📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 01 Jul 2026 20:10 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLV
Healthcare
+4.1%
1W    |  1Q: +8.5%
XLC
Communication
+3.0%
1W    |  1Q: -1.1%
XLY
Consumer Disc
+2.6%
1W    |  1Q: +7.7%
XLF
Financials
+2.0%
1W    |  1Q: +11.2%
XLI
Industrials
+1.8%
1W    |  1Q: +11.8%
XLK
Technology
+1.4%
1W    |  1Q: +37.8%
XLB
Materials
-0.3%
1W    |  1Q: +1.5%
XLRE
Real Estate
-0.8%
1W    |  1Q: +8.8%
XLP
Consumer Staples
-1.3%
1W    |  1Q: +3.0%
XLE
Energy
-1.4%
1W    |  1Q: -9.8%
XLU
Utilities
-1.7%
1W    |  1Q: -2.3%
Tech Thematic ETF Heatmap — Weekly Returns
CIBR
Cyber
+8.8%
1W    |  1Q: +44.4%
IGV
Software
+8.4%
1W    |  1Q: +17.1%
CLOU
Cloud
+8.3%
1W    |  1Q: +18.2%
ESPO
Gaming
+6.3%
1W    |  1Q: +0.7%
FINX
FinTech
+4.3%
1W    |  1Q: +10.8%
SHLD
Defense
+4.3%
1W    |  1Q: -16.4%
FDN
Internet
+4.1%
1W    |  1Q: +14.3%
XSD
Semis EW
+1.0%
1W    |  1Q: +79.4%
SNSR
IoT
+1.0%
1W    |  1Q: +31.3%
WTAI
AI
+0.9%
1W    |  1Q: +55.5%
AIQ
AI Compute
+0.4%
1W    |  1Q: +34.4%
QTUM
Quantum
+0.3%
1W    |  1Q: +47.0%
SMH
Semis
+0.2%
1W    |  1Q: +58.3%
GRID
Grid
-0.1%
1W    |  1Q: +12.7%
SOXX
Semis (SOXX)
-0.3%
1W    |  1Q: +77.2%
LIT
Battery
-0.7%
1W    |  1Q: +5.3%
NLR
Nuclear
-3.9%
1W    |  1Q: -14.6%
DTCR
Data Center
-4.6%
1W    |  1Q: +21.6%
DAPP
Blockchain
-6.0%
1W    |  1Q: +28.7%
S&P 500 Sector ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XLK Technology $185.65 +1.4% ▲ +3.1% -5.1% +37.8% ▲ +44.2% Strong +23.2
2 XLI Industrials $183.41 +1.8% ▲ +1.4% +6.6% +11.8% ▲ +7.4% Strong +7.8
3 XLF Financials $54.78 +2.0% ▲ +2.8% +6.9% +11.2% ▲ +20.7% Strong +7.5
4 XLV Healthcare $159.57 +4.1% ▲ +3.4% +8.4% +8.5% ▲ +13.1% Strong +6.7
5 XLY Consumer Disc $118.07 +2.6% ▲ +5.3% +0.1% +7.7% ▲ +14.7% Strong +5.7
6 XLRE Real Estate $44.17 -0.8% ▼ -0.4% +3.0% +8.8% ▲ +6.7% Strong +5.0
7 XLP Consumer Staples $83.31 -1.3% ▼ -0.6% +2.3% +3.0% ▼ -2.4% Neutral +1.3
8 XLB Materials $51.01 -0.3% ▲ +2.3% +0.5% +1.5% ▼ -8.4% Neutral +0.8
9 XLC Communication $109.75 +3.0% ▲ +7.9% -4.8% -1.1% ▲ +3.4% Neutral +0.5
10 XLU Utilities $44.76 -1.7% ▼ -3.4% +4.5% -2.3% ▼ -9.8% Weak -2.1
11 XLE Energy $52.82 -1.4% ▲ +1.1% -7.2% -9.8% ▼ -39.8% Lagging -6.4
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XSD Semis EW $595.7 +1.0% ▲ +2.0% -0.9% +79.4% ▲ +80.3% Strong +48.0
2 SOXX Semis (SOXX) $599.7 -0.3% ▼ -2.0% +4.9% +77.2% ▲ +69.2% Strong +46.2
3 SMH Semis $620.46 +0.2% ▼ -0.3% +2.1% +58.3% ▲ +53.3% Strong +35.1
4 WTAI AI $45.02 +0.9% ▲ +1.4% -1.9% +55.5% ▲ +57.6% Strong +33.7
5 CIBR Cyber $91.11 +8.8% ▲ +10.3% -3.1% +44.4% ▲ +54.9% Strong +30.2
6 QTUM Quantum $160.36 +0.3% ▲ +1.6% -1.4% +47.0% ▲ +49.6% Strong +28.3
7 AIQ AI Compute $63.63 +0.4% ▲ +2.3% -8.4% +34.4% ▲ +42.4% Strong +20.8
8 SNSR IoT $49.32 +1.0% ▲ +3.5% -4.1% +31.3% ▲ +30.9% Strong +19.2
9 DAPP Blockchain $19.09 -6.0% ▲ +1.3% -16.9% +28.7% ▲ +45.4% Strong +14.8
10 CLOU Cloud $23.33 +8.3% ▲ +13.1% -11.6% +18.2% ▲ +28.8% Strong +14.2
11 IGV Software $93.39 +8.4% ▲ +14.1% -13.3% +17.1% ▲ +39.4% Strong +13.6
12 DTCR Data Center $29.49 -4.6% ▼ -3.3% -6.8% +21.6% ▲ +10.7% Strong +11.1
13 FDN Internet $269.62 +4.1% ▲ +8.4% -7.0% +14.3% ▲ +25.5% Strong +10.2
14 FINX FinTech $25.33 +4.3% ▲ +6.8% -4.6% +10.8% ▲ +33.1% Strong +8.2
15 GRID Grid $187.21 -0.1% ▲ +2.0% -2.8% +12.7% ▲ +5.6% Strong +7.6
16 LIT Battery $78.03 -0.7% ▲ +4.9% -9.0% +5.3% ▼ -7.0% Rising +2.9
17 ESPO Gaming $91.56 +6.3% ▲ +9.2% +0.9% +0.7% ▲ +14.1% Rising +2.9
18 SHLD Defense $61.21 +4.3% ▲ +12.1% -6.4% -16.4% ▼ -27.0% Lagging -8.1
19 NLR Nuclear $114.74 -3.9% ▲ +0.2% -13.0% -14.6% ▼ -15.6% Lagging -10.3
RS Score = 40% weekly return + 60% quarterly return  ·  vs Prev Wk/Qtr = change in return vs the prior equivalent period  ·  Ranked strongest → weakest