📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 03 Aug 2026 19:31 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLY
Consumer Disc
+6.7%
1W    |  1Q: +0.7%
XLC
Communication
+3.6%
1W    |  1Q: -3.7%
XLK
Technology
+2.4%
1W    |  1Q: +10.3%
XLF
Financials
+0.8%
1W    |  1Q: +11.5%
XLE
Energy
+0.5%
1W    |  1Q: -0.6%
XLI
Industrials
-0.1%
1W    |  1Q: +7.3%
XLV
Healthcare
-0.6%
1W    |  1Q: +12.7%
XLP
Consumer Staples
-0.8%
1W    |  1Q: +2.1%
XLB
Materials
-0.9%
1W    |  1Q: +0.9%
XLRE
Real Estate
-1.3%
1W    |  1Q: +3.3%
XLU
Utilities
-3.2%
1W    |  1Q: -4.0%
Tech Thematic ETF Heatmap — Weekly Returns
CLOU
Cloud
+8.8%
1W    |  1Q: +20.7%
IGV
Software
+7.6%
1W    |  1Q: +10.6%
FDN
Internet
+7.5%
1W    |  1Q: +6.0%
CIBR
Cyber
+5.6%
1W    |  1Q: +35.0%
WTAI
AI
+4.7%
1W    |  1Q: +8.7%
SNSR
IoT
+4.2%
1W    |  1Q: +5.5%
AIQ
AI Compute
+4.0%
1W    |  1Q: +6.2%
QTUM
Quantum
+3.8%
1W    |  1Q: +7.8%
GRID
Grid
+3.1%
1W    |  1Q: -3.7%
ESPO
Gaming
+2.9%
1W    |  1Q: +4.1%
FINX
FinTech
+2.7%
1W    |  1Q: +1.4%
NLR
Nuclear
+1.6%
1W    |  1Q: -22.3%
DAPP
Blockchain
+1.3%
1W    |  1Q: -7.3%
LIT
Battery
+1.0%
1W    |  1Q: -20.1%
SHLD
Defense
+0.9%
1W    |  1Q: -5.1%
XSD
Semis EW
+0.6%
1W    |  1Q: -0.0%
DTCR
Data Center
+0.5%
1W    |  1Q: -3.4%
SMH
Semis
-0.6%
1W    |  1Q: +7.6%
SOXX
Semis (SOXX)
-1.7%
1W    |  1Q: +9.8%
S&P 500 Sector ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XLV Healthcare $162.38 -0.6% ▼ -3.2% -0.8% +12.7% ▲ +18.4% Strong +7.4
2 XLF Financials $57.33 +0.8% ▼ -0.7% +3.1% +11.5% ▲ +14.6% Strong +7.2
3 XLK Technology $178.46 +2.4% ▲ +3.2% -1.2% +10.3% ▼ -3.9% Strong +7.1
4 XLI Industrials $182.93 -0.1% ▼ -3.0% -0.5% +7.3% ▲ +5.8% Rising +4.3
5 XLY Consumer Disc $118.32 +6.7% ▲ +10.0% +1.0% +0.7% ▲ +3.2% Rising +3.1
6 XLRE Real Estate $45.15 -1.3% ▼ -2.5% +1.0% +3.3% ▼ -5.4% Neutral +1.5
7 XLP Consumer Staples $84.71 -0.8% ▼ -1.4% -0.3% +2.1% ▲ +4.3% Neutral +0.9
8 XLB Materials $50.92 -0.9% ▼ -3.6% -2.1% +0.9% ▲ +0.6% Neutral +0.2
9 XLE Energy $58.64 +0.5% ▼ -0.2% +10.2% -0.6% ▼ -16.3% Weak -0.2
10 XLC Communication $111.56 +3.6% ▲ +6.4% +1.8% -3.7% ▼ -2.6% Weak -0.8
11 XLU Utilities $44.22 -3.2% ▼ -4.8% -3.4% -4.0% ▼ -12.0% Lagging -3.7
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 CIBR Cyber $94.05 +5.6% ▲ +8.5% +3.7% +35.0% ▲ +30.9% Strong +23.2
2 CLOU Cloud $25.94 +8.8% ▲ +10.7% +11.7% +20.7% ▲ +10.4% Strong +15.9
3 IGV Software $97.82 +7.6% ▲ +9.8% +4.5% +10.6% ▲ +7.0% Strong +9.4
4 WTAI AI $39.99 +4.7% ▲ +8.4% -6.1% +8.7% ▼ -14.3% Strong +7.1
5 FDN Internet $283.84 +7.5% ▲ +9.9% +6.3% +6.0% ▲ +0.3% Strong +6.6
6 QTUM Quantum $146.09 +3.8% ▲ +4.1% -5.8% +7.8% ▼ -10.5% Strong +6.2
7 AIQ AI Compute $60.63 +4.0% ▲ +5.4% -2.0% +6.2% ▼ -5.7% Strong +5.3
8 SOXX Semis (SOXX) $507.32 -1.7% ▼ -0.2% -10.4% +9.8% ▼ -24.0% Strong +5.2
9 SNSR IoT $47.17 +4.2% ▲ +4.8% -2.6% +5.5% ▼ -14.7% Strong +5.0
10 SMH Semis $545.53 -0.6% ▲ +1.2% -7.9% +7.6% ▼ -19.8% Rising +4.3
11 ESPO Gaming $94.68 +2.9% ▲ +2.5% +3.0% +4.1% ▲ +11.3% Rising +3.6
12 FINX FinTech $26.34 +2.7% ▲ +2.5% +3.0% +1.4% ▼ -2.6% Neutral +1.9
13 XSD Semis EW $495.94 +0.6% ▲ +2.3% -10.8% -0.0% ▼ -43.0% Neutral +0.2
14 GRID Grid $182.01 +3.1% ▲ +3.5% -1.2% -3.7% ▼ -16.9% Weak -1.0
15 DTCR Data Center $27.83 +0.5% ▲ +0.2% -2.2% -3.4% ▼ -22.5% Weak -1.8
16 SHLD Defense $64.4 +0.9% ▼ -5.5% +0.7% -5.1% ▲ +5.7% Weak -2.7
17 DAPP Blockchain $18.45 +1.3% ▲ +1.0% -0.2% -7.3% ▼ -23.4% Lagging -3.9
18 LIT Battery $69.32 +1.0% ▼ -1.6% -9.4% -20.1% ▼ -41.2% Lagging -11.7
19 NLR Nuclear $111.5 +1.6% ▼ -2.9% -3.0% -22.3% ▼ -16.9% Lagging -12.7
RS Score = 40% weekly return + 60% quarterly return  ·  vs Prev Wk/Qtr = change in return vs the prior equivalent period  ·  Ranked strongest → weakest