📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 31 Jul 2026 15:34 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLY
Consumer Disc
+5.2%
1W    |  1Q: -2.8%
XLP
Consumer Staples
+1.3%
1W    |  1Q: +2.0%
XLF
Financials
+1.1%
1W    |  1Q: +10.1%
XLC
Communication
+0.6%
1W    |  1Q: -8.1%
XLV
Healthcare
-0.2%
1W    |  1Q: +12.3%
XLE
Energy
-1.3%
1W    |  1Q: +0.8%
XLK
Technology
-1.4%
1W    |  1Q: +7.3%
XLB
Materials
-1.8%
1W    |  1Q: -1.6%
XLRE
Real Estate
-1.9%
1W    |  1Q: +2.6%
XLI
Industrials
-2.0%
1W    |  1Q: +3.7%
XLU
Utilities
-3.7%
1W    |  1Q: -3.7%
Tech Thematic ETF Heatmap — Weekly Returns
CLOU
Cloud
+7.6%
1W    |  1Q: +17.9%
IGV
Software
+5.7%
1W    |  1Q: +7.4%
ESPO
Gaming
+5.6%
1W    |  1Q: +2.3%
FDN
Internet
+4.5%
1W    |  1Q: +1.8%
SNSR
IoT
+3.1%
1W    |  1Q: +3.3%
CIBR
Cyber
+2.2%
1W    |  1Q: +31.5%
LIT
Battery
+1.9%
1W    |  1Q: -21.8%
FINX
FinTech
+0.9%
1W    |  1Q: -1.2%
QTUM
Quantum
+0.7%
1W    |  1Q: +4.2%
AIQ
AI Compute
+0.6%
1W    |  1Q: +2.6%
GRID
Grid
+0.2%
1W    |  1Q: -6.7%
SHLD
Defense
-0.6%
1W    |  1Q: -7.5%
NLR
Nuclear
-1.8%
1W    |  1Q: -26.3%
WTAI
AI
-1.9%
1W    |  1Q: +5.3%
XSD
Semis EW
-2.3%
1W    |  1Q: -3.1%
DTCR
Data Center
-2.5%
1W    |  1Q: -4.8%
DAPP
Blockchain
-3.5%
1W    |  1Q: -8.8%
SMH
Semis
-3.9%
1W    |  1Q: +5.8%
SOXX
Semis (SOXX)
-3.9%
1W    |  1Q: +8.7%
S&P 500 Sector ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XLV Healthcare $162.26 -0.2% ▼ -1.1% +1.7% +12.3% ▲ +18.7% Strong +7.3
2 XLF Financials $56.94 +1.1% ▲ +1.0% +3.9% +10.1% ▲ +13.5% Strong +6.5
3 XLK Technology $173.43 -1.4% ▼ -1.6% -6.6% +7.3% ▼ -4.3% Rising +3.8
4 XLP Consumer Staples $85.26 +1.3% ▲ +2.5% +2.4% +2.0% ▲ +1.8% Neutral +1.7
5 XLI Industrials $178.95 -2.0% ▼ -3.8% -2.4% +3.7% ▲ +0.2% Neutral +1.4
6 XLRE Real Estate $45.07 -1.9% ▼ -3.1% +2.0% +2.6% ▼ -6.3% Neutral +0.8
7 XLY Consumer Disc $115.06 +5.2% ▲ +10.4% -2.6% -2.8% ▼ -0.3% Neutral +0.4
8 XLE Energy $58.87 -1.3% ▼ -4.7% +11.5% +0.8% ▼ -17.6% Neutral -0.0
9 XLB Materials $50.36 -1.8% ▼ -3.2% -1.3% -1.6% ▼ -5.5% Weak -1.7
10 XLU Utilities $44.56 -3.7% ▼ -6.2% -0.5% -3.7% ▼ -13.7% Lagging -3.7
11 XLC Communication $106.96 +0.6% ▲ +4.5% -2.5% -8.1% ▼ -5.9% Lagging -4.6
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 CIBR Cyber $90.31 +2.2% ▲ +6.5% -0.9% +31.5% ▲ +32.5% Strong +19.8
2 CLOU Cloud $24.82 +7.6% ▲ +12.0% +6.4% +17.9% ▲ +16.0% Strong +13.8
3 IGV Software $93.0 +5.7% ▲ +10.9% -0.4% +7.4% ▲ +10.6% Strong +6.7
4 SOXX Semis (SOXX) $506.2 -3.9% ▼ -4.9% -15.6% +8.7% ▼ -23.4% Rising +3.7
5 ESPO Gaming $93.81 +5.6% ▲ +8.2% +2.8% +2.3% ▲ +11.2% Rising +3.6
6 SNSR IoT $46.2 +3.1% ▲ +5.7% -6.1% +3.3% ▼ -14.6% Rising +3.2
7 FDN Internet $270.92 +4.5% ▲ +8.4% +0.5% +1.8% ▲ +0.3% Rising +2.9
8 QTUM Quantum $140.55 +0.7% ▲ +2.2% -12.4% +4.2% ▼ -11.8% Rising +2.8
9 WTAI AI $38.17 -1.9% ▼ -0.4% -15.2% +5.3% ▼ -13.7% Rising +2.4
10 SMH Semis $539.48 -3.9% ▼ -4.7% -13.1% +5.8% ▼ -19.2% Neutral +1.9
11 AIQ AI Compute $58.31 +0.6% ▲ +1.8% -8.4% +2.6% ▼ -5.9% Neutral +1.8
12 FINX FinTech $25.25 +0.9% ▲ +1.8% -0.3% -1.2% ▲ +2.6% Weak -0.4
13 XSD Semis EW $482.91 -2.3% ▼ -1.1% -19.0% -3.1% ▼ -44.0% Weak -2.8
14 GRID Grid $177.7 +0.2% ▲ +0.5% -5.1% -6.7% ▼ -21.8% Lagging -3.9
15 DTCR Data Center $27.41 -2.5% ▼ -5.1% -7.1% -4.8% ▼ -22.7% Lagging -3.9
16 SHLD Defense $62.64 -0.6% ▼ -5.5% +2.4% -7.5% ▲ +1.3% Lagging -4.7
17 DAPP Blockchain $17.4 -3.5% ▼ -9.2% -8.9% -8.8% ▼ -18.5% Lagging -6.7
18 LIT Battery $69.11 +1.9% ▲ +2.7% -11.4% -21.8% ▼ -48.3% Lagging -12.3
19 NLR Nuclear $106.2 -1.8% ▼ -5.5% -7.5% -26.3% ▼ -25.8% Lagging -16.5
RS Score = 40% weekly return + 60% quarterly return  ·  vs Prev Wk/Qtr = change in return vs the prior equivalent period  ·  Ranked strongest → weakest