📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 02 Jul 2026 19:18 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLV
Healthcare
+4.9%
1W    |  1Q: +11.7%
XLF
Financials
+3.6%
1W    |  1Q: +12.2%
XLC
Communication
+3.4%
1W    |  1Q: -2.0%
XLY
Consumer Disc
+3.0%
1W    |  1Q: +8.2%
XLP
Consumer Staples
+1.1%
1W    |  1Q: +4.4%
XLRE
Real Estate
-0.2%
1W    |  1Q: +7.9%
XLI
Industrials
-0.7%
1W    |  1Q: +11.9%
XLB
Materials
-0.7%
1W    |  1Q: +2.5%
XLU
Utilities
-0.8%
1W    |  1Q: -1.2%
XLE
Energy
-2.1%
1W    |  1Q: -10.0%
XLK
Technology
-3.0%
1W    |  1Q: +31.9%
Tech Thematic ETF Heatmap — Weekly Returns
IGV
Software
+10.7%
1W    |  1Q: +16.8%
CLOU
Cloud
+10.2%
1W    |  1Q: +17.0%
SHLD
Defense
+9.8%
1W    |  1Q: -13.6%
CIBR
Cyber
+8.4%
1W    |  1Q: +41.4%
ESPO
Gaming
+7.5%
1W    |  1Q: +1.5%
FINX
FinTech
+6.7%
1W    |  1Q: +11.4%
FDN
Internet
+4.5%
1W    |  1Q: +11.6%
SNSR
IoT
-2.3%
1W    |  1Q: +27.8%
LIT
Battery
-2.6%
1W    |  1Q: +3.0%
NLR
Nuclear
-3.0%
1W    |  1Q: -14.8%
GRID
Grid
-3.8%
1W    |  1Q: +10.8%
QTUM
Quantum
-4.0%
1W    |  1Q: +40.2%
AIQ
AI Compute
-4.3%
1W    |  1Q: +30.0%
DAPP
Blockchain
-7.3%
1W    |  1Q: +22.0%
SMH
Semis
-8.2%
1W    |  1Q: +49.0%
XSD
Semis EW
-8.3%
1W    |  1Q: +62.8%
DTCR
Data Center
-8.9%
1W    |  1Q: +15.1%
WTAI
AI
-9.0%
1W    |  1Q: +46.2%
SOXX
Semis (SOXX)
-10.9%
1W    |  1Q: +64.2%
S&P 500 Sector ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XLK Technology $179.12 -3.0% ▼ -2.5% -9.5% +31.9% ▲ +37.5% Strong +17.9
2 XLV Healthcare $163.23 +4.9% ▲ +1.2% +12.0% +11.7% ▲ +16.9% Strong +9.0
3 XLF Financials $55.37 +3.6% ▲ +4.4% +8.0% +12.2% ▲ +21.6% Strong +8.8
4 XLI Industrials $182.8 -0.7% ▼ -3.5% +5.2% +11.9% ▲ +7.9% Strong +6.9
5 XLY Consumer Disc $116.77 +3.0% ▲ +4.7% -0.5% +8.2% ▲ +16.6% Strong +6.1
6 XLRE Real Estate $44.51 -0.2% ▼ -2.5% +3.2% +7.9% ▲ +4.2% Rising +4.7
7 XLP Consumer Staples $84.88 +1.1% ▲ +0.1% +4.4% +4.4% ▼ -1.6% Rising +3.1
8 XLB Materials $51.46 -0.7% ▼ -0.7% +0.3% +2.5% ▼ -7.3% Neutral +1.2
9 XLC Communication $109.14 +3.4% ▲ +6.5% -3.6% -2.0% ▲ +2.1% Neutral +0.2
10 XLU Utilities $45.49 -0.8% ▼ -4.6% +4.3% -1.2% ▼ -9.3% Weak -1.0
11 XLE Energy $52.96 -2.1% ▼ -1.8% -8.0% -10.0% ▼ -40.6% Lagging -6.8
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XSD Semis EW $547.85 -8.3% ▼ -9.1% -14.4% +62.8% ▲ +62.4% Strong +34.4
2 SOXX Semis (SOXX) $557.28 -10.9% ▼ -15.1% -7.8% +64.2% ▲ +55.9% Strong +34.2
3 CIBR Cyber $90.71 +8.4% ▲ +9.0% -3.7% +41.4% ▲ +50.4% Strong +28.2
4 SMH Semis $584.45 -8.2% ▼ -10.3% -7.6% +49.0% ▲ +43.9% Strong +26.1
5 WTAI AI $42.29 -9.0% ▼ -12.2% -10.0% +46.2% ▲ +48.4% Strong +24.1
6 QTUM Quantum $153.89 -4.0% ▼ -2.8% -8.7% +40.2% ▲ +42.2% Strong +22.5
7 AIQ AI Compute $61.44 -4.3% ▼ -4.1% -12.4% +30.0% ▲ +38.1% Strong +16.3
8 SNSR IoT $47.95 -2.3% ▼ -1.7% -10.7% +27.8% ▲ +27.4% Strong +15.8
9 IGV Software $93.82 +10.7% ▲ +15.6% -10.4% +16.8% ▲ +38.5% Strong +14.4
10 CLOU Cloud $23.27 +10.2% ▲ +14.1% -9.2% +17.0% ▲ +27.0% Strong +14.3
11 DAPP Blockchain $18.29 -7.3% ▲ +0.7% -19.0% +22.0% ▲ +37.8% Strong +10.3
12 FINX FinTech $25.55 +6.7% ▲ +9.7% -1.0% +11.4% ▲ +33.5% Strong +9.5
13 FDN Internet $266.77 +4.5% ▲ +7.3% -6.7% +11.6% ▲ +21.6% Strong +8.8
14 DTCR Data Center $28.2 -8.9% ▼ -8.0% -12.7% +15.1% ▲ +3.0% Strong +5.5
15 GRID Grid $183.03 -3.8% ▼ -3.8% -6.9% +10.8% ▲ +4.3% Strong +5.0
16 ESPO Gaming $91.62 +7.5% ▲ +10.5% -0.2% +1.5% ▲ +15.5% Rising +3.9
17 LIT Battery $76.05 -2.6% ▲ +3.0% -11.6% +3.0% ▼ -8.9% Neutral +0.8
18 SHLD Defense $63.71 +9.8% ▲ +18.6% -1.5% -13.6% ▼ -24.9% Lagging -4.2
19 NLR Nuclear $113.85 -3.0% ▲ +2.8% -17.6% -14.8% ▼ -15.3% Lagging -10.1
RS Score = 40% weekly return + 60% quarterly return  ·  vs Prev Wk/Qtr = change in return vs the prior equivalent period  ·  Ranked strongest → weakest