📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 03 Aug 2026 17:24 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLY
Consumer Disc
+6.4%
1W    |  1Q: +0.4%
XLC
Communication
+3.5%
1W    |  1Q: -3.8%
XLK
Technology
+2.1%
1W    |  1Q: +10.0%
XLE
Energy
+0.9%
1W    |  1Q: -0.1%
XLF
Financials
+0.4%
1W    |  1Q: +11.1%
XLI
Industrials
-0.7%
1W    |  1Q: +6.6%
XLP
Consumer Staples
-0.8%
1W    |  1Q: +2.1%
XLV
Healthcare
-1.0%
1W    |  1Q: +12.3%
XLB
Materials
-1.3%
1W    |  1Q: +0.5%
XLRE
Real Estate
-1.6%
1W    |  1Q: +3.1%
XLU
Utilities
-3.1%
1W    |  1Q: -3.9%
Tech Thematic ETF Heatmap — Weekly Returns
CLOU
Cloud
+8.6%
1W    |  1Q: +20.5%
FDN
Internet
+7.2%
1W    |  1Q: +5.7%
IGV
Software
+7.1%
1W    |  1Q: +10.1%
CIBR
Cyber
+4.9%
1W    |  1Q: +34.2%
WTAI
AI
+3.7%
1W    |  1Q: +7.7%
AIQ
AI Compute
+3.6%
1W    |  1Q: +5.8%
SNSR
IoT
+3.5%
1W    |  1Q: +4.8%
QTUM
Quantum
+3.3%
1W    |  1Q: +7.4%
ESPO
Gaming
+2.8%
1W    |  1Q: +4.0%
GRID
Grid
+2.6%
1W    |  1Q: -4.3%
FINX
FinTech
+2.6%
1W    |  1Q: +1.4%
NLR
Nuclear
+1.1%
1W    |  1Q: -22.6%
DAPP
Blockchain
+0.7%
1W    |  1Q: -7.9%
LIT
Battery
+0.7%
1W    |  1Q: -20.3%
SHLD
Defense
+0.4%
1W    |  1Q: -5.5%
DTCR
Data Center
+0.3%
1W    |  1Q: -3.6%
XSD
Semis EW
+0.2%
1W    |  1Q: -0.5%
SMH
Semis
-0.9%
1W    |  1Q: +7.3%
SOXX
Semis (SOXX)
-2.2%
1W    |  1Q: +9.3%
S&P 500 Sector ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XLV Healthcare $161.76 -1.0% ▼ -3.6% -1.2% +12.3% ▲ +18.0% Strong +7.0
2 XLF Financials $57.08 +0.4% ▼ -1.1% +2.6% +11.1% ▲ +14.2% Strong +6.8
3 XLK Technology $178.01 +2.1% ▲ +2.9% -1.4% +10.0% ▼ -4.2% Strong +6.8
4 XLI Industrials $181.85 -0.7% ▼ -3.6% -1.1% +6.6% ▲ +5.1% Rising +3.7
5 XLY Consumer Disc $117.94 +6.4% ▲ +9.7% +0.7% +0.4% ▲ +2.9% Rising +2.8
6 XLRE Real Estate $45.04 -1.6% ▼ -2.8% +0.8% +3.1% ▼ -5.6% Neutral +1.2
7 XLP Consumer Staples $84.71 -0.8% ▼ -1.4% -0.3% +2.1% ▲ +4.3% Neutral +0.9
8 XLE Energy $58.9 +0.9% ▲ +0.2% +10.7% -0.1% ▼ -15.8% Neutral +0.3
9 XLB Materials $50.72 -1.3% ▼ -4.0% -2.5% +0.5% ▲ +0.2% Weak -0.2
10 XLC Communication $111.4 +3.5% ▲ +6.3% +1.6% -3.8% ▼ -2.7% Weak -0.9
11 XLU Utilities $44.28 -3.1% ▼ -4.7% -3.2% -3.9% ▼ -11.9% Lagging -3.6
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 CIBR Cyber $93.5 +4.9% ▲ +7.8% +3.1% +34.2% ▲ +30.1% Strong +22.5
2 CLOU Cloud $25.9 +8.6% ▲ +10.5% +11.5% +20.5% ▲ +10.2% Strong +15.7
3 IGV Software $97.37 +7.1% ▲ +9.3% +4.1% +10.1% ▲ +6.5% Strong +8.9
4 FDN Internet $283.11 +7.2% ▲ +9.6% +6.0% +5.7% Strong +6.3
5 WTAI AI $39.6 +3.7% ▲ +7.4% -7.0% +7.7% ▼ -15.3% Strong +6.1
6 QTUM Quantum $145.47 +3.3% ▲ +3.6% -6.2% +7.4% ▼ -10.9% Strong +5.8
7 AIQ AI Compute $60.42 +3.6% ▲ +5.0% -2.3% +5.8% ▼ -6.1% Rising +4.9
8 SOXX Semis (SOXX) $504.92 -2.2% ▼ -0.7% -10.8% +9.3% ▼ -24.5% Rising +4.7
9 SNSR IoT $46.84 +3.5% ▲ +4.1% -3.2% +4.8% ▼ -15.4% Rising +4.3
10 SMH Semis $543.67 -0.9% ▲ +0.9% -8.2% +7.3% ▼ -20.1% Rising +4.0
11 ESPO Gaming $94.61 +2.8% ▲ +2.4% +2.9% +4.0% ▲ +11.2% Rising +3.5
12 FINX FinTech $26.33 +2.6% ▲ +2.4% +3.0% +1.4% ▼ -2.6% Neutral +1.9
13 XSD Semis EW $493.89 +0.2% ▲ +1.9% -11.1% -0.5% ▼ -43.5% Weak -0.2
14 GRID Grid $180.96 +2.6% ▲ +3.0% -1.7% -4.3% ▼ -17.5% Weak -1.5
15 DTCR Data Center $27.78 +0.3% -2.4% -3.6% ▼ -22.7% Weak -2.0
16 SHLD Defense $64.1 +0.4% ▼ -6.0% +0.2% -5.5% ▲ +5.3% Lagging -3.1
17 DAPP Blockchain $18.34 +0.7% ▲ +0.4% -0.8% -7.9% ▼ -24.0% Lagging -4.5
18 LIT Battery $69.1 +0.7% ▼ -1.9% -9.7% -20.3% ▼ -41.4% Lagging -11.9
19 NLR Nuclear $110.98 +1.1% ▼ -3.4% -3.4% -22.6% ▼ -17.2% Lagging -13.1
RS Score = 40% weekly return + 60% quarterly return  ·  vs Prev Wk/Qtr = change in return vs the prior equivalent period  ·  Ranked strongest → weakest