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Zensei
Trailing the market and internet stocks

Netflix (NFLX) stock vs the S&P 500 and internet stocks

As of 2 October 2026, Netflix (NFLX) is trailing both the S&P 500 and internet stocks as a group (FDN) over the past three months.

Prices as of
NFLX 1M
−17.0%
S&P 500 1M
+1.3%
Funds that hold it
5
Weight in FDN
5.8%

Where Netflix stands now

As of 2 October 2026, Netflix 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, NFLX lags: it is behind internet stocks (FDN) over both the past month and three months. As a group, internet stocks are beating the S&P 500 right now. The group is doing the work here; the stock is not keeping up with it.

Netflix is 5.8% of FDN, so its moves weigh on the fund. It sits in 5 of the sector and theme funds Zensei tracks. The thing to watch is the past month: a turn against the market usually shows there first.

NFLX vs the S&P 500: returns

Netflix and the S&P 500 (SPY) side by side, over each window Zensei tracks.

Window
NFLX
S&P 500
1 week−5.7%−0.2%
2 weeks−11.0%+1.2%
1 month−17.0%+1.3%
3 months−13.6%+3.6%
6 months−32.0%+17.9%
1 year−42.3%+16.2%

Prices as of · computed from daily adjusted closes · how we measure

Zensei Edge

NFLX against internet stocks, in depth

See the size of the gap between Netflix and internet stocks (FDN) over every window, its momentum and its relative strength, and where it sits among internet stocks.

See the full analysis

Which ETFs hold Netflix?

5 funds that Zensei tracks hold NFLX, by weight. The fund with the largest weight is its sector on this page.

Fund
Weight
FDNInternet StocksMain sector
First Trust Dow Jones Internet Index Fund
5.8%
XLCCommunication Services Stocks
Communication Services Select Sector SPDR
4.1%
GGMEMedia Stocks
EA Series Trust Next Generation Media ETF
7.1%
BUZZSocial Sentiment Stocks
VanEck Social Sentiment ETF
0.84%
MMTMMomentum Stocks
SPDR S&P 1500 Momentum Tilt ETF
0.03%

Netflix competitors

The largest other holdings of First Trust Dow Jones Internet Index Fund (FDN), with their return over the past month.

Stock
Weight
1M
METAMeta Platforms
11.1%+25.9%
AMZNAmazon
9.9%−1.3%
CSCOCisco Systems Inc
8.6%+2.6%
GOOGLAlphabet
5.8%+2.6%
ANETArista Networks Inc
4.7%+9.6%
GOOGAlphabet Inc
4.6%+2.6%
CRMSalesforce
4.2%−8.9%
BKNGBooking Holdings Inc
4.2%−18.5%
Each stock measured against the sector, with momentum and relative strengthUnlock with Premium

Netflix stock: common questions

Is Netflix stock beating the S&P 500?

As of 2 October 2026, Netflix (NFLX) is down 17.0% over the past month. The S&P 500 is up 1.3% over the same month. Over three months, the stock is down 13.6% and the S&P 500 is up 3.6%.

Which ETFs hold Netflix?

As of 2 October 2026, 5 funds that Zensei tracks hold NFLX. Its largest weight is in First Trust Dow Jones Internet Index Fund (FDN), at 5.8%. It is also in Communication Services Select Sector SPDR (XLC, 4.1%), EA Series Trust Next Generation Media ETF (GGME, 7.1%), VanEck Social Sentiment ETF (BUZZ, 0.8%), SPDR S&P 1500 Momentum Tilt ETF (MMTM, 0.0%).

Who are Netflix's competitors?

As of 2 October 2026, the largest other holdings of First Trust Dow Jones Internet Index Fund (FDN) are Meta Platforms (META), Amazon (AMZN), Cisco Systems Inc (CSCO), Alphabet (GOOGL), Arista Networks Inc (ANET). These are the stocks Netflix sits next to among internet stocks.

Is Netflix doing better than other internet stocks?

As of 2 October 2026, Netflix (NFLX) is behind internet stocks as a group (FDN) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.

Track Netflix against internet 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.

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