📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 31 Jul 2026 21:45 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLY
Consumer Disc
+6.1%
1W    |  1Q: -1.9%
XLC
Communication
+1.8%
1W    |  1Q: -7.0%
XLF
Financials
+1.1%
1W    |  1Q: +10.1%
XLP
Consumer Staples
+1.1%
1W    |  1Q: +1.7%
XLV
Healthcare
-0.0%
1W    |  1Q: +12.5%
XLE
Energy
-0.1%
1W    |  1Q: +1.9%
XLK
Technology
-0.3%
1W    |  1Q: +8.5%
XLI
Industrials
-1.5%
1W    |  1Q: +4.2%
XLB
Materials
-1.6%
1W    |  1Q: -1.4%
XLRE
Real Estate
-1.9%
1W    |  1Q: +2.6%
XLU
Utilities
-4.2%
1W    |  1Q: -4.1%
Tech Thematic ETF Heatmap — Weekly Returns
CLOU
Cloud
+9.1%
1W    |  1Q: +19.5%
IGV
Software
+7.5%
1W    |  1Q: +9.2%
FDN
Internet
+6.0%
1W    |  1Q: +3.3%
ESPO
Gaming
+6.0%
1W    |  1Q: +2.7%
CIBR
Cyber
+3.9%
1W    |  1Q: +33.7%
SNSR
IoT
+3.8%
1W    |  1Q: +4.1%
FINX
FinTech
+2.1%
1W    |  1Q: 0.0%
LIT
Battery
+2.1%
1W    |  1Q: -21.6%
AIQ
AI Compute
+1.6%
1W    |  1Q: +3.6%
QTUM
Quantum
+1.2%
1W    |  1Q: +4.7%
GRID
Grid
+1.1%
1W    |  1Q: -5.8%
SHLD
Defense
+0.4%
1W    |  1Q: -6.6%
WTAI
AI
-1.1%
1W    |  1Q: +6.1%
NLR
Nuclear
-1.2%
1W    |  1Q: -25.8%
XSD
Semis EW
-1.4%
1W    |  1Q: -2.2%
DAPP
Blockchain
-2.2%
1W    |  1Q: -7.6%
DTCR
Data Center
-2.4%
1W    |  1Q: -4.7%
SMH
Semis
-3.7%
1W    |  1Q: +6.0%
SOXX
Semis (SOXX)
-4.2%
1W    |  1Q: +8.5%
S&P 500 Sector ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XLV Healthcare $162.55 -0.0% ▼ -0.9% +1.9% +12.5% ▲ +18.9% Strong +7.5
2 XLF Financials $56.94 +1.1% ▲ +1.0% +3.9% +10.1% ▲ +13.5% Strong +6.5
3 XLK Technology $175.35 -0.3% ▼ -0.5% -5.5% +8.5% ▼ -3.1% Strong +5.0
4 XLI Industrials $179.84 -1.5% ▼ -3.3% -1.9% +4.2% ▲ +0.7% Neutral +1.9
5 XLP Consumer Staples $85.05 +1.1% ▲ +2.3% +2.1% +1.7% ▲ +1.5% Neutral +1.5
6 XLY Consumer Disc $116.09 +6.1% ▲ +11.3% -1.7% -1.9% ▲ +0.6% Neutral +1.3
7 XLE Energy $59.55 -0.1% ▼ -3.5% +12.8% +1.9% ▼ -16.5% Neutral +1.1
8 XLRE Real Estate $45.07 -1.9% ▼ -3.1% +2.0% +2.6% ▼ -6.3% Neutral +0.8
9 XLB Materials $50.43 -1.6% ▼ -3.0% -1.2% -1.4% ▼ -5.3% Weak -1.5
10 XLC Communication $108.24 +1.8% ▲ +5.7% -1.4% -7.0% ▼ -4.8% Lagging -3.5
11 XLU Utilities $44.35 -4.2% ▼ -6.7% -0.9% -4.1% ▼ -14.1% Lagging -4.1
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 CIBR Cyber $91.83 +3.9% ▲ +8.2% +0.8% +33.7% ▲ +34.7% Strong +21.8
2 CLOU Cloud $25.16 +9.1% ▲ +13.5% +7.8% +19.5% ▲ +17.6% Strong +15.3
3 IGV Software $94.58 +7.5% ▲ +12.7% +1.3% +9.2% ▲ +12.4% Strong +8.5
4 FDN Internet $274.79 +6.0% ▲ +9.9% +1.9% +3.3% ▲ +1.8% Rising +4.4
5 SNSR IoT $46.53 +3.8% ▲ +6.4% -5.5% +4.1% ▼ -13.8% Rising +4.0
6 ESPO Gaming $94.19 +6.0% ▲ +8.6% +3.2% +2.7% ▲ +11.6% Rising +4.0
7 SOXX Semis (SOXX) $504.89 -4.2% ▼ -5.2% -15.8% +8.5% ▼ -23.6% Rising +3.4
8 QTUM Quantum $141.25 +1.2% ▲ +2.7% -11.9% +4.7% ▼ -11.3% Rising +3.3
9 WTAI AI $38.47 -1.1% ▲ +0.4% -14.5% +6.1% ▼ -12.9% Rising +3.2
10 AIQ AI Compute $58.89 +1.6% ▲ +2.8% -7.4% +3.6% ▼ -4.9% Rising +2.8
11 SMH Semis $540.53 -3.7% ▼ -4.5% -12.9% +6.0% ▼ -19.0% Rising +2.1
12 FINX FinTech $25.57 +2.1% ▲ +3.0% +0.9% 0.0% ▲ +3.8% Neutral +0.8
13 XSD Semis EW $487.47 -1.4% ▼ -0.2% -18.2% -2.2% ▼ -43.1% Weak -1.9
14 GRID Grid $179.35 +1.1% ▲ +1.4% -4.2% -5.8% ▼ -20.9% Weak -3.0
15 DTCR Data Center $27.44 -2.4% ▼ -5.0% -7.0% -4.7% ▼ -22.6% Lagging -3.8
16 SHLD Defense $63.25 +0.4% ▼ -4.5% +3.3% -6.6% ▲ +2.2% Lagging -3.8
17 DAPP Blockchain $17.63 -2.2% ▼ -7.9% -7.6% -7.6% ▼ -17.3% Lagging -5.4
18 LIT Battery $69.22 +2.1% ▲ +2.9% -11.2% -21.6% ▼ -48.1% Lagging -12.1
19 NLR Nuclear $106.83 -1.2% ▼ -4.9% -7.0% -25.8% ▼ -25.3% Lagging -16.0
RS Score = 40% weekly return + 60% quarterly return  ·  vs Prev Wk/Qtr = change in return vs the prior equivalent period  ·  Ranked strongest → weakest