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Emerging#24 of 115 by 1M spread

Social Sentiment vs the S&P 500 (BUZZ): is it outperforming?

Over the past month, BUZZ has outperformed the S&P 500 by 7.1 points. Here is where that puts it in the sector rotation — updated daily.

1M spread vs SPY
+7.1 pts
Quadrant
Emerging
Momentum
Weakening
RS health
Holding
Holdings P/E
72.4×

Where BUZZ sits on the rotation map

Social Sentiment highlighted against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window — the methodology explains the math.

BUZZ vs SPY: head-to-head returns

BUZZ (social sentiment) and SPY (the S&P 500) side by side over every window Zensei tracks. The spread is the difference — positive means BUZZ won that window.

Window
BUZZ
SPY
Spread
1 week−1.5%+0.5%−2.0 pts
2 weeks−2.3%−1.1%−1.2 pts
1 month+10.9%+3.8%+7.1 pts
3 months−10.5%+2.0%−12.4 pts
6 months+18.2%+12.7%+5.4 pts
1 year+11.5%+19.9%−8.4 pts

Data as of 2026-08-28 · computed from daily adjusted closes · how we measure

The read

Social Sentiment (BUZZ) has just turned the corner. Over the longer, time-shifted window it trailed the S&P 500 by 17.5 points, but over the past month it has moved decisively ahead of the market — a 7.1-point edge that puts it in the Emerging quadrant. Ranked by one-month spread, it currently stands #24 of the 115 groups Zensei tracks.

On the shorter tape, BUZZ's momentum is weakening: the intraday trend that carried the move is cooling across the shorter windows. BUZZ's relative-strength line is holding around its moving averages — the trend is intact but no longer extending. The longer trend remains healthier than the recent tape suggests — the kind of divergence worth rechecking in a week.

The exposure comes via VanEck Social Sentiment ETF, whose 75 tracked holdings are led by n/a, SUPER MICRO COMPUTER INC and MICROSOFT CORP. Weighted by portfolio, the fund's holdings trade at roughly 72.4× earnings and 51.1× sales. The thing to watch from here is confirmation: emerging groups that hold a positive one-month spread long enough for the longer window to turn are the classic early-rotation entries — the ones that fail fall back quickly.

What's inside BUZZ

Top 5 of 75 tracked holdings, by portfolio weight.

Holding
Weight
1M
PLTRn/a
4.1%+50.8%
SMCISUPER MICRO COMPUTER INC
4.1%+30.3%
MSFTMICROSOFT CORP
3.9%+30.8%
NBISNEBIUS GROUP NV SHS CLASS-A-
3.5%+23.3%
NVDANVIDIA CORP
3.3%+10.4%
70 more holdings — each measured against the sector, with momentum and relative strengthUnlock with Premium

Social Sentiment vs the market — common questions

Is social sentiment outperforming the S&P 500?

Right now, yes: over the past month BUZZ has outperformed the S&P 500 by 7.1 points. This page updates daily, so the answer reflects current market data rather than a dated article.

What is BUZZ?

BUZZ is VanEck Social Sentiment ETF, the fund Zensei uses to measure the social sentiment group against the S&P 500 benchmark (SPY).

Which stocks are in BUZZ?

BUZZ's largest tracked positions are n/a, SUPER MICRO COMPUTER INC, MICROSOFT CORP, NEBIUS GROUP NV SHS CLASS-A-, NVIDIA CORP — 75 holdings in total. The full list, with each stock measured against the group, is part of Zensei Premium.

What quadrant is social sentiment in right now?

As of the latest daily data, social sentiment is in the Emerging quadrant — behind the market over the longer window, but ahead over the past month. The quadrant rules are documented on the Zensei methodology page.

Related sectors

Track social sentiment against the whole market

Zensei Edge maps 100+ sectors and themes against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.