📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 28 Jul 2026 15:50 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLB
Materials
+4.9%
1W    |  1Q: +2.6%
XLP
Consumer Staples
+4.2%
1W    |  1Q: +6.2%
XLV
Healthcare
+4.2%
1W    |  1Q: +16.7%
XLU
Utilities
+2.6%
1W    |  1Q: +0.3%
XLF
Financials
+2.4%
1W    |  1Q: +11.2%
XLI
Industrials
+2.3%
1W    |  1Q: +7.1%
XLRE
Real Estate
+2.1%
1W    |  1Q: +6.0%
XLC
Communication
-0.3%
1W    |  1Q: -5.0%
XLE
Energy
-1.5%
1W    |  1Q: +0.6%
XLY
Consumer Disc
-2.2%
1W    |  1Q: -3.8%
XLK
Technology
-5.0%
1W    |  1Q: +8.9%
Tech Thematic ETF Heatmap — Weekly Returns
SHLD
Defense
+6.1%
1W    |  1Q: -4.4%
ESPO
Gaming
+3.0%
1W    |  1Q: +2.3%
CLOU
Cloud
+2.0%
1W    |  1Q: +23.2%
IGV
Software
+0.3%
1W    |  1Q: +8.4%
FINX
FinTech
0.0%
1W    |  1Q: +2.5%
FDN
Internet
-0.8%
1W    |  1Q: +2.9%
CIBR
Cyber
-1.0%
1W    |  1Q: +33.7%
NLR
Nuclear
-2.1%
1W    |  1Q: -24.3%
LIT
Battery
-2.6%
1W    |  1Q: -19.4%
DTCR
Data Center
-2.8%
1W    |  1Q: -1.7%
GRID
Grid
-3.9%
1W    |  1Q: -6.3%
SNSR
IoT
-4.3%
1W    |  1Q: +5.5%
QTUM
Quantum
-5.3%
1W    |  1Q: +6.8%
AIQ
AI Compute
-5.6%
1W    |  1Q: +5.7%
DAPP
Blockchain
-7.9%
1W    |  1Q: -3.4%
SMH
Semis
-8.5%
1W    |  1Q: +8.8%
XSD
Semis EW
-9.9%
1W    |  1Q: +7.3%
SOXX
Semis (SOXX)
-10.1%
1W    |  1Q: +13.3%
WTAI
AI
-12.1%
1W    |  1Q: +6.5%
S&P 500 Sector ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XLV Healthcare $167.06 +4.2% ▲ +3.0% +4.2% +16.7% ▲ +23.1% Strong +11.7
2 XLF Financials $57.44 +2.4% ▲ +2.5% +7.2% +11.2% ▲ +12.8% Strong +7.7
3 XLP Consumer Staples $87.63 +4.2% ▲ +3.4% +3.4% +6.2% ▲ +4.7% Strong +5.4
4 XLI Industrials $182.71 +2.3% ▲ +3.3% +0.8% +7.1% ▲ +2.6% Strong +5.2
5 XLRE Real Estate $46.14 +2.1% ▲ +0.5% +2.0% +6.0% ▼ -2.2% Rising +4.4
6 XLB Materials $52.53 +4.9% ▲ +6.0% +1.8% +2.6% ▼ -0.8% Rising +3.5
7 XLK Technology $171.76 -5.0% ▼ -3.5% -5.2% +8.9% ▲ +3.0% Rising +3.3
8 XLU Utilities $46.08 +2.6% ▲ +4.3% -0.3% +0.3% ▼ -7.2% Neutral +1.2
9 XLE Energy $57.63 -1.5% ▼ -4.2% +7.0% +0.6% ▼ -15.5% Weak -0.2
10 XLC Communication $109.71 -0.3% ▲ +1.0% +3.3% -5.0% ▼ -4.5% Lagging -3.1
11 XLY Consumer Disc $112.33 -2.2% ▼ -1.3% -1.8% -3.8% ▼ -0.1% Lagging -3.2
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 CIBR Cyber $89.71 -1.0% ▲ +3.4% +5.1% +33.7% ▲ +39.6% Strong +19.8
2 CLOU Cloud $24.36 +2.0% ▲ +3.5% +10.0% +23.2% ▲ +32.8% Strong +14.7
3 IGV Software $92.12 +0.3% ▲ +2.2% +4.4% +8.4% ▲ +20.8% Strong +5.2
4 SOXX Semis (SOXX) $496.95 -10.1% ▼ -7.4% -15.8% +13.3% ▼ -8.5% Rising +3.9
5 ESPO Gaming $93.94 +3.0% ▲ +3.3% +8.6% +2.3% ▲ +15.9% Rising +2.6
6 QTUM Quantum $137.48 -5.3% ▼ -2.2% -11.9% +6.8% ▼ -0.2% Rising +2.0
7 SMH Semis $534.61 -8.5% ▼ -5.8% -12.6% +8.8% ▼ -9.1% Neutral +1.9
8 SNSR IoT $44.96 -4.3% ▼ -3.3% -5.5% +5.5% ▼ -5.3% Neutral +1.6
9 FINX FinTech $26.04 0.0% ▼ -2.1% +4.8% +2.5% ▲ +12.5% Neutral +1.5
10 FDN Internet $267.67 -0.8% ▲ +1.2% +3.6% +2.9% ▲ +5.3% Neutral +1.4
11 AIQ AI Compute $57.6 -5.6% ▼ -4.1% -8.8% +5.7% ▲ +4.0% Neutral +1.2
12 XSD Semis EW $476.3 -9.9% ▼ -6.5% -16.7% +7.3% ▼ -15.5% Neutral +0.4
13 SHLD Defense $63.94 +6.1% ▲ +6.1% +9.9% -4.4% ▲ +8.7% Weak -0.2
14 WTAI AI $36.73 -12.1% ▼ -9.7% -17.5% +6.5% ▼ -3.7% Weak -0.9
15 DTCR Data Center $27.5 -2.8% ▼ -2.0% -10.0% -1.7% ▼ -12.9% Weak -2.1
16 DAPP Blockchain $17.8 -7.9% ▼ -13.7% -11.4% -3.4% ▲ +5.2% Lagging -5.2
17 GRID Grid $173.1 -3.9% ▼ -2.0% -6.5% -6.3% ▼ -19.0% Lagging -5.3
18 LIT Battery $67.25 -2.6% ▲ +0.9% -11.1% -19.4% ▼ -31.5% Lagging -12.7
19 NLR Nuclear $106.82 -2.1% -8.2% -24.3% ▼ -10.1% Lagging -15.4
RS Score = 40% weekly return + 60% quarterly return  ·  vs Prev Wk/Qtr = change in return vs the prior equivalent period  ·  Ranked strongest → weakest