📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 04 Aug 2026 15:42 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLK
Technology
+8.6%
1W    |  1Q: +12.3%
XLY
Consumer Disc
+5.0%
1W    |  1Q: +0.2%
XLI
Industrials
+1.4%
1W    |  1Q: +7.6%
XLC
Communication
+1.3%
1W    |  1Q: -3.7%
XLE
Energy
+1.2%
1W    |  1Q: -1.3%
XLF
Financials
+0.5%
1W    |  1Q: +12.6%
XLB
Materials
-1.4%
1W    |  1Q: +0.6%
XLRE
Real Estate
-2.2%
1W    |  1Q: +2.8%
XLP
Consumer Staples
-2.8%
1W    |  1Q: +1.4%
XLV
Healthcare
-3.4%
1W    |  1Q: +11.6%
XLU
Utilities
-3.5%
1W    |  1Q: -4.7%
Tech Thematic ETF Heatmap — Weekly Returns
WTAI
AI
+14.8%
1W    |  1Q: +9.4%
QTUM
Quantum
+11.0%
1W    |  1Q: +9.3%
XSD
Semis EW
+10.6%
1W    |  1Q: +0.6%
IGV
Software
+10.4%
1W    |  1Q: +14.8%
SOXX
Semis (SOXX)
+9.7%
1W    |  1Q: +11.7%
AIQ
AI Compute
+9.5%
1W    |  1Q: +7.3%
CLOU
Cloud
+8.8%
1W    |  1Q: +17.7%
CIBR
Cyber
+8.7%
1W    |  1Q: +37.1%
SMH
Semis
+8.1%
1W    |  1Q: +9.5%
GRID
Grid
+7.7%
1W    |  1Q: -3.6%
SNSR
IoT
+7.3%
1W    |  1Q: +5.4%
NLR
Nuclear
+7.0%
1W    |  1Q: -19.7%
FDN
Internet
+6.9%
1W    |  1Q: +7.1%
LIT
Battery
+6.6%
1W    |  1Q: -19.0%
SHLD
Defense
+5.0%
1W    |  1Q: -0.3%
DTCR
Data Center
+4.9%
1W    |  1Q: -2.6%
DAPP
Blockchain
+4.0%
1W    |  1Q: -11.0%
FINX
FinTech
+1.8%
1W    |  1Q: +3.1%
ESPO
Gaming
+1.3%
1W    |  1Q: +5.0%
S&P 500 Sector ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XLK Technology $185.85 +8.6% ▲ +14.0% +1.2% +12.3% ▼ -7.8% Strong +10.8
2 XLF Financials $57.9 +0.5% ▼ -2.2% +3.1% +12.6% ▲ +16.5% Strong +7.8
3 XLV Healthcare $161.51 -3.4% ▼ -7.8% -0.3% +11.6% ▲ +18.1% Strong +5.6
4 XLI Industrials $185.1 +1.4% ▼ -0.7% -0.3% +7.6% ▲ +5.5% Strong +5.1
5 XLY Consumer Disc $118.05 +5.0% ▲ +7.1% 0.0% +0.2% ▲ +1.7% Rising +2.1
6 XLRE Real Estate $45.01 -2.2% ▼ -4.0% +1.6% +2.8% ▼ -4.5% Neutral +0.8
7 XLB Materials $51.63 -1.4% ▼ -5.9% -0.7% +0.6% ▲ +0.9% Weak -0.2
8 XLP Consumer Staples $84.62 -2.8% ▼ -6.4% +0.6% +1.4% ▲ +4.2% Weak -0.3
9 XLE Energy $58.26 +1.2% ▲ +2.8% +9.7% -1.3% ▼ -14.6% Weak -0.3
10 XLC Communication $111.1 +1.3% ▲ +1.6% +0.8% -3.7% ▼ -3.0% Weak -1.7
11 XLU Utilities $43.92 -3.5% ▼ -4.8% -3.1% -4.7% ▼ -13.1% Lagging -4.2
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 CIBR Cyber $97.07 +8.7% ▲ +10.1% +4.5% +37.1% ▲ +30.4% Strong +25.7
2 CLOU Cloud $26.45 +8.8% ▲ +7.1% +12.9% +17.7% ▲ +2.6% Strong +14.1
3 IGV Software $101.28 +10.4% ▲ +10.4% +6.8% +14.8% ▲ +9.5% Strong +13.0
4 WTAI AI $41.91 +14.8% ▲ +27.4% -4.4% +9.4% ▼ -23.0% Strong +11.6
5 SOXX Semis (SOXX) $539.05 +9.7% ▲ +20.8% -7.3% +11.7% ▼ -34.5% Strong +10.9
6 QTUM Quantum $151.92 +11.0% ▲ +16.8% -3.2% +9.3% ▼ -15.1% Strong +10.0
7 SMH Semis $572.36 +8.1% ▲ +17.4% -5.3% +9.5% ▼ -27.3% Strong +8.9
8 AIQ AI Compute $62.7 +9.5% ▲ +15.7% -1.8% +7.3% ▼ -11.0% Strong +8.2
9 FDN Internet $286.82 +6.9% ▲ +7.5% +6.0% +7.1% ▼ -0.7% Strong +7.0
10 SNSR IoT $48.31 +7.3% ▲ +11.5% -1.7% +5.4% ▼ -15.7% Strong +6.2
11 XSD Semis EW $521.4 +10.6% ▲ +21.4% -8.7% +0.6% ▼ -49.1% Rising +4.6
12 ESPO Gaming $95.21 +1.3% ▼ -1.7% +2.5% +5.0% ▲ +9.2% Rising +3.5
13 FINX FinTech $26.52 +1.8% ▲ +1.8% +2.0% +3.1% ▼ -1.5% Rising +2.6
14 SHLD Defense $67.09 +5.0% ▼ -1.1% +3.5% -0.3% ▲ +6.8% Neutral +1.8
15 GRID Grid $185.76 +7.7% ▲ +11.9% -0.9% -3.6% ▼ -19.5% Neutral +0.9
16 DTCR Data Center $28.55 +4.9% ▲ +8.8% -0.6% -2.6% ▼ -25.6% Neutral +0.4
17 DAPP Blockchain $18.47 +4.0% ▲ +12.1% -4.7% -11.0% ▼ -42.5% Lagging -5.0
18 LIT Battery $71.37 +6.6% ▲ +9.7% -6.3% -19.0% ▼ -43.9% Lagging -8.8
19 NLR Nuclear $113.55 +7.0% ▲ +9.7% -2.5% -19.7% ▼ -19.2% Lagging -9.0
RS Score = 40% weekly return + 60% quarterly return  ·  vs Prev Wk/Qtr = change in return vs the prior equivalent period  ·  Ranked strongest → weakest