📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 04 Aug 2026 13:37 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLK
Technology
+7.1%
1W    |  1Q: +10.7%
XLY
Consumer Disc
+4.6%
1W    |  1Q: -0.2%
XLC
Communication
+1.3%
1W    |  1Q: -3.7%
XLI
Industrials
+0.8%
1W    |  1Q: +7.0%
XLF
Financials
-0.1%
1W    |  1Q: +12.0%
XLE
Energy
-0.6%
1W    |  1Q: -3.0%
XLB
Materials
-2.3%
1W    |  1Q: -0.4%
XLRE
Real Estate
-3.3%
1W    |  1Q: +1.6%
XLV
Healthcare
-3.6%
1W    |  1Q: +11.5%
XLP
Consumer Staples
-3.6%
1W    |  1Q: +0.6%
XLU
Utilities
-3.9%
1W    |  1Q: -5.1%
Tech Thematic ETF Heatmap — Weekly Returns
WTAI
AI
+13.3%
1W    |  1Q: +8.0%
XSD
Semis EW
+10.1%
1W    |  1Q: +0.1%
QTUM
Quantum
+9.7%
1W    |  1Q: +8.0%
IGV
Software
+8.9%
1W    |  1Q: +13.2%
AIQ
AI Compute
+8.2%
1W    |  1Q: +6.0%
SOXX
Semis (SOXX)
+8.0%
1W    |  1Q: +10.1%
CIBR
Cyber
+7.8%
1W    |  1Q: +35.9%
CLOU
Cloud
+7.3%
1W    |  1Q: +16.1%
NLR
Nuclear
+7.1%
1W    |  1Q: -19.6%
GRID
Grid
+6.9%
1W    |  1Q: -4.3%
SMH
Semis
+6.9%
1W    |  1Q: +8.3%
LIT
Battery
+6.7%
1W    |  1Q: -18.8%
SNSR
IoT
+6.6%
1W    |  1Q: +4.7%
FDN
Internet
+6.2%
1W    |  1Q: +6.4%
DAPP
Blockchain
+4.1%
1W    |  1Q: -11.0%
SHLD
Defense
+3.9%
1W    |  1Q: -1.3%
DTCR
Data Center
+2.9%
1W    |  1Q: -4.5%
FINX
FinTech
+1.2%
1W    |  1Q: +2.4%
ESPO
Gaming
+0.4%
1W    |  1Q: +4.1%
S&P 500 Sector ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XLK Technology $183.2 +7.1% ▲ +12.5% -0.2% +10.7% ▼ -9.4% Strong +9.3
2 XLF Financials $57.56 -0.1% ▼ -2.8% +2.5% +12.0% ▲ +15.9% Strong +7.2
3 XLV Healthcare $161.25 -3.6% ▼ -8.0% -0.4% +11.5% ▲ +18.0% Strong +5.5
4 XLI Industrials $183.98 +0.8% ▼ -1.3% -0.9% +7.0% ▲ +4.9% Rising +4.5
5 XLY Consumer Disc $117.63 +4.6% ▲ +6.7% -0.3% -0.2% ▲ +1.3% Neutral +1.7
6 XLRE Real Estate $44.49 -3.3% ▼ -5.1% +0.5% +1.6% ▼ -5.7% Weak -0.4
7 XLP Consumer Staples $83.95 -3.6% ▼ -7.2% -0.2% +0.6% ▲ +3.4% Weak -1.1
8 XLB Materials $51.12 -2.3% ▼ -6.8% -1.7% -0.4% ▼ -0.1% Weak -1.2
9 XLC Communication $111.04 +1.3% ▲ +1.6% +0.8% -3.7% ▼ -3.0% Weak -1.7
10 XLE Energy $57.23 -0.6% ▲ +1.0% +7.7% -3.0% ▼ -16.3% Weak -2.0
11 XLU Utilities $43.73 -3.9% ▼ -5.2% -3.5% -5.1% ▼ -13.5% Lagging -4.6
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 CIBR Cyber $96.22 +7.8% ▲ +9.2% +3.6% +35.9% ▲ +29.2% Strong +24.7
2 CLOU Cloud $26.08 +7.3% ▲ +5.6% +11.3% +16.1% ▲ +1.0% Strong +12.6
3 IGV Software $99.9 +8.9% ▲ +8.9% +5.4% +13.2% ▲ +7.9% Strong +11.5
4 WTAI AI $41.35 +13.3% ▲ +25.9% -5.7% +8.0% ▼ -24.4% Strong +10.1
5 SOXX Semis (SOXX) $531.0 +8.0% ▲ +19.1% -8.7% +10.1% ▼ -36.1% Strong +9.3
6 QTUM Quantum $150.1 +9.7% ▲ +15.5% -4.4% +8.0% ▼ -16.4% Strong +8.7
7 SMH Semis $566.01 +6.9% ▲ +16.2% -6.3% +8.3% ▼ -28.5% Strong +7.7
8 AIQ AI Compute $61.92 +8.2% ▲ +14.4% -3.0% +6.0% ▼ -12.3% Strong +6.9
9 FDN Internet $284.81 +6.2% ▲ +6.8% +5.3% +6.4% ▼ -1.4% Strong +6.3
10 SNSR IoT $47.99 +6.6% ▲ +10.8% -2.4% +4.7% ▼ -16.4% Strong +5.5
11 XSD Semis EW $519.0 +10.1% ▲ +20.9% -9.1% +0.1% ▼ -49.6% Rising +4.1
12 ESPO Gaming $94.34 +0.4% ▼ -2.6% +1.6% +4.1% ▲ +8.3% Rising +2.6
13 FINX FinTech $26.35 +1.2% ▲ +1.2% +1.3% +2.4% ▼ -2.2% Neutral +1.9
14 SHLD Defense $66.41 +3.9% ▼ -2.2% +2.4% -1.3% ▲ +5.8% Neutral +0.8
15 GRID Grid $184.46 +6.9% ▲ +11.1% -1.6% -4.3% ▼ -20.2% Neutral +0.2
16 DTCR Data Center $28.0 +2.9% ▲ +6.8% -2.5% -4.5% ▼ -27.5% Weak -1.5
17 DAPP Blockchain $18.48 +4.1% ▲ +12.2% -4.7% -11.0% ▼ -42.5% Lagging -5.0
18 LIT Battery $71.47 +6.7% ▲ +9.8% -6.2% -18.8% ▼ -43.7% Lagging -8.6
19 NLR Nuclear $113.72 +7.1% ▲ +9.8% -2.4% -19.6% ▼ -19.1% Lagging -8.9
RS Score = 40% weekly return + 60% quarterly return  ·  vs Prev Wk/Qtr = change in return vs the prior equivalent period  ·  Ranked strongest → weakest