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Sector Pulse

Sector ETF returns and relative strength vs SPY — who's leading, who's lagging

as of 2026-06-10
Sectorvs SPY, 2y
SMHSemiconductors-0.9%+42.4%+55.4%+122.9%+32.4%
XLKTechnology-0.7%+25.9%+20.0%+48.3%+17.1%
IGVSoftware+1.0%+6.8%-16.3%-13.7%-0.7%
XLREReal Estate+0.9%+6.8%+12.4%+11.2%-0.7%
XLFFinancials+2.0%+5.8%-1.5%+4.0%-1.7%
XLEEnergy+1.9%+2.9%+30.2%+43.9%-4.3%
XLPConsumer Staples+2.5%+1.6%+11.4%+7.7%-5.5%
XLVHealth Care+6.9%+0.4%+1.8%+16.0%-6.6%
XLIIndustrials-3.1%+0.4%+10.6%+18.8%-6.7%
XLBMaterials-5.1%-0.0%+15.2%+14.4%-7.1%
XLYConsumer Discretionary-4.9%-0.4%-3.4%+7.0%-7.4%
XLUUtilities-2.5%-4.0%+4.5%+12.2%-10.8%
XLCCommunication Services-4.0%-4.8%-3.9%+8.7%-11.5%

The 11 SPDR sector funds plus SMH (semis) and IGV (software) as sharper industry benchmarks. Returns are trailing total returns of the ETF; RS is the change of its price ratio to SPY. This is a market-context view, not a backtested signal. Data refreshes nightly.