📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 31 Jul 2026 17:45 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLY
Consumer Disc
+6.0%
1W    |  1Q: -2.0%
XLC
Communication
+1.3%
1W    |  1Q: -7.5%
XLF
Financials
+1.3%
1W    |  1Q: +10.2%
XLP
Consumer Staples
+1.2%
1W    |  1Q: +1.9%
XLV
Healthcare
+0.1%
1W    |  1Q: +12.6%
XLK
Technology
-0.1%
1W    |  1Q: +8.7%
XLE
Energy
-0.8%
1W    |  1Q: +1.2%
XLI
Industrials
-1.3%
1W    |  1Q: +4.5%
XLB
Materials
-1.4%
1W    |  1Q: -1.2%
XLRE
Real Estate
-1.9%
1W    |  1Q: +2.6%
XLU
Utilities
-3.8%
1W    |  1Q: -3.7%
Tech Thematic ETF Heatmap — Weekly Returns
CLOU
Cloud
+9.1%
1W    |  1Q: +19.6%
IGV
Software
+7.2%
1W    |  1Q: +8.9%
FDN
Internet
+5.8%
1W    |  1Q: +3.1%
ESPO
Gaming
+5.6%
1W    |  1Q: +2.3%
SNSR
IoT
+4.0%
1W    |  1Q: +4.2%
CIBR
Cyber
+3.8%
1W    |  1Q: +33.5%
LIT
Battery
+2.4%
1W    |  1Q: -21.4%
FINX
FinTech
+2.3%
1W    |  1Q: +0.1%
AIQ
AI Compute
+2.2%
1W    |  1Q: +4.3%
QTUM
Quantum
+1.8%
1W    |  1Q: +5.3%
GRID
Grid
+1.5%
1W    |  1Q: -5.5%
SHLD
Defense
+0.3%
1W    |  1Q: -6.7%
WTAI
AI
+0.1%
1W    |  1Q: +7.4%
XSD
Semis EW
-0.1%
1W    |  1Q: -0.9%
NLR
Nuclear
-0.3%
1W    |  1Q: -25.1%
DAPP
Blockchain
-1.7%
1W    |  1Q: -7.0%
DTCR
Data Center
-1.9%
1W    |  1Q: -4.2%
SMH
Semis
-2.6%
1W    |  1Q: +7.2%
SOXX
Semis (SOXX)
-2.6%
1W    |  1Q: +10.2%
S&P 500 Sector ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XLV Healthcare $162.73 +0.1% ▼ -0.8% +2.0% +12.6% ▲ +19.0% Strong +7.6
2 XLF Financials $57.04 +1.3% ▲ +1.2% +4.1% +10.2% ▲ +13.6% Strong +6.6
3 XLK Technology $175.77 -0.1% ▼ -0.3% -5.3% +8.7% ▼ -2.9% Strong +5.2
4 XLI Industrials $180.24 -1.3% ▼ -3.1% -1.7% +4.5% ▲ +1.0% Rising +2.2
5 XLP Consumer Staples $85.14 +1.2% ▲ +2.4% +2.2% +1.9% ▲ +1.7% Neutral +1.6
6 XLY Consumer Disc $116.0 +6.0% ▲ +11.2% -1.8% -2.0% ▲ +0.5% Neutral +1.2
7 XLRE Real Estate $45.09 -1.9% ▼ -3.1% +2.1% +2.6% ▼ -6.3% Neutral +0.8
8 XLE Energy $59.12 -0.8% ▼ -4.2% +12.0% +1.2% ▼ -17.2% Neutral +0.4
9 XLB Materials $50.56 -1.4% ▼ -2.8% -0.9% -1.2% ▼ -5.1% Weak -1.3
10 XLU Utilities $44.53 -3.8% ▼ -6.3% -0.5% -3.7% ▼ -13.7% Lagging -3.7
11 XLC Communication $107.68 +1.3% ▲ +5.2% -1.9% -7.5% ▼ -5.3% Lagging -4.0
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 CIBR Cyber $91.72 +3.8% ▲ +8.1% +0.7% +33.5% ▲ +34.5% Strong +21.6
2 CLOU Cloud $25.18 +9.1% ▲ +13.5% +7.9% +19.6% ▲ +17.7% Strong +15.4
3 IGV Software $94.34 +7.2% ▲ +12.4% +1.1% +8.9% ▲ +12.1% Strong +8.2
4 SOXX Semis (SOXX) $513.16 -2.6% ▼ -3.6% -14.4% +10.2% ▼ -21.9% Strong +5.1
5 WTAI AI $38.94 +0.1% ▲ +1.6% -13.5% +7.4% ▼ -11.6% Rising +4.5
6 FDN Internet $274.27 +5.8% ▲ +9.7% +1.7% +3.1% ▲ +1.6% Rising +4.2
7 SNSR IoT $46.6 +4.0% ▲ +6.6% -5.3% +4.2% ▼ -13.7% Rising +4.1
8 QTUM Quantum $142.07 +1.8% ▲ +3.3% -11.4% +5.3% ▼ -10.7% Rising +3.9
9 ESPO Gaming $93.82 +5.6% ▲ +8.2% +2.8% +2.3% ▲ +11.2% Rising +3.6
10 AIQ AI Compute $59.25 +2.2% ▲ +3.4% -6.9% +4.3% ▼ -4.2% Rising +3.5
11 SMH Semis $546.69 -2.6% ▼ -3.4% -11.9% +7.2% ▼ -17.8% Rising +3.3
12 FINX FinTech $25.6 +2.3% ▲ +3.2% +1.1% +0.1% ▲ +3.9% Neutral +1.0
13 XSD Semis EW $493.76 -0.1% ▲ +1.1% -17.2% -0.9% ▼ -41.8% Weak -0.6
14 GRID Grid $179.99 +1.5% ▲ +1.8% -3.9% -5.5% ▼ -20.6% Weak -2.7
15 DTCR Data Center $27.58 -1.9% ▼ -4.5% -6.5% -4.2% ▼ -22.1% Lagging -3.3
16 SHLD Defense $63.19 +0.3% ▼ -4.6% +3.3% -6.7% ▲ +2.1% Lagging -3.9
17 DAPP Blockchain $17.73 -1.7% ▼ -7.4% -7.1% -7.0% ▼ -16.7% Lagging -4.9
18 LIT Battery $69.42 +2.4% ▲ +3.2% -11.0% -21.4% ▼ -47.9% Lagging -11.9
19 NLR Nuclear $107.82 -0.3% ▼ -4.0% -6.1% -25.1% ▼ -24.6% Lagging -15.2
RS Score = 40% weekly return + 60% quarterly return  ·  vs Prev Wk/Qtr = change in return vs the prior equivalent period  ·  Ranked strongest → weakest