Market/Sectors
Sector rotation.
Where money is moving — today's returns, relative strength vs the S&P across timeframes, and the commodity corners.
as of 2026-11-05
Sector orbit · distance from 52-wk high · sized by index weight · colored by today
−2% from 52-wk high
−6%
−10%
−15%
SPX7,354−4.4%
XLK-8.0%
XLF-2.9%
XLE
XLV-2.5%
XLY-3.8%
XLP
XLI-4.1%
XLB
XLRE
XLU
XLC-0.6%
size = index weightorbit = distance from 52-wk highcolor = today
Returns & relative strength vs SPY
| Sector | vs SPY, 2y | |||||||
|---|---|---|---|---|---|---|---|---|
| XLV | Health Care | +0.5% | +9.5% | +11.6% | +27.8% | +28.5% | +17.7% | |
| XLP | Consumer Staples | +3.5% | +11.7% | +7.2% | +8.7% | +21.7% | +13.1% | |
| XLE | Energy | -10.3% | -2.7% | +7.2% | +10.2% | +43.5% | +13.1% | |
| XLF | Financials | +1.0% | +7.0% | -0.2% | +11.5% | +10.6% | +5.3% | |
| XLU | Utilities | +0.4% | +5.2% | -0.7% | -4.0% | -1.1% | +4.7% | |
| XLB | Materials | -0.4% | +6.8% | -1.0% | +1.8% | +24.7% | +4.4% | |
| XLRE | Real Estate | +2.9% | +9.2% | -1.5% | -0.2% | +10.1% | +3.9% | |
| XLY | Consumer Discretionary | +1.2% | +5.6% | -1.9% | -1.9% | -0.8% | +3.5% | |
| IGV | Software | -8.3% | -9.9% | -3.6% | +9.0% | -11.6% | +1.7% | |
| XLC | Communication Services | +3.1% | -6.2% | -6.2% | -11.1% | -6.9% | -1.1% | |
| XLI | Industrials | -4.5% | -3.2% | -12.3% | -6.6% | +7.1% | -7.4% | |
| XLK | Technology | -14.0% | -19.4% | -13.6% | -4.3% | +10.8% | -8.9% | |
| SMH | Semiconductors | -20.3% | -28.4% | -23.2% | -17.1% | +27.3% | -18.9% |
Energy
| Tracks | vs SPY, 2y | |||||||
|---|---|---|---|---|---|---|---|---|
| BNO | Brent Crude Oil | -11.6% | +1.0% | +33.2% | +16.5% | +112.8% | +40.6% | |
| USO | WTI Crude Oil | -11.9% | +3.0% | +25.6% | +9.8% | +106.0% | +32.5% | |
| XOP | Oil & Gas E&P | -12.7% | -7.5% | +4.6% | +4.8% | +39.8% | +10.4% | |
| UNG | Natural Gas | +1.0% | -16.0% | -4.8% | -13.2% | -33.5% | +0.4% | |
| TAN | Solar | +7.1% | +1.3% | -16.4% | -26.2% | -8.0% | -11.8% | |
| URA | Uranium Miners | -13.3% | -22.4% | -31.0% | -44.9% | -34.7% | -27.2% |
Metals
| Tracks | vs SPY, 2y | |||||||
|---|---|---|---|---|---|---|---|---|
| GDX | Gold Miners | +5.4% | +0.3% | -4.6% | -6.5% | +26.5% | +0.6% | |
| GLD | Gold | +1.9% | -0.1% | -5.8% | -13.0% | +3.6% | -0.6% | |
| SIL | Silver Miners | +2.5% | -7.5% | -12.6% | -17.9% | +25.7% | -7.8% | |
| PPLT | Platinum | +2.1% | -6.9% | -13.2% | -25.3% | -1.5% | -8.4% | |
| SLV | Silver | -0.7% | -12.8% | -18.4% | -34.5% | +9.8% | -13.9% | |
| COPX | Copper Miners | -7.5% | -16.0% | -20.2% | -15.0% | +24.1% | -15.8% |
Crypto
| Tracks | vs SPY, 2y | |||||||
|---|---|---|---|---|---|---|---|---|
| IBIT | Bitcoin (spot ETF) | -5.9% | -8.8% | +16.9% | -5.2% | -24.8% | +23.4% |
The 11 SPDR sector funds plus SMH (semis) and IGV (software) as sharper industry benchmarks, followed by commodity and thematic groups — energy, metals and a bitcoin proxy (IBIT). Returns are trailing total returns of the ETF; RS is the change of its price ratio to SPY. Rows showing — are still accruing price history. This is a market-context view, not a backtested signal. Data refreshes nightly.
Columns match the live Sector Pulse — trailing returns, relative strength vs SPY (3M), and the 2-year ETF/SPY ratio sparkline.