📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 03 Aug 2026 13:40 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLY
Consumer Disc
+7.4%
1W    |  1Q: +1.3%
XLC
Communication
+3.1%
1W    |  1Q: -4.2%
XLF
Financials
+1.0%
1W    |  1Q: +11.7%
XLP
Consumer Staples
+0.5%
1W    |  1Q: +3.4%
XLK
Technology
-0.2%
1W    |  1Q: +7.5%
XLE
Energy
-0.2%
1W    |  1Q: -1.3%
XLV
Healthcare
-0.3%
1W    |  1Q: +13.1%
XLI
Industrials
-1.3%
1W    |  1Q: +6.0%
XLB
Materials
-1.6%
1W    |  1Q: +0.2%
XLRE
Real Estate
-1.8%
1W    |  1Q: +2.8%
XLU
Utilities
-3.7%
1W    |  1Q: -4.5%
Tech Thematic ETF Heatmap — Weekly Returns
CLOU
Cloud
+8.8%
1W    |  1Q: +20.7%
IGV
Software
+6.9%
1W    |  1Q: +9.9%
FDN
Internet
+6.5%
1W    |  1Q: +5.0%
CIBR
Cyber
+4.2%
1W    |  1Q: +33.2%
SNSR
IoT
+3.8%
1W    |  1Q: +4.1%
ESPO
Gaming
+2.8%
1W    |  1Q: +4.0%
AIQ
AI Compute
+2.2%
1W    |  1Q: +4.4%
GRID
Grid
+1.4%
1W    |  1Q: -5.4%
QTUM
Quantum
+0.9%
1W    |  1Q: +4.8%
FINX
FinTech
+0.9%
1W    |  1Q: -0.3%
WTAI
AI
+0.5%
1W    |  1Q: +4.4%
SHLD
Defense
+0.1%
1W    |  1Q: -5.8%
LIT
Battery
-0.1%
1W    |  1Q: -21.0%
DTCR
Data Center
-2.1%
1W    |  1Q: -5.9%
NLR
Nuclear
-2.2%
1W    |  1Q: -25.2%
XSD
Semis EW
-3.0%
1W    |  1Q: -3.7%
SMH
Semis
-3.9%
1W    |  1Q: +4.0%
DAPP
Blockchain
-4.6%
1W    |  1Q: -12.7%
SOXX
Semis (SOXX)
-5.3%
1W    |  1Q: +5.8%
S&P 500 Sector ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XLV Healthcare $162.93 -0.3% ▼ -2.9% -0.5% +13.1% ▲ +18.8% Strong +7.7
2 XLF Financials $57.43 +1.0% ▼ -0.5% +3.3% +11.7% ▲ +14.8% Strong +7.4
3 XLK Technology $173.97 -0.2% ▲ +0.6% -3.7% +7.5% ▼ -6.7% Rising +4.4
4 XLY Consumer Disc $119.05 +7.4% ▲ +10.7% +1.6% +1.3% ▲ +3.8% Rising +3.7
5 XLI Industrials $180.86 -1.3% ▼ -4.2% -1.7% +6.0% ▲ +4.5% Rising +3.1
6 XLP Consumer Staples $85.79 +0.5% ▼ -0.1% +0.9% +3.4% ▲ +5.6% Rising +2.2
7 XLRE Real Estate $44.92 -1.8% ▼ -3.0% +0.5% +2.8% ▼ -5.9% Neutral +1.0
8 XLB Materials $50.56 -1.6% ▼ -4.3% -2.8% +0.2% ▼ -0.1% Weak -0.5
9 XLE Energy $58.22 -0.2% ▼ -0.9% +9.4% -1.3% ▼ -17.0% Weak -0.9
10 XLC Communication $110.97 +3.1% ▲ +5.9% +1.3% -4.2% ▼ -3.1% Weak -1.3
11 XLU Utilities $44.0 -3.7% ▼ -5.3% -3.8% -4.5% ▼ -12.5% Lagging -4.2
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 CIBR Cyber $92.8 +4.2% ▲ +7.1% +2.3% +33.2% ▲ +29.1% Strong +21.6
2 CLOU Cloud $25.93 +8.8% ▲ +10.7% +11.7% +20.7% ▲ +10.4% Strong +15.9
3 IGV Software $97.14 +6.9% ▲ +9.1% +3.8% +9.9% ▲ +6.3% Strong +8.7
4 FDN Internet $281.1 +6.5% ▲ +8.9% +5.3% +5.0% ▼ -0.7% Strong +5.6
5 SNSR IoT $46.53 +3.8% ▲ +6.4% -5.5% +4.1% ▼ -16.2% Rising +4.0
6 ESPO Gaming $94.59 +2.8% ▲ +2.4% +2.9% +4.0% ▲ +11.2% Rising +3.5
7 AIQ AI Compute $59.61 +2.2% ▲ +3.6% -3.6% +4.4% ▼ -7.5% Rising +3.5
8 QTUM Quantum $142.0 +0.9% ▲ +1.2% -8.4% +4.8% ▼ -13.5% Rising +3.2
9 WTAI AI $38.39 +0.5% ▲ +4.2% -9.8% +4.4% ▼ -18.6% Rising +2.8
10 SOXX Semis (SOXX) $488.62 -5.3% ▼ -3.8% -13.7% +5.8% ▼ -28.0% Neutral +1.4
11 SMH Semis $526.99 -3.9% ▼ -2.1% -11.0% +4.0% ▼ -23.4% Neutral +0.8
12 FINX FinTech $25.9 +0.9% ▲ +0.7% +1.3% -0.3% ▼ -4.3% Neutral +0.2
13 GRID Grid $178.89 +1.4% ▲ +1.8% -2.9% -5.4% ▼ -18.6% Weak -2.7
14 SHLD Defense $63.91 +0.1% ▼ -6.3% -0.1% -5.8% ▲ +5.0% Lagging -3.4
15 XSD Semis EW $477.91 -3.0% ▼ -1.3% -14.0% -3.7% ▼ -46.7% Lagging -3.4
16 DTCR Data Center $27.12 -2.1% ▼ -2.4% -4.7% -5.9% ▼ -25.0% Lagging -4.4
17 DAPP Blockchain $17.38 -4.6% ▼ -4.9% -6.0% -12.7% ▼ -28.8% Lagging -9.5
18 LIT Battery $68.53 -0.1% ▼ -2.7% -10.5% -21.0% ▼ -42.1% Lagging -12.6
19 NLR Nuclear $107.31 -2.2% ▼ -6.7% -6.6% -25.2% ▼ -19.8% 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