📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 28 Jul 2026 13:40 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLP
Consumer Staples
+4.8%
1W    |  1Q: +6.7%
XLV
Healthcare
+4.7%
1W    |  1Q: +17.1%
XLB
Materials
+4.3%
1W    |  1Q: +2.0%
XLRE
Real Estate
+2.4%
1W    |  1Q: +6.3%
XLU
Utilities
+2.2%
1W    |  1Q: -0.1%
XLF
Financials
+1.7%
1W    |  1Q: +10.5%
XLI
Industrials
+1.7%
1W    |  1Q: +6.5%
XLE
Energy
-0.0%
1W    |  1Q: +2.1%
XLC
Communication
-0.8%
1W    |  1Q: -5.5%
XLY
Consumer Disc
-2.7%
1W    |  1Q: -4.3%
XLK
Technology
-6.3%
1W    |  1Q: +7.5%
Tech Thematic ETF Heatmap — Weekly Returns
SHLD
Defense
+6.0%
1W    |  1Q: -4.5%
ESPO
Gaming
+2.0%
1W    |  1Q: +1.4%
CLOU
Cloud
+0.5%
1W    |  1Q: +21.4%
IGV
Software
-0.9%
1W    |  1Q: +7.0%
FINX
FinTech
-1.4%
1W    |  1Q: +1.0%
FDN
Internet
-2.3%
1W    |  1Q: +1.3%
CIBR
Cyber
-3.0%
1W    |  1Q: +30.9%
NLR
Nuclear
-4.0%
1W    |  1Q: -25.8%
LIT
Battery
-4.0%
1W    |  1Q: -20.5%
DTCR
Data Center
-4.0%
1W    |  1Q: -2.9%
SNSR
IoT
-5.1%
1W    |  1Q: +4.6%
GRID
Grid
-5.1%
1W    |  1Q: -7.4%
QTUM
Quantum
-6.6%
1W    |  1Q: +5.3%
AIQ
AI Compute
-7.2%
1W    |  1Q: +3.9%
SMH
Semis
-10.0%
1W    |  1Q: +7.0%
DAPP
Blockchain
-10.8%
1W    |  1Q: -6.5%
SOXX
Semis (SOXX)
-11.8%
1W    |  1Q: +11.2%
XSD
Semis EW
-11.9%
1W    |  1Q: +4.9%
WTAI
AI
-13.4%
1W    |  1Q: +4.8%
S&P 500 Sector ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XLV Healthcare $167.74 +4.7% ▲ +3.5% +4.6% +17.1% ▲ +23.5% Strong +12.1
2 XLF Financials $57.09 +1.7% ▲ +1.8% +6.6% +10.5% ▲ +12.1% Strong +7.0
3 XLP Consumer Staples $88.06 +4.8% ▲ +4.0% +4.0% +6.7% ▲ +5.2% Strong +5.9
4 XLRE Real Estate $46.29 +2.4% ▲ +0.8% +2.3% +6.3% ▼ -1.9% Rising +4.7
5 XLI Industrials $181.67 +1.7% ▲ +2.7% +0.3% +6.5% ▲ +2.0% Rising +4.6
6 XLB Materials $52.24 +4.3% ▲ +5.4% +1.2% +2.0% ▼ -1.4% Rising +2.9
7 XLK Technology $169.45 -6.3% ▼ -4.8% -6.4% +7.5% ▲ +1.6% Rising +2.0
8 XLE Energy $58.48 -0.0% ▼ -2.7% +8.6% +2.1% ▼ -14.0% Neutral +1.3
9 XLU Utilities $45.93 +2.2% ▲ +3.9% -0.6% -0.1% ▼ -7.6% Neutral +0.8
10 XLC Communication $109.11 -0.8% ▲ +0.5% +2.8% -5.5% ▼ -5.0% Lagging -3.6
11 XLY Consumer Disc $111.75 -2.7% ▼ -1.8% -2.3% -4.3% ▼ -0.6% Lagging -3.7
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 CIBR Cyber $87.83 -3.0% ▲ +1.4% +2.9% +30.9% ▲ +36.8% Strong +17.3
2 CLOU Cloud $24.02 +0.5% ▲ +2.0% +8.5% +21.4% ▲ +31.0% Strong +13.0
3 IGV Software $90.96 -0.9% ▲ +1.0% +3.1% +7.0% ▲ +19.4% Rising +3.8
4 SOXX Semis (SOXX) $487.49 -11.8% ▼ -9.1% -17.4% +11.2% ▼ -10.6% Rising +2.0
5 ESPO Gaming $93.09 +2.0% ▲ +2.3% +7.6% +1.4% ▲ +15.0% Neutral +1.6
6 SNSR IoT $44.57 -5.1% ▼ -4.1% -6.3% +4.6% ▼ -6.2% Neutral +0.7
7 QTUM Quantum $135.62 -6.6% ▼ -3.5% -13.0% +5.3% ▼ -1.7% Neutral +0.5
8 SMH Semis $525.75 -10.0% ▼ -7.3% -14.0% +7.0% ▼ -10.9% Neutral +0.2
9 FINX FinTech $25.67 -1.4% ▼ -3.5% +3.3% +1.0% ▲ +11.0% Neutral +0.0
10 FDN Internet $263.59 -2.3% ▼ -0.3% +2.0% +1.3% ▲ +3.7% Weak -0.1
11 SHLD Defense $63.87 +6.0% ▲ +6.0% +9.7% -4.5% ▲ +8.6% Weak -0.3
12 AIQ AI Compute $56.61 -7.2% ▼ -5.7% -10.4% +3.9% ▲ +2.2% Weak -0.5
13 XSD Semis EW $465.78 -11.9% ▼ -8.5% -18.6% +4.9% ▼ -17.9% Weak -1.8
14 WTAI AI $36.16 -13.4% ▼ -11.0% -18.8% +4.8% ▼ -5.4% Weak -2.5
15 DTCR Data Center $27.18 -4.0% ▼ -3.2% -11.1% -2.9% ▼ -14.1% Lagging -3.3
16 GRID Grid $170.98 -5.1% ▼ -3.2% -7.6% -7.4% ▼ -20.1% Lagging -6.5
17 DAPP Blockchain $17.23 -10.8% ▼ -16.6% -14.3% -6.5% ▲ +2.1% Lagging -8.2
18 LIT Battery $66.35 -4.0% ▼ -0.5% -12.2% -20.5% ▼ -32.6% Lagging -13.9
19 NLR Nuclear $104.67 -4.0% ▼ -1.9% -10.0% -25.8% ▼ -11.6% Lagging -17.1
RS Score = 40% weekly return + 60% quarterly return  ·  vs Prev Wk/Qtr = change in return vs the prior equivalent period  ·  Ranked strongest → weakest