📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 03 Aug 2026 15:35 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLY
Consumer Disc
+6.8%
1W    |  1Q: +0.8%
XLC
Communication
+3.6%
1W    |  1Q: -3.7%
XLK
Technology
+1.4%
1W    |  1Q: +9.2%
XLE
Energy
+1.3%
1W    |  1Q: +0.3%
XLF
Financials
+0.5%
1W    |  1Q: +11.2%
XLP
Consumer Staples
-0.4%
1W    |  1Q: +2.5%
XLI
Industrials
-0.9%
1W    |  1Q: +6.5%
XLV
Healthcare
-1.1%
1W    |  1Q: +12.2%
XLRE
Real Estate
-1.5%
1W    |  1Q: +3.2%
XLB
Materials
-1.7%
1W    |  1Q: +0.1%
XLU
Utilities
-3.1%
1W    |  1Q: -4.0%
Tech Thematic ETF Heatmap — Weekly Returns
CLOU
Cloud
+8.3%
1W    |  1Q: +20.1%
FDN
Internet
+7.2%
1W    |  1Q: +5.7%
IGV
Software
+6.5%
1W    |  1Q: +9.5%
CIBR
Cyber
+4.7%
1W    |  1Q: +33.9%
SNSR
IoT
+3.5%
1W    |  1Q: +4.8%
AIQ
AI Compute
+3.3%
1W    |  1Q: +5.4%
WTAI
AI
+3.0%
1W    |  1Q: +6.9%
ESPO
Gaming
+2.8%
1W    |  1Q: +4.0%
QTUM
Quantum
+2.7%
1W    |  1Q: +6.7%
GRID
Grid
+2.6%
1W    |  1Q: -4.2%
FINX
FinTech
+2.1%
1W    |  1Q: +0.8%
LIT
Battery
+0.7%
1W    |  1Q: -20.3%
NLR
Nuclear
+0.5%
1W    |  1Q: -23.1%
SHLD
Defense
+0.1%
1W    |  1Q: -5.8%
DTCR
Data Center
-0.1%
1W    |  1Q: -4.0%
DAPP
Blockchain
-0.2%
1W    |  1Q: -8.7%
XSD
Semis EW
-0.4%
1W    |  1Q: -1.1%
SMH
Semis
-1.4%
1W    |  1Q: +6.7%
SOXX
Semis (SOXX)
-2.9%
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 $161.64 -1.1% ▼ -3.7% -1.3% +12.2% ▲ +17.9% Strong +6.9
2 XLF Financials $57.15 +0.5% ▼ -1.0% +2.8% +11.2% ▲ +14.3% Strong +6.9
3 XLK Technology $176.74 +1.4% ▲ +2.2% -2.1% +9.2% ▼ -5.0% Strong +6.1
4 XLI Industrials $181.61 -0.9% ▼ -3.8% -1.3% +6.5% ▲ +5.0% Rising +3.5
5 XLY Consumer Disc $118.37 +6.8% ▲ +10.1% +1.1% +0.8% ▲ +3.3% Rising +3.2
6 XLRE Real Estate $45.08 -1.5% ▼ -2.7% +0.9% +3.2% ▼ -5.5% Neutral +1.3
7 XLP Consumer Staples $85.0 -0.4% ▼ -1.0% 0.0% +2.5% ▲ +4.7% Neutral +1.3
8 XLE Energy $59.12 +1.3% ▲ +0.6% +11.1% +0.3% ▼ -15.4% Neutral +0.7
9 XLB Materials $50.53 -1.7% ▼ -4.4% -2.8% +0.1% ▼ -0.2% Weak -0.6
10 XLC Communication $111.55 +3.6% ▲ +6.4% +1.8% -3.7% ▼ -2.6% Weak -0.8
11 XLU Utilities $44.26 -3.1% ▼ -4.7% -3.3% -4.0% ▼ -12.0% Lagging -3.6
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 CIBR Cyber $93.31 +4.7% ▲ +7.6% +2.9% +33.9% ▲ +29.8% Strong +22.2
2 CLOU Cloud $25.81 +8.3% ▲ +10.2% +11.2% +20.1% ▲ +9.8% Strong +15.4
3 IGV Software $96.84 +6.5% ▲ +8.7% +3.5% +9.5% ▲ +5.9% Strong +8.3
4 FDN Internet $283.09 +7.2% ▲ +9.6% +6.0% +5.7% Strong +6.3
5 WTAI AI $39.33 +3.0% ▲ +6.7% -7.6% +6.9% ▼ -16.1% Strong +5.3
6 QTUM Quantum $144.61 +2.7% ▲ +3.0% -6.7% +6.7% ▼ -11.6% Strong +5.1
7 AIQ AI Compute $60.2 +3.3% ▲ +4.7% -2.7% +5.4% ▼ -6.5% Rising +4.6
8 SNSR IoT $46.84 +3.5% ▲ +4.1% -3.3% +4.8% ▼ -15.4% Rising +4.3
9 SOXX Semis (SOXX) $501.14 -2.9% ▼ -1.4% -11.5% +8.5% ▼ -25.3% Rising +3.9
10 SMH Semis $540.72 -1.4% ▲ +0.4% -8.7% +6.7% ▼ -20.7% Rising +3.5
11 ESPO Gaming $94.57 +2.8% ▲ +2.4% +2.9% +4.0% ▲ +11.2% Rising +3.5
12 FINX FinTech $26.19 +2.1% ▲ +1.9% +2.4% +0.8% ▼ -3.2% Neutral +1.3
13 XSD Semis EW $490.8 -0.4% ▲ +1.3% -11.7% -1.1% ▼ -44.1% Weak -0.8
14 GRID Grid $181.08 +2.6% ▲ +3.0% -1.7% -4.2% ▼ -17.4% Weak -1.5
15 DTCR Data Center $27.66 -0.1% ▼ -0.4% -2.8% -4.0% ▼ -23.1% Weak -2.4
16 SHLD Defense $63.91 +0.1% ▼ -6.3% -0.1% -5.8% ▲ +5.0% Lagging -3.4
17 DAPP Blockchain $18.18 -0.2% ▼ -0.5% -1.6% -8.7% ▼ -24.8% Lagging -5.3
18 LIT Battery $69.11 +0.7% ▼ -1.9% -9.7% -20.3% ▼ -41.4% Lagging -11.9
19 NLR Nuclear $110.36 +0.5% ▼ -4.0% -4.0% -23.1% ▼ -17.7% Lagging -13.7
RS Score = 40% weekly return + 60% quarterly return  ·  vs Prev Wk/Qtr = change in return vs the prior equivalent period  ·  Ranked strongest → weakest