?
As of 2 October 2026, 3 funds that Zensei tracks hold IREN. Its largest weight is in VanEck Digital Transformation ETF (DAPP), at 6.1%. It is also in Amplify Transformational Data Sharing ETF (BLOK, 0.7%), VanEck Social Sentiment ETF (BUZZ, 2.7%).
Who are IREN'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), Circle Internet Group (CRCL), MicroStrategy (MSTR). These are the stocks IREN sits next to among crypto stocks.
Is IREN doing better than other crypto stocks?
As of 2 October 2026, IREN 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 IREN 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.