📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 04 Aug 2026 21:37 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLK
Technology
+9.2%
1W    |  1Q: +13.0%
XLY
Consumer Disc
+5.2%
1W    |  1Q: +0.4%
XLC
Communication
+2.2%
1W    |  1Q: -2.9%
XLI
Industrials
+2.1%
1W    |  1Q: +8.4%
XLE
Energy
+1.7%
1W    |  1Q: -0.9%
XLF
Financials
+0.5%
1W    |  1Q: +12.6%
XLB
Materials
-0.6%
1W    |  1Q: +1.3%
XLRE
Real Estate
-1.8%
1W    |  1Q: +3.2%
XLP
Consumer Staples
-1.9%
1W    |  1Q: +2.3%
XLV
Healthcare
-3.1%
1W    |  1Q: +12.1%
XLU
Utilities
-3.1%
1W    |  1Q: -4.3%
Tech Thematic ETF Heatmap — Weekly Returns
WTAI
AI
+15.5%
1W    |  1Q: +10.1%
QTUM
Quantum
+11.8%
1W    |  1Q: +10.1%
XSD
Semis EW
+11.5%
1W    |  1Q: +1.4%
IGV
Software
+11.1%
1W    |  1Q: +15.6%
SOXX
Semis (SOXX)
+10.3%
1W    |  1Q: +12.4%
AIQ
AI Compute
+10.3%
1W    |  1Q: +8.0%
CLOU
Cloud
+10.0%
1W    |  1Q: +18.9%
CIBR
Cyber
+9.7%
1W    |  1Q: +38.3%
SMH
Semis
+8.7%
1W    |  1Q: +10.1%
SNSR
IoT
+8.4%
1W    |  1Q: +6.6%
GRID
Grid
+8.3%
1W    |  1Q: -3.1%
FDN
Internet
+7.4%
1W    |  1Q: +7.6%
NLR
Nuclear
+7.3%
1W    |  1Q: -19.4%
LIT
Battery
+7.1%
1W    |  1Q: -18.6%
SHLD
Defense
+5.7%
1W    |  1Q: +0.4%
DTCR
Data Center
+5.4%
1W    |  1Q: -2.1%
DAPP
Blockchain
+3.8%
1W    |  1Q: -11.2%
FINX
FinTech
+2.7%
1W    |  1Q: +3.9%
ESPO
Gaming
+1.4%
1W    |  1Q: +5.2%
S&P 500 Sector ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XLK Technology $186.9 +9.2% ▲ +14.6% +1.8% +13.0% ▼ -9.3% Strong +11.5
2 XLF Financials $57.88 +0.5% ▼ -2.2% +3.1% +12.6% ▲ +15.3% Strong +7.8
3 XLV Healthcare $162.1 -3.1% ▼ -7.5% +0.1% +12.1% ▲ +17.9% Strong +6.0
4 XLI Industrials $186.4 +2.1% +0.5% +8.4% ▲ +5.7% Strong +5.9
5 XLY Consumer Disc $118.29 +5.2% ▲ +7.3% +0.2% +0.4% ▼ -0.3% Rising +2.3
6 XLRE Real Estate $45.17 -1.8% ▼ -3.6% +2.0% +3.2% ▼ -4.7% Neutral +1.2
7 XLP Consumer Staples $85.37 -1.9% ▼ -5.5% +1.5% +2.3% ▲ +5.0% Neutral +0.6
8 XLB Materials $52.0 -0.6% ▼ -5.1% 0.0% +1.3% ▼ -1.2% Neutral +0.5
9 XLE Energy $58.52 +1.7% ▲ +3.3% +10.1% -0.9% ▼ -15.5% Neutral +0.1
10 XLC Communication $112.04 +2.2% ▲ +2.5% +1.7% -2.9% ▼ -2.7% Weak -0.9
11 XLU Utilities $44.11 -3.1% ▼ -4.4% -2.6% -4.3% ▼ -12.6% Lagging -3.8
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 CIBR Cyber $97.94 +9.7% ▲ +11.1% +5.4% +38.3% ▲ +29.0% Strong +26.9
2 CLOU Cloud $26.72 +10.0% ▲ +8.3% +14.0% +18.9% ▲ +0.1% Strong +15.3
3 IGV Software $102.0 +11.1% ▲ +11.1% +7.6% +15.6% ▲ +4.8% Strong +13.8
4 WTAI AI $42.15 +15.5% ▲ +28.1% -3.9% +10.1% ▼ -24.8% Strong +12.3
5 SOXX Semis (SOXX) $542.21 +10.3% ▲ +21.4% -6.8% +12.4% ▼ -33.6% Strong +11.6
6 QTUM Quantum $152.94 +11.8% ▲ +17.6% -2.5% +10.1% ▼ -16.5% Strong +10.8
7 SMH Semis $575.71 +8.7% ▲ +18.0% -4.7% +10.1% ▼ -27.1% Strong +9.5
8 AIQ AI Compute $63.13 +10.3% ▲ +16.5% -1.1% +8.0% ▼ -12.5% Strong +8.9
9 FDN Internet $288.08 +7.4% ▲ +8.0% +6.5% +7.6% ▼ -2.4% Strong +7.5
10 SNSR IoT $48.83 +8.4% ▲ +12.6% -0.7% +6.6% ▼ -14.8% Strong +7.3
11 XSD Semis EW $525.55 +11.5% ▲ +22.3% -8.0% +1.4% ▼ -48.5% Strong +5.4
12 ESPO Gaming $95.33 +1.4% ▼ -1.6% +2.6% +5.2% ▲ +8.0% Rising +3.7
13 FINX FinTech $26.74 +2.7% ▲ +2.7% +2.8% +3.9% ▼ -5.0% Rising +3.4
14 SHLD Defense $67.57 +5.7% ▼ -0.4% +4.2% +0.4% ▲ +5.2% Rising +2.5
15 GRID Grid $186.76 +8.3% ▲ +12.5% -0.4% -3.1% ▼ -19.9% Neutral +1.5
16 DTCR Data Center $28.69 +5.4% ▲ +9.3% -0.1% -2.1% ▼ -27.2% Neutral +0.9
17 DAPP Blockchain $18.44 +3.8% ▲ +11.9% -4.9% -11.2% ▼ -62.5% Lagging -5.2
18 LIT Battery $71.69 +7.1% ▲ +10.2% -5.9% -18.6% ▼ -48.6% Lagging -8.3
19 NLR Nuclear $113.88 +7.3% ▲ +10.0% -2.3% -19.4% ▼ -23.9% Lagging -8.7
RS Score = 40% weekly return + 60% quarterly return  ·  vs Prev Wk/Qtr = change in return vs the prior equivalent period  ·  Ranked strongest → weakest