📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 31 Jul 2026 19:38 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLY
Consumer Disc
+6.2%
1W    |  1Q: -1.8%
XLC
Communication
+1.8%
1W    |  1Q: -7.1%
XLF
Financials
+1.3%
1W    |  1Q: +10.3%
XLP
Consumer Staples
+1.3%
1W    |  1Q: +1.9%
XLV
Healthcare
+0.3%
1W    |  1Q: +12.8%
XLK
Technology
-0.2%
1W    |  1Q: +8.6%
XLE
Energy
-0.2%
1W    |  1Q: +1.9%
XLI
Industrials
-1.3%
1W    |  1Q: +4.5%
XLB
Materials
-1.4%
1W    |  1Q: -1.2%
XLRE
Real Estate
-1.7%
1W    |  1Q: +2.8%
XLU
Utilities
-3.9%
1W    |  1Q: -3.8%
Tech Thematic ETF Heatmap — Weekly Returns
CLOU
Cloud
+9.2%
1W    |  1Q: +19.7%
IGV
Software
+7.4%
1W    |  1Q: +9.1%
FDN
Internet
+6.2%
1W    |  1Q: +3.4%
ESPO
Gaming
+5.9%
1W    |  1Q: +2.5%
SNSR
IoT
+4.1%
1W    |  1Q: +4.3%
CIBR
Cyber
+3.7%
1W    |  1Q: +33.5%
FINX
FinTech
+2.3%
1W    |  1Q: +0.2%
LIT
Battery
+2.2%
1W    |  1Q: -21.6%
AIQ
AI Compute
+1.8%
1W    |  1Q: +3.8%
QTUM
Quantum
+1.5%
1W    |  1Q: +5.0%
GRID
Grid
+1.3%
1W    |  1Q: -5.6%
SHLD
Defense
+0.4%
1W    |  1Q: -6.6%
NLR
Nuclear
-0.4%
1W    |  1Q: -25.3%
WTAI
AI
-0.5%
1W    |  1Q: +6.8%
XSD
Semis EW
-0.8%
1W    |  1Q: -1.6%
DAPP
Blockchain
-1.7%
1W    |  1Q: -7.0%
DTCR
Data Center
-2.0%
1W    |  1Q: -4.3%
SMH
Semis
-3.1%
1W    |  1Q: +6.7%
SOXX
Semis (SOXX)
-3.4%
1W    |  1Q: +9.3%
S&P 500 Sector ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XLV Healthcare $163.07 +0.3% ▼ -0.6% +2.2% +12.8% ▲ +19.2% Strong +7.8
2 XLF Financials $57.05 +1.3% ▲ +1.2% +4.1% +10.3% ▲ +13.7% Strong +6.7
3 XLK Technology $175.6 -0.2% ▼ -0.4% -5.4% +8.6% ▼ -3.0% Strong +5.1
4 XLI Industrials $180.32 -1.3% ▼ -3.1% -1.7% +4.5% ▲ +1.0% Rising +2.2
5 XLP Consumer Staples $85.19 +1.3% ▲ +2.5% +2.3% +1.9% ▲ +1.7% Neutral +1.7
6 XLY Consumer Disc $116.22 +6.2% ▲ +11.4% -1.6% -1.8% ▲ +0.7% Neutral +1.4
7 XLE Energy $59.51 -0.2% ▼ -3.6% +12.7% +1.9% ▼ -16.5% Neutral +1.1
8 XLRE Real Estate $45.15 -1.7% ▼ -2.9% +2.2% +2.8% ▼ -6.1% Neutral +1.0
9 XLB Materials $50.54 -1.4% ▼ -2.8% -0.9% -1.2% ▼ -5.1% Weak -1.3
10 XLC Communication $108.19 +1.8% ▲ +5.7% -1.4% -7.1% ▼ -4.9% Lagging -3.5
11 XLU Utilities $44.47 -3.9% ▼ -6.4% -0.7% -3.8% ▼ -13.8% Lagging -3.8
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 CIBR Cyber $91.71 +3.7% ▲ +8.0% +0.7% +33.5% ▲ +34.5% Strong +21.6
2 CLOU Cloud $25.2 +9.2% ▲ +13.6% +8.0% +19.7% ▲ +17.8% Strong +15.5
3 IGV Software $94.48 +7.4% ▲ +12.6% +1.2% +9.1% ▲ +12.3% Strong +8.4
4 FDN Internet $275.1 +6.2% ▲ +10.1% +2.0% +3.4% ▲ +1.9% Rising +4.5
5 SOXX Semis (SOXX) $508.84 -3.4% ▼ -4.4% -15.2% +9.3% ▼ -22.8% Rising +4.2
6 SNSR IoT $46.65 +4.1% ▲ +6.7% -5.2% +4.3% ▼ -13.6% Rising +4.2
7 ESPO Gaming $94.07 +5.9% ▲ +8.5% +3.0% +2.5% ▲ +11.4% Rising +3.9
8 WTAI AI $38.7 -0.5% ▲ +1.0% -14.0% +6.8% ▼ -12.2% Rising +3.9
9 QTUM Quantum $141.65 +1.5% ▲ +3.0% -11.7% +5.0% ▼ -11.0% Rising +3.6
10 AIQ AI Compute $59.0 +1.8% ▲ +3.0% -7.3% +3.8% ▼ -4.7% Rising +3.0
11 SMH Semis $543.74 -3.1% ▼ -3.9% -12.4% +6.7% ▼ -18.3% Rising +2.8
12 FINX FinTech $25.62 +2.3% ▲ +3.2% +1.1% +0.2% ▲ +4.0% Neutral +1.0
13 XSD Semis EW $490.29 -0.8% ▲ +0.4% -17.7% -1.6% ▼ -42.5% Weak -1.3
14 GRID Grid $179.78 +1.3% ▲ +1.6% -4.0% -5.6% ▼ -20.7% Weak -2.8
15 DTCR Data Center $27.55 -2.0% ▼ -4.6% -6.6% -4.3% ▼ -22.2% Lagging -3.4
16 SHLD Defense $63.26 +0.4% ▼ -4.5% +3.4% -6.6% ▲ +2.2% Lagging -3.8
17 DAPP Blockchain $17.73 -1.7% ▼ -7.4% -7.1% -7.0% ▼ -16.7% Lagging -4.9
18 LIT Battery $69.3 +2.2% ▲ +3.0% -11.1% -21.6% ▼ -48.1% Lagging -12.1
19 NLR Nuclear $107.64 -0.4% ▼ -4.1% -6.3% -25.3% ▼ -24.8% Lagging -15.3
RS Score = 40% weekly return + 60% quarterly return  ·  vs Prev Wk/Qtr = change in return vs the prior equivalent period  ·  Ranked strongest → weakest