Sector Analysis
Aggregate sector intelligence — 1,499 stocks across 11 GICS sectors
Last computed: 9/28/2026, 10:00:51 PM · Updates every Friday at 5pm ET
Market Overview — Universe Statistics
1,499
Total Stocks
11
Sectors
49.8/100
Median Composite
49.9/100
Median Quality
50.0/100
Median Momentum
50.0/100
Median Growth
+4.3%
Median YTD%
6.2%>90th% range
% Near 52wk High
Sector Fundamental Score History — 8 Quarters
Median JCN scores per sector aggregated quarterly. Color intensity shows score level. Trend computed from linear regression slope. Click a row to expand all-factor sparkline.
As of: 2026-09-28 · served from cache
| Sector ⇅ | Stocks | Q3'24 | Q4'24 | Q1'25 | Q2'25 | Q3'25 | Q4'25 | Q1'26 | Q2'26 | Trend ⇅ | 8Q Delta ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|---|
▶Communication Services | 47 | 49.9 | 52.0 | 52.6 | 52.1 | 58.0 | 52.7 | 52.0 | 55.2 | ↑↑ +0.52/Q | +5.3 |
▶Technology | 202 | 52.0 | 54.2 | 52.3 | 53.0 | 53.3 | 52.7 | 54.2 | 53.0 | → +0.10/Q | +1.0 |
▶Energy | 69 | 52.4 | 52.9 | 53.7 | 51.4 | 54.5 | 52.7 | 59.5 | 52.7 | ↑ +0.42/Q | +0.3 |
▶Financials | 252 | 54.3 | 54.5 | 56.1 | 54.8 | 55.8 | 55.0 | 53.1 | 51.5 | ↓ -0.34/Q | -2.8 |
▶Industrials | 257 | 53.1 | 51.7 | 50.9 | 51.4 | 50.5 | 51.2 | 54.0 | 51.1 | → -0.03/Q | -2.0 |
▶Consumer Discretionary | 190 | 50.4 | 52.3 | 49.2 | 49.5 | 50.7 | 49.9 | 49.4 | 49.8 | ↓ -0.18/Q | -0.6 |
▶Healthcare | 168 | 46.1 | 45.3 | 46.9 | 48.0 | 48.0 | 50.8 | 49.4 | 48.4 | ↑↑ +0.57/Q | +2.3 |
▶Consumer Staples | 79 | 50.1 | 51.0 | 50.6 | 51.3 | 47.6 | 45.4 | 50.5 | 46.9 | ↓↓ -0.53/Q | -3.2 |
▶Materials | 81 | 49.5 | 47.9 | 47.5 | 43.9 | 41.7 | 43.0 | 46.0 | 45.3 | ↓↓ -0.65/Q | -4.2 |
▶Real Estate | 103 | 45.6 | 45.7 | 48.0 | 47.2 | 44.6 | 46.7 | 46.8 | 44.8 | → -0.08/Q | -0.8 |
▶Utilities | 61 | 40.8 | 39.5 | 42.5 | 42.9 | 37.9 | 41.8 | 43.7 | 41.0 | ↑ +0.18/Q | +0.2 |
Score scale:Click any row to expand all-factor trend chart
>=70
53-70
47-53
40-47
<=40
Fundamental + Price Momentum Convergence Matrix
Pairs 8-quarter fundamental trend with RRG price momentum quadrant to generate a sector-level signal. Hover signal badges for interpretation.
2CONFIRM
2EARLY
4AVOID
3NEUTRAL
CONFIRMFundamentals improving + sector leading/improving in price. High-conviction long setup.
EARLYFundamentals improving but price not yet following. Potential early entry — watch for price catch-up.
DIVERGEFundamentals deteriorating but price still strong. Late-cycle risk — fundamentals may drag price lower.
AVOIDFundamentals deteriorating + price weak. Both signals negative. No edge here.
NEUTRALMixed or insufficient signals for a clear read.
| Sector ⇅ | Fund Score ⇅ | Fund Trend ⇅ | vs Prior Q | RRG Quadrant ⇅ | RS-Ratio | Price Mom | Signal ▲ | Interpretation |
|---|---|---|---|---|---|---|---|---|
| Healthcare | 48.4 | ↑↑+0.57/Q | -1.0 | leading | 100.6 | medium | CONFIRM | Fundamentals improving (+0.57/Q) and price momentum is leading. Both signals aligned. High-conviction sector. |
| Communication Services | 55.2 | ↑↑+0.52/Q | +3.2 | improving | 94.4 | medium | CONFIRM | Fundamentals improving (+0.52/Q) and price momentum is improving. Both signals aligned. High-conviction sector. |
| Energy | 52.7 | ↑+0.42/Q | -6.8 | weakening | 104.0 | low | EARLY | Fundamentals improving (+0.42/Q) but price is weakening. Fundamentals ahead of price — potential early entry if RRG turns. |
| Utilities | 41.0 | ↑+0.18/Q | -2.7 | lagging | 91.9 | negative | EARLY | Fundamentals improving (+0.18/Q) but price is lagging. Fundamentals ahead of price — potential early entry if RRG turns. |
| Technology | 53.0 | →+0.10/Q | -1.2 | leading | 105.7 | high | NEUTRAL | Fundamentals stable (+0.10/Q) with leading price momentum. No clear fundamental catalyst in either direction. |
| Industrials | 51.1 | →-0.03/Q | -2.9 | lagging | 97.3 | negative | NEUTRAL | Fundamentals stable (-0.03/Q) with lagging price momentum. No clear fundamental catalyst in either direction. |
| Real Estate | 44.8 | →-0.08/Q | -2.0 | lagging | 95.3 | negative | NEUTRAL | Fundamentals stable (-0.08/Q) with lagging price momentum. No clear fundamental catalyst in either direction. |
| Consumer Discretionary | 49.8 | ↓-0.18/Q | +0.4 | lagging | 93.7 | negative | AVOID | Fundamentals deteriorating (-0.18/Q) and price is lagging. Both signals negative. No edge — avoid or underweight. |
| Consumer Staples | 46.9 | ↓↓-0.53/Q | -3.6 | lagging | 95.3 | negative | AVOID | Fundamentals deteriorating (-0.53/Q) and price is lagging. Both signals negative. No edge — avoid or underweight. |
| Financials | 51.5 | ↓-0.34/Q | -1.6 | lagging | 98.5 | negative | AVOID | Fundamentals deteriorating (-0.34/Q) and price is lagging. Both signals negative. No edge — avoid or underweight. |
| Materials | 45.3 | ↓↓-0.65/Q | -0.7 | lagging | 96.9 | negative | AVOID | Fundamentals deteriorating (-0.65/Q) and price is lagging. Both signals negative. No edge — avoid or underweight. |
Sector Score Summary — Median JCN Scores by Sector
Median composite and factor scores per sector (0–100 = percentile rank vs. full ~3,000 stock universe). Higher = better. Click columns to sort.
| Sector ⇅ | Stocks ⇅ | Composite ▼ | QARP ⇅ | GARP ⇅ | Qual×Mom ⇅ | Fortress ⇅ | Quality ⇅ | Growth ⇅ | Momentum ⇅ | Value ⇅ | Fin Str ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Energy | 69 | 61.0 | 58.5 | 60.8 | 62.0 | 59.3 | 53.3 | 61.7 | 71.8 | 64.2 | 57.5 |
| Communication Services | 45 | 53.3 | 50.6 | 48.5 | 50.9 | 51.5 | 61.9 | 49.3 | 41.2 | 50.8 | 51.7 |
| Technology | 197 | 53.3 | 52.1 | 48.5 | 50.5 | 55.4 | 60.0 | 58.4 | 45.3 | 37.7 | 62.1 |
| Financials | 252 | 52.8 | 54.2 | 54.5 | 53.2 | 51.9 | 46.3 | 49.6 | 66.6 | 60.2 | 49.2 |
| Industrials | 255 | 49.8 | 48.4 | 48.4 | 49.9 | 51.0 | 50.2 | 52.2 | 49.3 | 45.4 | 47.8 |
| Healthcare | 166 | 49.4 | 49.1 | 47.3 | 49.2 | 48.7 | 52.1 | 49.5 | 51.1 | 47.0 | 54.8 |
| Consumer Discretionary | 190 | 47.8 | 49.1 | 46.9 | 44.7 | 51.3 | 50.8 | 47.2 | 33.2 | 58.3 | 49.4 |
| Consumer Staples | 78 | 47.8 | 46.9 | 45.7 | 40.9 | 51.9 | 52.2 | 40.8 | 34.4 | 52.3 | 49.5 |
| Real Estate | 105 | 44.6 | 45.5 | 43.5 | 49.4 | 43.2 | 46.5 | 38.4 | 52.4 | 45.2 | 37.5 |
| Materials | 81 | 44.1 | 44.0 | 44.2 | 47.9 | 45.2 | 41.6 | 42.1 | 44.0 | 43.9 | 47.3 |
| Utilities | 61 | 41.2 | 43.9 | 43.2 | 43.5 | 35.4 | 39.0 | 48.4 | 46.8 | 44.2 | 26.9 |
| MARKET | 1499 | 49.8 | 49.3 | 48.6 | 49.9 | 50.1 | 49.9 | 50.0 | 50.0 | 50.0 | 50.1 |
Sector Quintile Distribution
Full quintile breakdown per sector. Q1=bottom 20%, Q5=top 80%. Wider Q1–Q5 spread = more dispersed sector; narrow = concentrated.
Metric:
| Sector ⇅ | Count ⇅ | Q1 (20th) ⇅ | Q2 (40th) ⇅ | Median ▼ | Q4 (60th) ⇅ | Q5 (80th) ⇅ | Mean ⇅ | Std Dev ⇅ |
|---|---|---|---|---|---|---|---|---|
| Energy | 69 | 39.20 | 53.61 | 61.00 | 65.15 | 74.53 | 58.29 | 18.18 |
| Communication Services | 45 | 31.30 | 46.17 | 53.35 | 57.44 | 65.02 | 49.51 | 18.04 |
| Technology | 197 | 40.23 | 49.58 | 53.29 | 56.44 | 66.72 | 52.55 | 15.38 |
| Financials | 252 | 38.60 | 48.47 | 52.79 | 57.04 | 67.33 | 53.05 | 16.67 |
| Industrials | 255 | 33.92 | 45.60 | 49.75 | 53.73 | 63.35 | 49.51 | 16.33 |
| MARKET | 1499 | 34.21 | 45.35 | 49.75 | 54.17 | 65.02 | 49.90 | 16.85 |
| Healthcare | 166 | 36.19 | 43.86 | 49.36 | 53.97 | 66.49 | 49.90 | 17.72 |
| Consumer Staples | 78 | 32.78 | 41.72 | 47.84 | 52.18 | 61.84 | 46.97 | 15.66 |
| Consumer Discretionary | 190 | 31.93 | 42.87 | 47.80 | 52.86 | 62.82 | 47.95 | 16.94 |
| Real Estate | 105 | 32.92 | 42.61 | 44.55 | 48.14 | 58.05 | 45.87 | 15.45 |
| Materials | 81 | 29.53 | 39.55 | 44.09 | 51.49 | 63.86 | 46.36 | 18.72 |
| Utilities | 61 | 29.87 | 38.34 | 41.19 | 44.84 | 52.09 | 42.17 | 12.99 |
Sector Momentum Dashboard — Price Trend Strength by Sector
Momentum sub-scores and breadth metrics. AF = Absolute/FIP momentum composite, FIP 12M = Frog-in-the-Pan path quality, System = trend linearity score. Sorted by Momentum Score.
| Sector ⇅ | Stocks ⇅ | Mom Score ▼ | AF Composite ⇅ | FIP 12M ⇅ | System Score ⇅ | % Pos YTD ⇅ | % >50% Range ⇅ | % Near High ⇅ | Median YTD% ⇅ | Median 1Yr% ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| Energy | 69 | 71.8 | 69.5 | 0.020 | 76.9 | 91.3% | 69.6% | 18.8% | +28.8% | +34.0% |
| Financials | 252 | 66.6 | 55.5 | 0.000 | 59.7 | 59.5% | 54.4% | 36.1% | +3.9% | +5.3% |
| Real Estate | 105 | 52.4 | 55.4 | 0.000 | 34.5 | 62.9% | 41.9% | 11.4% | +5.3% | +3.0% |
| Healthcare | 166 | 51.1 | 55.1 | 0.010 | 36.8 | 66.9% | 63.9% | 44.0% | +11.1% | +23.0% |
| Industrials | 255 | 49.3 | 50.6 | 0.000 | 57.6 | 55.3% | 37.6% | 13.7% | +3.0% | +6.2% |
| Utilities | 61 | 46.8 | 36.5 | 0.000 | 55.8 | 41.0% | 18.0% | 14.8% | -3.5% | -3.2% |
| Technology | 197 | 45.3 | 62.8 | 0.010 | 51.0 | 66.5% | 53.8% | 20.3% | +25.9% | +20.4% |
| Materials | 81 | 44.0 | 45.1 | 0.010 | 41.9 | 63.0% | 45.7% | 14.8% | +6.5% | +13.3% |
| Communication Services | 45 | 41.2 | 26.2 | 0.000 | 48.9 | 44.4% | 44.4% | 22.2% | -8.6% | -7.8% |
| Consumer Staples | 78 | 34.4 | 31.3 | 0.000 | 35.7 | 47.4% | 34.6% | 12.8% | -3.0% | -5.7% |
| Consumer Discretionary | 190 | 33.2 | 42.4 | 0.000 | 41.3 | 40.0% | 29.5% | 9.5% | -6.2% | -9.8% |
| MARKET | 1499 | 50.0 | 49.9 | 0.000 | 50.0 | 58.1% | 45.9% | 21.5% | +4.3% | +5.6% |
By Industry Group
Industry Score Summary — Median JCN Scores by Industry
Median composite and factor scores per industry (0–100 = percentile rank vs. full ~3,000 stock universe). Industries with ≥5 stocks shown. Click columns to sort.
| Industry ⇅ | Sector ⇅ | Stocks ⇅ | Composite ▼ | QARP ⇅ | GARP ⇅ | Qual×Mom ⇅ | Fortress ⇅ | Quality ⇅ | Growth ⇅ | Momentum ⇅ | Value ⇅ | Fin Str ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Diversified Consumer Services | Consumer Discretionary | 13 | 67.7 | 68.5 | 66.0 | 56.1 | 69.0 | 80.7 | 58.3 | 63.0 | 77.6 | 67.7 |
| Technology Hardware, Storage & Peripherals | Technology | 11 | 67.6 | 67.8 | 67.6 | 64.9 | 66.9 | 63.2 | 75.9 | 75.9 | 79.7 | 63.4 |
| Consumer Finance | Financials | 14 | 64.5 | 70.4 | 66.7 | 68.5 | 62.8 | 73.0 | 66.8 | 53.3 | 85.6 | 48.7 |
| Oil, Gas & Consumable Fuels | Energy | 48 | 62.3 | 65.6 | 64.8 | 65.9 | 61.9 | 64.4 | 62.6 | 75.3 | 78.9 | 57.9 |
| Interactive Media & Services | Communication Services | 11 | 60.7 | 62.5 | 52.1 | 54.3 | 71.2 | 78.4 | 68.9 | 31.2 | 64.3 | 74.1 |
| Insurance | Financials | 56 | 60.3 | 58.5 | 62.6 | 57.4 | 56.2 | 48.1 | 56.2 | 74.3 | 73.8 | 63.6 |
| Passenger Airlines | Industrials | 9 | 59.6 | 45.1 | 55.8 | 46.8 | 56.1 | 54.2 | 75.4 | 41.9 | 61.5 | 37.8 |
| Metals & Mining | Materials | 22 | 58.5 | 56.9 | 58.0 | 55.8 | 51.8 | 44.8 | 82.8 | 66.4 | 45.1 | 63.6 |
| Broadline Retail | Consumer Discretionary | 6 | 57.8 | 54.7 | 55.8 | 61.7 | 65.2 | 58.6 | 52.4 | 60.8 | 59.6 | 72.9 |
| Textiles, Apparel & Luxury Goods | Consumer Discretionary | 20 | 57.7 | 57.6 | 53.4 | 45.0 | 64.3 | 63.3 | 49.2 | 26.0 | 63.8 | 53.0 |
| Consumer Staples Distribution & Retail | Consumer Staples | 19 | 55.7 | 51.8 | 52.4 | 55.2 | 45.0 | 37.7 | 56.5 | 60.7 | 57.4 | 47.4 |
| Capital Markets | Financials | 54 | 55.5 | 49.2 | 46.2 | 53.1 | 58.5 | 66.3 | 58.6 | 38.9 | 30.2 | 70.3 |
| Entertainment | Communication Services | 12 | 55.5 | 44.4 | 45.1 | 49.9 | 51.2 | 42.2 | 64.5 | 51.6 | 26.8 | 55.4 |
| Construction & Engineering | Industrials | 18 | 55.4 | 47.3 | 61.5 | 61.4 | 40.3 | 43.3 | 67.1 | 63.1 | 42.5 | 45.7 |
| Software | Technology | 60 | 55.2 | 54.8 | 49.7 | 54.6 | 66.7 | 84.7 | 72.5 | 20.6 | 38.8 | 64.8 |
| Biotechnology | Healthcare | 33 | 55.1 | 49.3 | 46.1 | 60.7 | 62.1 | 72.3 | 63.8 | 75.5 | 21.4 | 73.3 |
| Commercial Services & Supplies | Industrials | 27 | 54.0 | 58.9 | 53.8 | 52.9 | 61.7 | 70.2 | 62.5 | 55.8 | 57.8 | 59.4 |
| Communications Equipment | Technology | 14 | 54.0 | 60.8 | 48.8 | 75.0 | 58.3 | 72.4 | 45.3 | 71.9 | 37.3 | 66.0 |
| Electrical Equipment | Industrials | 18 | 53.9 | 45.9 | 50.3 | 65.2 | 51.6 | 59.3 | 63.4 | 64.5 | 22.6 | 55.5 |
| Professional Services | Industrials | 27 | 53.5 | 50.9 | 52.0 | 40.3 | 56.7 | 55.6 | 43.1 | 16.7 | 67.3 | 54.9 |
| Media | Communication Services | 13 | 53.4 | 53.4 | 55.0 | 56.9 | 52.6 | 62.7 | 48.7 | 46.8 | 71.0 | 32.0 |
| Health Care Providers & Services | Healthcare | 39 | 52.7 | 56.7 | 55.5 | 46.0 | 47.8 | 41.2 | 54.6 | 60.4 | 66.1 | 53.4 |
| Containers & Packaging | Materials | 13 | 52.6 | 48.8 | 52.3 | 47.9 | 51.4 | 45.4 | 48.2 | 36.6 | 58.1 | 45.6 |
| Financial Services | Financials | 24 | 51.6 | 56.4 | 55.2 | 48.3 | 57.2 | 61.6 | 46.3 | 55.6 | 60.4 | 50.0 |
| Pharmaceuticals | Healthcare | 22 | 51.5 | 59.6 | 53.3 | 57.6 | 58.1 | 58.2 | 34.4 | 52.8 | 75.7 | 59.3 |
| Trading Companies & Distributors | Industrials | 13 | 51.2 | 53.2 | 51.2 | 63.6 | 49.5 | 54.1 | 55.2 | 92.4 | 52.6 | 46.1 |
| IT Services | Technology | 19 | 51.0 | 56.4 | 48.7 | 46.7 | 55.4 | 54.8 | 50.2 | 18.1 | 72.6 | 49.3 |
| Health Care Technology | Healthcare | 7 | 50.6 | 50.0 | 50.8 | 29.0 | 59.5 | 45.3 | 31.8 | 7.3 | 46.2 | 73.6 |
| Electronic Equipment, Instruments & Components | Technology | 40 | 49.7 | 51.4 | 49.8 | 50.3 | 45.7 | 40.7 | 46.2 | 68.3 | 49.7 | 60.3 |
| Machinery | Industrials | 61 | 49.6 | 46.6 | 43.6 | 54.3 | 54.3 | 51.3 | 43.6 | 61.2 | 37.6 | 52.3 |
| Household Products | Consumer Staples | 10 | 49.5 | 52.1 | 35.0 | 57.5 | 62.0 | 72.7 | 25.4 | 40.0 | 30.0 | 59.4 |
| Automobile Components | Consumer Discretionary | 16 | 48.9 | 49.8 | 55.9 | 29.5 | 47.1 | 37.8 | 46.3 | 31.0 | 71.7 | 47.9 |
| Banks | Financials | 94 | 48.6 | 51.8 | 53.1 | 52.7 | 40.4 | 31.9 | 32.2 | 75.4 | 60.4 | 40.3 |
| Energy Equipment & Services | Energy | 21 | 48.4 | 47.4 | 50.0 | 46.3 | 42.8 | 32.7 | 57.6 | 67.9 | 38.3 | 53.6 |
| Ground Transportation | Industrials | 19 | 48.4 | 44.2 | 46.8 | 39.5 | 46.4 | 33.1 | 41.6 | 41.3 | 48.8 | 40.6 |
| Semiconductors & Semiconductor Equipment | Technology | 52 | 48.3 | 39.6 | 39.1 | 46.8 | 48.2 | 48.8 | 50.8 | 49.4 | 19.6 | 63.0 |
| Gas Utilities | Utilities | 10 | 48.1 | 54.2 | 54.3 | 54.2 | 50.1 | 55.1 | 46.1 | 49.2 | 62.8 | 33.7 |
| Hotels, Restaurants & Leisure | Consumer Discretionary | 49 | 48.0 | 51.8 | 53.0 | 52.6 | 46.9 | 67.8 | 71.5 | 42.0 | 43.9 | 39.2 |
| Beverages | Consumer Staples | 12 | 47.8 | 45.8 | 39.0 | 45.6 | 60.1 | 75.8 | 48.2 | 20.7 | 28.0 | 68.7 |
| Specialized REITs | Real Estate | 21 | 47.6 | 51.3 | 45.7 | 52.5 | 47.5 | 70.0 | 40.4 | 42.8 | 47.6 | 34.1 |
| Leisure Products | Consumer Discretionary | 7 | 47.2 | 52.4 | 48.0 | 35.5 | 48.6 | 55.3 | 53.3 | 38.2 | 44.0 | 30.6 |
| Air Freight & Logistics | Industrials | 8 | 46.8 | 46.0 | 48.6 | 41.3 | 44.4 | 47.8 | 23.0 | 36.4 | 69.6 | 48.6 |
| Mortgage Real Estate Investment Trusts (REITs) | Financials | 10 | 46.5 | 47.8 | 56.0 | 37.9 | 39.5 | 31.9 | 60.3 | 13.4 | 60.2 | 9.3 |
| Health Care Equipment & Supplies | Healthcare | 48 | 45.5 | 41.6 | 40.9 | 40.2 | 46.2 | 52.0 | 46.1 | 28.0 | 35.1 | 49.7 |
| Diversified Telecommunication Services | Communication Services | 5 | 45.4 | 63.4 | 47.5 | 48.2 | 38.1 | 50.4 | 35.4 | 33.3 | 61.9 | 17.8 |
| Building Products | Industrials | 26 | 45.1 | 47.6 | 40.9 | 39.3 | 51.7 | 39.4 | 42.7 | 33.9 | 43.6 | 39.7 |
| Retail REITs | Real Estate | 17 | 45.1 | 48.2 | 44.2 | 61.6 | 46.3 | 55.0 | 37.7 | 66.0 | 39.3 | 37.3 |
| Diversified REITs | Real Estate | 43 | 44.9 | 44.3 | 44.2 | 47.5 | 36.7 | 36.6 | 39.4 | 54.9 | 45.6 | 38.6 |
| Aerospace & Defense | Industrials | 21 | 44.4 | 34.0 | 47.3 | 35.1 | 38.6 | 29.0 | 77.0 | 35.6 | 25.0 | 48.7 |
| Household Durables | Consumer Discretionary | 26 | 44.0 | 44.8 | 41.1 | 33.4 | 50.8 | 34.0 | 23.1 | 40.1 | 59.6 | 65.6 |
| Specialty Retail | Consumer Discretionary | 43 | 43.2 | 45.5 | 44.0 | 43.4 | 51.4 | 49.5 | 48.1 | 28.7 | 53.7 | 49.2 |
| Independent Power and Renewable Electricity Producers | Utilities | 7 | 42.9 | 41.1 | 29.3 | 37.9 | 34.2 | 40.5 | 71.5 | 33.5 | 22.0 | 22.1 |
| Chemicals | Materials | 39 | 42.7 | 43.0 | 41.3 | 40.8 | 41.9 | 35.6 | 37.7 | 42.8 | 40.3 | 39.5 |
| Residential REITs | Real Estate | 13 | 42.6 | 42.8 | 35.3 | 40.6 | 42.4 | 52.2 | 22.3 | 32.4 | 35.5 | 31.2 |
| Personal Care Products | Consumer Staples | 7 | 42.4 | 45.8 | 41.8 | 41.9 | 53.0 | 69.0 | 40.3 | 22.1 | 53.0 | 58.1 |
| Industrial Conglomerates | Industrials | 5 | 42.1 | 47.4 | 31.8 | 66.1 | 39.9 | 45.7 | 15.3 | 59.1 | 31.2 | 25.9 |
| Food Products | Consumer Staples | 27 | 41.5 | 43.6 | 45.3 | 26.5 | 42.9 | 38.0 | 38.0 | 18.7 | 69.0 | 41.5 |
| Life Sciences Tools & Services | Healthcare | 17 | 40.5 | 45.0 | 43.2 | 50.3 | 39.5 | 43.6 | 51.6 | 58.0 | 32.5 | 38.4 |
| Water Utilities | Utilities | 6 | 40.5 | 35.6 | 42.7 | 35.6 | 32.4 | 35.2 | 63.2 | 39.3 | 37.7 | 36.9 |
| Electric Utilities | Utilities | 24 | 40.1 | 42.7 | 42.8 | 43.2 | 35.1 | 33.0 | 53.9 | 48.4 | 45.3 | 23.8 |
| Real Estate Management & Development | Real Estate | 8 | 38.4 | 18.9 | 37.3 | 24.0 | 41.9 | 27.1 | 67.3 | 45.7 | 47.4 | 63.1 |
| Multi-Utilities | Utilities | 14 | 31.9 | 37.2 | 41.0 | 44.4 | 25.7 | 40.5 | 43.0 | 48.6 | 38.4 | 10.2 |
| Automobiles | Consumer Discretionary | 6 | 31.5 | 38.8 | 40.7 | 17.1 | 33.0 | 12.0 | 19.1 | 18.6 | 77.7 | 31.2 |
Industry Quintile Distribution
Full quintile breakdown per industry group. Q1=bottom 20%, Q5=top 80%. Industries with ≥10 stocks shown.
Metric:51 industries
| Industry ⇅ | Sector ⇅ | Count ⇅ | Q1 (20th) ⇅ | Q2 (40th) ⇅ | Median ▼ | Q4 (60th) ⇅ | Q5 (80th) ⇅ | Mean ⇅ | Std Dev ⇅ |
|---|---|---|---|---|---|---|---|---|---|
| Diversified Consumer Services | Consumer Discretionary | 13 | 52.16 | 61.20 | 67.68 | 68.13 | 71.95 | 61.65 | 13.21 |
| Technology Hardware, Storage & Peripherals | Technology | 11 | 61.22 | 66.29 | 67.63 | 68.38 | 73.32 | 67.97 | 10.36 |
| Consumer Finance | Financials | 14 | 41.00 | 58.66 | 64.47 | 71.65 | 77.44 | 61.35 | 19.14 |
| Oil, Gas & Consumable Fuels | Energy | 48 | 46.72 | 58.72 | 62.35 | 68.43 | 77.13 | 61.60 | 17.34 |
| Interactive Media & Services | Communication Services | 11 | 46.78 | 58.96 | 60.69 | 61.80 | 69.74 | 58.18 | 17.14 |
| Insurance | Financials | 56 | 45.72 | 53.95 | 60.34 | 62.63 | 73.37 | 58.36 | 17.24 |
| Metals & Mining | Materials | 22 | 44.83 | 52.58 | 58.47 | 65.39 | 75.70 | 57.30 | 20.13 |
| Textiles, Apparel & Luxury Goods | Consumer Discretionary | 20 | 22.14 | 50.10 | 57.70 | 61.27 | 70.95 | 49.99 | 23.61 |
| Consumer Staples Distribution & Retail | Consumer Staples | 19 | 36.92 | 48.82 | 55.69 | 58.04 | 64.71 | 51.64 | 16.49 |
| Entertainment | Communication Services | 12 | 38.46 | 53.81 | 55.52 | 58.48 | 62.51 | 52.94 | 14.26 |
| Capital Markets | Financials | 54 | 40.22 | 48.65 | 55.48 | 58.40 | 67.11 | 53.69 | 17.39 |
| Construction & Engineering | Industrials | 18 | 35.84 | 43.25 | 55.39 | 63.17 | 74.51 | 53.88 | 20.94 |
| Software | Technology | 60 | 45.39 | 54.48 | 55.24 | 59.68 | 66.77 | 54.69 | 14.19 |
| Biotechnology | Healthcare | 33 | 42.43 | 49.10 | 55.05 | 65.09 | 74.12 | 56.30 | 20.46 |
| Communications Equipment | Technology | 14 | 43.19 | 50.87 | 54.02 | 57.77 | 72.47 | 56.64 | 14.94 |
| Commercial Services & Supplies | Industrials | 27 | 40.97 | 50.89 | 53.98 | 57.36 | 74.28 | 56.34 | 17.88 |
| Electrical Equipment | Industrials | 18 | 40.97 | 52.49 | 53.95 | 55.42 | 67.41 | 53.90 | 15.61 |
| Professional Services | Industrials | 27 | 32.35 | 43.38 | 53.53 | 54.31 | 61.98 | 47.71 | 15.46 |
| Media | Communication Services | 13 | 32.88 | 46.09 | 53.45 | 55.51 | 67.64 | 49.83 | 19.20 |
| Health Care Providers & Services | Healthcare | 39 | 38.86 | 49.32 | 52.67 | 57.08 | 68.21 | 52.62 | 15.55 |
| Containers & Packaging | Materials | 13 | 27.58 | 41.99 | 52.62 | 56.29 | 63.95 | 45.70 | 19.05 |
| Financial Services | Financials | 24 | 42.85 | 48.69 | 51.60 | 56.11 | 64.92 | 52.20 | 16.90 |
| Pharmaceuticals | Healthcare | 22 | 39.72 | 49.27 | 51.47 | 54.81 | 74.11 | 53.74 | 17.90 |
| Trading Companies & Distributors | Industrials | 13 | 45.76 | 49.43 | 51.18 | 52.70 | 72.30 | 56.23 | 14.31 |
| IT Services | Technology | 19 | 40.75 | 46.07 | 50.98 | 54.17 | 62.08 | 50.89 | 13.83 |
| Electronic Equipment, Instruments & Components | Technology | 40 | 41.77 | 48.28 | 49.69 | 52.70 | 63.97 | 51.15 | 12.87 |
| Machinery | Industrials | 61 | 33.84 | 46.46 | 49.58 | 52.80 | 61.75 | 48.55 | 15.19 |
| Household Products | Consumer Staples | 10 | 41.24 | 47.78 | 49.52 | 51.49 | 58.67 | 47.61 | 14.50 |
| Automobile Components | Consumer Discretionary | 16 | 34.01 | 46.82 | 48.94 | 53.08 | 55.86 | 45.27 | 16.13 |
| Banks | Financials | 94 | 35.39 | 44.79 | 48.61 | 53.15 | 62.33 | 49.43 | 14.58 |
| Energy Equipment & Services | Energy | 21 | 35.47 | 41.91 | 48.36 | 58.50 | 69.22 | 50.71 | 18.17 |
| Ground Transportation | Industrials | 19 | 31.04 | 44.84 | 48.36 | 49.09 | 56.91 | 45.23 | 13.94 |
| Semiconductors & Semiconductor Equipment | Technology | 52 | 30.35 | 46.23 | 48.26 | 51.72 | 61.37 | 47.41 | 17.71 |
| Gas Utilities | Utilities | 10 | 41.18 | 45.39 | 48.13 | 50.72 | 55.86 | 50.39 | 10.15 |
| Hotels, Restaurants & Leisure | Consumer Discretionary | 49 | 38.98 | 45.86 | 48.00 | 52.41 | 61.29 | 50.13 | 15.71 |
| Beverages | Consumer Staples | 12 | 36.53 | 41.79 | 47.81 | 55.75 | 61.88 | 48.64 | 15.54 |
| Specialized REITs | Real Estate | 21 | 39.32 | 44.16 | 47.59 | 48.36 | 54.50 | 48.12 | 11.96 |
| Mortgage Real Estate Investment Trusts (REITs) | Financials | 10 | 37.56 | 42.92 | 46.54 | 49.01 | 52.45 | 44.22 | 13.70 |
| Health Care Equipment & Supplies | Healthcare | 48 | 28.57 | 39.10 | 45.53 | 49.39 | 57.07 | 43.92 | 17.46 |
| Building Products | Industrials | 26 | 27.12 | 41.46 | 45.13 | 51.72 | 57.75 | 44.17 | 16.99 |
| Retail REITs | Real Estate | 17 | 40.79 | 44.41 | 45.13 | 52.05 | 56.86 | 48.60 | 11.94 |
| Diversified REITs | Real Estate | 43 | 30.65 | 42.92 | 44.88 | 48.48 | 59.86 | 45.70 | 16.74 |
| Aerospace & Defense | Industrials | 21 | 32.89 | 41.13 | 44.39 | 47.12 | 57.91 | 46.23 | 15.03 |
| Household Durables | Consumer Discretionary | 26 | 28.63 | 35.29 | 44.04 | 46.67 | 55.56 | 42.54 | 14.61 |
| Specialty Retail | Consumer Discretionary | 43 | 31.85 | 41.11 | 43.18 | 51.73 | 65.39 | 47.71 | 15.31 |
| Chemicals | Materials | 39 | 27.94 | 36.27 | 42.72 | 44.03 | 56.06 | 42.23 | 16.54 |
| Residential REITs | Real Estate | 13 | 31.08 | 36.49 | 42.56 | 42.85 | 45.47 | 40.78 | 13.17 |
| Food Products | Consumer Staples | 27 | 29.55 | 38.02 | 41.45 | 45.82 | 56.68 | 42.29 | 15.45 |
| Life Sciences Tools & Services | Healthcare | 17 | 36.90 | 40.02 | 40.48 | 44.60 | 55.53 | 45.42 | 11.18 |
| Electric Utilities | Utilities | 24 | 31.78 | 37.82 | 40.07 | 44.83 | 51.74 | 40.87 | 10.73 |
| Multi-Utilities | Utilities | 14 | 27.24 | 28.67 | 31.86 | 34.07 | 47.65 | 37.97 | 14.97 |
Industry Momentum Dashboard — Price Trend Strength by Industry
Momentum sub-scores and breadth metrics per industry group. Industries with ≥5 stocks. Sorted by Momentum Score.
| Industry ⇅ | Sector ⇅ | Stocks ⇅ | Mom Score ▼ | AF Composite ⇅ | FIP 12M ⇅ | System Score ⇅ | % Pos YTD ⇅ | % >50% Range ⇅ | % Near High ⇅ | Median YTD% ⇅ | Median 1Yr% ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Trading Companies & Distributors | Industrials | 13 | 92.4 | 78.3 | 0.010 | 87.5 | 76.9% | 76.9% | 38.5% | +23.9% | +11.2% |
| Technology Hardware, Storage & Peripherals | Technology | 11 | 75.9 | 92.6 | 0.080 | 90.4 | 90.9% | 90.9% | 45.5% | +126.9% | +70.4% |
| Biotechnology | Healthcare | 33 | 75.5 | 73.2 | 0.010 | 67.7 | 75.8% | 69.7% | 45.5% | +16.4% | +43.4% |
| Banks | Financials | 94 | 75.4 | 64.0 | 0.000 | 56.6 | 79.8% | 71.3% | 47.9% | +9.0% | +14.7% |
| Oil, Gas & Consumable Fuels | Energy | 48 | 75.3 | 63.0 | 0.020 | 79.2 | 89.6% | 70.8% | 22.9% | +30.9% | +31.7% |
| Insurance | Financials | 56 | 74.3 | 56.8 | 0.010 | 66.8 | 55.4% | 41.1% | 30.4% | +0.8% | +4.3% |
| Communications Equipment | Technology | 14 | 71.9 | 89.2 | 0.030 | 74.2 | 92.9% | 71.4% | 28.6% | +46.0% | +48.6% |
| Electronic Equipment, Instruments & Components | Technology | 40 | 68.3 | 73.2 | 0.010 | 68.2 | 70.0% | 60.0% | 17.5% | +43.9% | +36.6% |
| Energy Equipment & Services | Energy | 21 | 67.9 | 76.1 | 0.040 | 53.2 | 95.2% | 66.7% | 9.5% | +28.2% | +50.6% |
| Metals & Mining | Materials | 22 | 66.4 | 77.3 | 0.050 | 80.7 | 59.1% | 50.0% | 9.1% | +10.0% | +35.4% |
| Retail REITs | Real Estate | 17 | 66.0 | 67.2 | 0.000 | 57.4 | 76.5% | 23.5% | 5.9% | +4.9% | +4.9% |
| Electrical Equipment | Industrials | 18 | 64.5 | 59.8 | 0.010 | 77.7 | 77.8% | 55.6% | 16.7% | +17.6% | +25.8% |
| Construction & Engineering | Industrials | 18 | 63.1 | 51.6 | 0.010 | 90.7 | 61.1% | 33.3% | 5.6% | +12.6% | +18.6% |
| Diversified Consumer Services | Consumer Discretionary | 13 | 63.0 | 39.7 | 0.000 | 70.2 | 61.5% | 30.8% | 23.1% | +4.8% | -9.7% |
| Machinery | Industrials | 61 | 61.2 | 52.4 | 0.000 | 63.7 | 60.7% | 39.3% | 18.0% | +3.6% | +9.9% |
| Broadline Retail | Consumer Discretionary | 6 | 60.8 | 68.8 | 0.000 | 27.9 | 50.0% | 66.7% | 16.7% | +4.9% | +14.7% |
| Consumer Staples Distribution & Retail | Consumer Staples | 19 | 60.7 | 49.1 | 0.010 | 74.8 | 63.2% | 42.1% | 10.5% | +7.6% | +6.8% |
| Health Care Providers & Services | Healthcare | 39 | 60.4 | 59.2 | 0.010 | 45.2 | 71.8% | 71.8% | 43.6% | +11.8% | +13.9% |
| Industrial Conglomerates | Industrials | 5 | 59.1 | 56.2 | 0.000 | 51.4 | 60.0% | 20.0% | 20.0% | +2.0% | +8.4% |
| Life Sciences Tools & Services | Healthcare | 17 | 58.0 | 64.8 | 0.000 | 12.4 | 100.0% | 100.0% | 94.1% | +20.0% | +46.2% |
| Commercial Services & Supplies | Industrials | 27 | 55.8 | 49.6 | 0.000 | 59.1 | 63.0% | 51.9% | 25.9% | +8.1% | +7.0% |
| Financial Services | Financials | 24 | 55.6 | 40.1 | 0.000 | 59.9 | 54.2% | 58.3% | 50.0% | +1.2% | +0.6% |
| Diversified REITs | Real Estate | 43 | 54.9 | 62.9 | 0.000 | 34.3 | 79.1% | 60.5% | 18.6% | +9.3% | +11.4% |
| Consumer Finance | Financials | 14 | 53.3 | 59.2 | 0.000 | 52.0 | 57.1% | 42.9% | 28.6% | +9.2% | +0.8% |
| Pharmaceuticals | Healthcare | 22 | 52.8 | 41.0 | 0.010 | 52.6 | 63.6% | 59.1% | 50.0% | +10.0% | +18.1% |
| Entertainment | Communication Services | 12 | 51.6 | 36.1 | 0.010 | 64.3 | 50.0% | 58.3% | 50.0% | -1.3% | -1.5% |
| Semiconductors & Semiconductor Equipment | Technology | 52 | 49.4 | 84.0 | 0.020 | 55.2 | 88.5% | 57.7% | 11.5% | +50.5% | +63.0% |
| Gas Utilities | Utilities | 10 | 49.2 | 29.5 | 0.000 | 59.8 | 40.0% | 10.0% | 10.0% | -3.4% | +1.0% |
| Multi-Utilities | Utilities | 14 | 48.6 | 34.6 | 0.000 | 55.1 | 35.7% | 14.3% | 7.1% | -4.8% | -5.3% |
| Electric Utilities | Utilities | 24 | 48.4 | 37.7 | 0.000 | 61.7 | 29.2% | 8.3% | 8.3% | -4.6% | -3.9% |
| Media | Communication Services | 13 | 46.8 | 25.4 | 0.010 | 49.5 | 30.8% | 38.5% | 0.0% | -14.3% | -7.9% |
| Real Estate Management & Development | Real Estate | 8 | 45.7 | 43.8 | 0.000 | 28.8 | 37.5% | 37.5% | 25.0% | -10.1% | -7.4% |
| Chemicals | Materials | 39 | 42.8 | 44.5 | 0.000 | 26.5 | 74.4% | 48.7% | 20.5% | +12.5% | +13.3% |
| Specialized REITs | Real Estate | 21 | 42.8 | 32.5 | 0.000 | 34.3 | 52.4% | 33.3% | 4.8% | +1.8% | -4.6% |
| Hotels, Restaurants & Leisure | Consumer Discretionary | 49 | 42.0 | 43.0 | 0.010 | 48.0 | 38.8% | 34.7% | 4.1% | -8.2% | -12.2% |
| Passenger Airlines | Industrials | 9 | 41.9 | 75.5 | 0.000 | 34.8 | 55.6% | 44.4% | 0.0% | +0.9% | +21.9% |
| Ground Transportation | Industrials | 19 | 41.3 | 75.3 | 0.020 | 46.1 | 73.7% | 36.8% | 0.0% | +12.4% | +26.6% |
| Household Durables | Consumer Discretionary | 26 | 40.1 | 43.8 | 0.000 | 49.0 | 50.0% | 26.9% | 15.4% | -0.6% | -5.6% |
| Household Products | Consumer Staples | 10 | 40.0 | 41.8 | 0.000 | 32.4 | 70.0% | 40.0% | 10.0% | +6.8% | -0.8% |
| Water Utilities | Utilities | 6 | 39.3 | 40.3 | 0.000 | 18.3 | 100.0% | 66.7% | 66.7% | +6.9% | +2.2% |
| Capital Markets | Financials | 54 | 38.9 | 26.9 | 0.000 | 61.0 | 40.7% | 48.1% | 24.1% | -2.5% | -5.3% |
| Leisure Products | Consumer Discretionary | 7 | 38.2 | 52.1 | 0.000 | 26.7 | 28.6% | 28.6% | 0.0% | -11.5% | +5.4% |
| Containers & Packaging | Materials | 13 | 36.6 | 41.1 | 0.000 | 29.3 | 61.5% | 53.8% | 15.4% | +3.7% | +6.8% |
| Air Freight & Logistics | Industrials | 8 | 36.4 | 57.3 | 0.010 | 56.2 | 25.0% | 12.5% | 12.5% | -8.6% | +13.3% |
| Aerospace & Defense | Industrials | 21 | 35.6 | 29.6 | 0.000 | 68.2 | 33.3% | 9.5% | 4.8% | -12.8% | -8.8% |
| Building Products | Industrials | 26 | 34.0 | 35.9 | 0.000 | 47.4 | 38.5% | 23.1% | 7.7% | -2.5% | -12.2% |
| Independent Power and Renewable Electricity Producers | Utilities | 7 | 33.5 | 45.2 | 0.000 | 51.2 | 42.9% | 28.6% | 14.3% | -12.3% | +6.3% |
| Diversified Telecommunication Services | Communication Services | 5 | 33.3 | 14.2 | -0.010 | 43.1 | 60.0% | 60.0% | 20.0% | +3.3% | -3.1% |
| Residential REITs | Real Estate | 13 | 32.4 | 34.3 | 0.000 | 20.6 | 23.1% | 15.4% | 0.0% | -7.8% | -6.1% |
| Interactive Media & Services | Communication Services | 11 | 31.2 | 37.9 | 0.000 | 32.0 | 54.5% | 45.5% | 27.3% | +2.3% | -7.8% |
| Automobile Components | Consumer Discretionary | 16 | 31.0 | 42.0 | 0.010 | 20.1 | 31.2% | 12.5% | 0.0% | -4.2% | -7.3% |
| Specialty Retail | Consumer Discretionary | 43 | 28.7 | 33.6 | 0.000 | 45.3 | 37.2% | 32.6% | 16.3% | -13.1% | -14.0% |
| Health Care Equipment & Supplies | Healthcare | 48 | 28.0 | 41.5 | 0.000 | 19.8 | 50.0% | 47.9% | 25.0% | +0.4% | +6.3% |
| Textiles, Apparel & Luxury Goods | Consumer Discretionary | 20 | 26.0 | 46.8 | 0.010 | 26.5 | 30.0% | 10.0% | 5.0% | -12.8% | -10.9% |
| Personal Care Products | Consumer Staples | 7 | 22.1 | 20.6 | 0.000 | 20.0 | 57.1% | 71.4% | 28.6% | +2.8% | +6.4% |
| Beverages | Consumer Staples | 12 | 20.7 | 24.1 | 0.000 | 30.5 | 41.7% | 25.0% | 16.7% | -7.9% | -11.4% |
| Software | Technology | 60 | 20.6 | 24.2 | 0.000 | 29.1 | 43.3% | 40.0% | 20.0% | -5.9% | -11.7% |
| Food Products | Consumer Staples | 27 | 18.7 | 19.3 | 0.010 | 25.2 | 25.9% | 18.5% | 7.4% | -14.1% | -19.0% |
| Automobiles | Consumer Discretionary | 6 | 18.6 | 23.7 | 0.000 | 30.4 | 33.3% | 33.3% | 0.0% | -9.9% | -13.3% |
| IT Services | Technology | 19 | 18.1 | 7.5 | 0.000 | 29.1 | 42.1% | 42.1% | 31.6% | -14.1% | -14.2% |
| Professional Services | Industrials | 27 | 16.7 | 19.2 | 0.000 | 20.6 | 33.3% | 33.3% | 7.4% | -15.7% | -18.7% |
| Mortgage Real Estate Investment Trusts (REITs) | Financials | 10 | 13.4 | 14.3 | 0.020 | 21.9 | 10.0% | 10.0% | 0.0% | -28.1% | -26.5% |
| Health Care Technology | Healthcare | 7 | 7.3 | 23.0 | 0.000 | 11.5 | 42.9% | 28.6% | 28.6% | -21.3% | -6.8% |
ETF Rotation
Sector ETF Rotation - SPDR XL Series
11 GICS sector ETFs + SPY/QQQ/IWM benchmarks. Green = strong positive return, red = negative. Toggle Absolute/vs SPY. Up arrow = accelerating momentum, down arrow = decelerating.
As of: 2026-09-28
Return:
>=+10%
+5-10%
0-5%
0 to -5%
-5-10%
<=-10%
up Accel = recent outpacing long-termdn Decel = recent trailing long-term
| ETF | Dir | Price | 1W ⇅ | 1M ⇅ | 3M ⇅ | 6M ⇅ | YTD ▼ | 1Y ⇅ | 3Y ⇅ | 5Y ⇅ | Rank | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLEEnergy | ⇩Decel-6.6pp | $62.10 | -0.6% | -4.6% | +4.2% | +3.9% | +36.0% | +29.2% | +43.0% | +56.0% | 1st | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLKTechnology | ⇩Decel-6.4pp | $194.53 | -0.9% | +3.9% | +7.9% | +7.8% | +34.8% | +33.6% | +78.3% | +165.4% | 2nd | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLVHealthcare | ⇩Decel-9.7pp | $171.26 | +0.8% | -1.1% | +4.8% | +14.3% | +10.1% | +8.5% | +11.8% | +32.2% | 3rd | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLBMaterials | ⇩Decel-1.6pp | $49.47 | -2.1% | -6.6% | -3.7% | -1.6% | +7.3% | +1.0% | +8.1% | +28.2% | 4th | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLIIndustrials | ⇧Accel+2.5pp | $168.78 | -0.9% | -3.7% | -7.9% | -1.7% | +6.8% | +1.1% | +31.2% | +74.9% | 5th | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLPConsumer Staples | ⇧Accel+1.5pp | $82.28 | -0.5% | -3.8% | -3.6% | -3.8% | +5.9% | -0.1% | +3.8% | +17.4% | 6th | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLREReal Estate | ⇧Accel+3.9pp | $41.35 | -2.9% | -6.5% | -10.0% | -7.2% | +2.4% | -2.0% | -0.0% | +21.7% | 7th | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLFFinancials | ⇩Decel-4.7pp | $54.19 | -3.1% | -6.7% | -4.7% | +4.3% | -1.4% | -0.5% | +21.1% | +70.1% | 8th | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLCCommunication Services | ⇩Decel-1.3pp | $111.18 | -3.1% | -1.9% | +1.8% | -4.2% | -4.9% | -4.7% | +29.6% | +93.3% | 9th | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLYConsumer Discretionary | ⇧Accel+1.8pp | $109.00 | -3.0% | -6.4% | -4.4% | -8.5% | -7.9% | -11.2% | +18.0% | +50.7% | 10th | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLUUtilities | ⇧Accel+8.2pp | $39.25 | -3.5% | -8.9% | -15.2% | -13.4% | -9.1% | -10.0% | +7.4% | +22.7% | 11th | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Benchmarks | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SPYS&P 500 | — | $765.61 | -1.0% | -1.0% | +2.4% | +2.7% | +12.1% | +10.6% | +38.3% | +91.7% | — | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
QQQNasdaq 100 | — | $736.53 | -1.5% | +2.4% | +4.4% | +2.6% | +20.1% | +18.5% | +55.9% | +134.6% | — | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IWMRussell 2000 | — | $280.02 | -2.5% | -5.4% | -4.7% | -1.8% | +12.6% | +5.4% | +29.5% | +62.0% | — | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Industry ETF Deep Dive
Sub-sector ETFs grouped by parent GICS sector. Shows which industries within each sector are leading or lagging.
As of: 2026-09-28
Return:
>=+10%
+5-10%
0-5%
0 to -5%
-5-10%
<=-10%
up Accel = recent outpacing long-termdn Decel = recent trailing long-term
| ETF | Sector | Dir | Price | 1W ⇅ | 1M ⇅ | 3M ⇅ | 6M ⇅ | YTD ▼ | 1Y ⇅ | 3Y ⇅ | 5Y ⇅ | Rank | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOXXSemiconductors | Technology | –Neutral | $560.79 | -2.1% | +7.9% | +0.9% | +4.4% | +78.8% | +63.8% | +145.3% | +305.1% | 1st | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SMHSemiconductors (VanEck) | Technology | ⇩Decel-0.9pp | $600.01 | -1.2% | +5.8% | +2.2% | +4.1% | +60.7% | +49.9% | +148.3% | +382.0% | 2nd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
HACKCybersecurity (Alt) | Technology | ⇩Decel-17.6pp | $119.46 | -3.7% | +7.1% | +12.7% | +25.9% | +50.7% | +49.1% | +77.0% | +149.2% | 3rd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
PDBCCommodities (Active) | Commodities | ⇩Decel-6.1pp | $19.37 | -1.2% | +1.5% | +7.3% | +5.2% | +45.9% | +39.5% | +55.8% | +49.5% | 4th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
DBCBroad Commodities | Commodities | ⇩Decel-6.0pp | $32.49 | -1.2% | +1.7% | +7.2% | +5.2% | +45.1% | +38.9% | +58.2% | +51.7% | 5th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
CIBRCybersecurity | Technology | ⇩Decel-15.0pp | $101.67 | -2.3% | +6.7% | +13.8% | +20.6% | +43.9% | +40.4% | +72.3% | +142.6% | 6th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XOPE&P | Energy | ⇩Decel-7.2pp | $180.14 | -2.5% | -6.7% | +2.0% | +3.1% | +39.7% | +36.5% | +33.9% | +43.4% | 7th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
OIHOil Services | Energy | ⇧Accel+0.8pp | $389.79 | -1.7% | -10.7% | -0.5% | -13.6% | +31.7% | +19.2% | +35.2% | +42.2% | 8th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XBIBiotech (Equal Weight) | Healthcare | ⇩Decel-14.7pp | $156.61 | -3.3% | -5.3% | +2.9% | +17.9% | +28.9% | +23.5% | +55.3% | +92.4% | 9th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SKYYCloud Computing | Technology | ⇩Decel-23.0pp | $162.46 | -3.4% | -0.9% | +19.6% | +22.1% | +27.1% | +28.7% | +65.9% | +146.4% | 10th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IBBBiotech (Large) | Healthcare | ⇩Decel-18.8pp | $210.71 | -0.1% | -1.4% | +11.5% | +24.6% | +24.7% | +21.9% | +42.7% | +58.9% | 11th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
PICKMetals & Mining | Materials | ⇩Decel-4.5pp | $60.34 | -3.7% | -7.4% | +3.0% | -5.1% | +15.2% | +5.7% | +62.3% | +53.6% | 12th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IHFManaged Care | Healthcare | ⇩Decel-6.2pp | $55.68 | -0.3% | -4.0% | -1.8% | +9.9% | +15.1% | +11.8% | -3.2% | +8.5% | 13th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
ROBORobotics & AI | Technology | ⇧Accel+2.6pp | $80.38 | -1.3% | -0.2% | +1.2% | -7.9% | +13.7% | +8.5% | +45.7% | +49.4% | 14th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
AMLPMidstream/Pipelines | Energy | ⇩Decel-0.5pp | $52.93 | -2.6% | -5.1% | -3.8% | -2.9% | +11.6% | +7.3% | +23.6% | +67.8% | 15th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
KRERegional Banks | Financials | ⇩Decel-1.6pp | $70.55 | -2.0% | -6.3% | -6.8% | +1.7% | +8.1% | +3.4% | +26.9% | +75.8% | 16th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
PPHPharma | Healthcare | ⇩Decel-5.2pp | $111.48 | -0.4% | -3.7% | +0.1% | +6.2% | +7.5% | +4.5% | +15.4% | +45.8% | 17th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
KBEBanks | Financials | ⇩Decel-1.9pp | $64.50 | -2.4% | -7.0% | -7.0% | +1.5% | +5.4% | +1.5% | +24.5% | +86.9% | 18th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IGVSoftware | Technology | ⇩Decel-16.0pp | $105.43 | -2.5% | -1.4% | +16.0% | +12.2% | +2.7% | +4.3% | +21.5% | +74.8% | 19th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
GDXGold Miners | Materials | ⇩Decel-20.0pp | $87.89 | -10.2% | -13.4% | +14.6% | +1.8% | +2.5% | -9.6% | +130.4% | +153.8% | 20th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
VNQREITs (Broad) | Real Estate | ⇧Accel+3.4pp | $90.59 | -3.4% | -6.3% | -10.1% | -6.4% | +2.3% | -2.2% | +0.8% | +22.1% | 21st | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IYRREITs (iShares) | Real Estate | ⇧Accel+3.6pp | $96.16 | -2.8% | -6.5% | -10.1% | -6.4% | +2.3% | -2.2% | +0.5% | +22.0% | 22nd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IAKInsurance | Financials | ⇩Decel-2.1pp | $137.73 | -2.5% | -6.9% | -7.6% | +2.4% | +2.0% | +4.5% | +10.0% | +64.3% | 23rd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
GDXJJunior Gold Miners | Materials | ⇩Decel-18.3pp | $114.10 | -10.8% | -11.6% | +13.5% | +0.6% | +0.8% | -10.9% | +158.1% | +176.5% | 24th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
JETSAirlines | Industrials | –Neutral | $28.49 | -2.2% | -1.1% | -8.0% | +5.0% | +0.7% | -1.9% | +53.6% | +58.1% | 25th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IAIBroker-Dealers | Financials | ⇩Decel-3.9pp | $178.38 | -4.7% | -9.9% | -6.0% | -0.8% | -1.9% | -6.3% | +42.0% | +99.6% | 26th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XRTRetail | Consumer Discretionary | –Neutral | $82.55 | -1.3% | -5.8% | -7.8% | +0.0% | -3.9% | -9.2% | +9.7% | +37.0% | 27th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
GLDGold | Commodities | ⇩Decel-1.8pp | $377.91 | -5.5% | -7.9% | -0.3% | -9.5% | -5.1% | -11.3% | +62.2% | +99.2% | 28th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
ITAAerospace & Defense | Industrials | ⇧Accel+5.4pp | $209.26 | -3.2% | -7.4% | -14.2% | -7.2% | -5.7% | -14.1% | +43.3% | +83.3% | 29th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XHBHomebuilders | Consumer Discretionary | ⇧Accel+2.9pp | $97.30 | -2.1% | -5.8% | -10.9% | -2.7% | -6.9% | -15.7% | -16.2% | +46.5% | 30th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
ITBHome Construction | Consumer Discretionary | ⇧Accel+1.9pp | $88.75 | -2.5% | -5.5% | -9.4% | -2.4% | -8.8% | -18.7% | -25.1% | +28.3% | 31st | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
FINXFintech | Financials | ⇩Decel-5.7pp | $24.75 | -4.8% | -11.3% | -3.5% | -1.2% | -16.0% | -16.4% | -9.4% | +18.7% | 32nd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IHIMedical Devices | Healthcare | ⇩Decel-4.2pp | $51.96 | -0.7% | -4.5% | +1.1% | +2.1% | -16.0% | -16.9% | -11.1% | -5.0% | 33rd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SLVSilver | Commodities | –Neutral | $54.95 | -9.5% | -9.3% | +1.9% | -20.9% | -16.4% | -35.0% | +105.0% | +131.5% | 34th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
REMMortgage REITs | Real Estate | ⇧Accel+4.0pp | $18.69 | -6.1% | -14.2% | -14.0% | -14.3% | -16.6% | -21.6% | -9.1% | +12.1% | 35th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| SPY Reference (Benchmark) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SPYS&P 500 Benchmark | — | — | -1.0% | -1.0% | +2.4% | +2.7% | +12.1% | +10.6% | +38.3% | +91.7% | — | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Factor ETF Rotation
Momentum, Quality, Value, Growth, Low-Vol, Dividend, Small Cap, Multi-Factor ETFs. Shows which factor regime the market is currently rewarding.
As of: 2026-09-28
Return:
>=+10%
+5-10%
0-5%
0 to -5%
-5-10%
<=-10%
up Accel = recent outpacing long-termdn Decel = recent trailing long-term
| ETF | Factor | Dir | Price | 1W ⇅ | 1M ⇅ | 3M ⇅ | 6M ⇅ | YTD ▼ | 1Y ⇅ | 3Y ⇅ | 5Y ⇅ | Rank | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLUEValue (iShares MSCI) | Value | ⇩Decel-6.5pp | $198.71 | -2.0% | -3.3% | +1.6% | +6.1% | +43.2% | +38.1% | +92.1% | +129.1% | 1st | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
MTUMMomentum (iShares MSCI) | Momentum | ⇩Decel-0.8pp | $315.59 | -0.7% | +3.5% | +0.4% | +4.0% | +25.0% | +22.3% | +62.5% | +124.5% | 2nd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SCHDDividend (Schwab) | Dividend | ⇩Decel-3.7pp | $33.01 | -2.2% | -5.9% | -1.3% | +0.6% | +19.0% | +13.7% | +24.0% | +48.5% | 3rd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IWDValue (iShares Russell) | Value | ⇩Decel-5.4pp | $250.05 | -1.3% | -3.6% | +0.1% | +5.8% | +17.8% | +14.1% | +36.6% | +70.1% | 4th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
PDPMomentum (Invesco DWA) | Momentum | ⇧Accel+2.0pp | $137.83 | -0.6% | +1.2% | -1.9% | -1.6% | +16.2% | +10.3% | +36.8% | +81.7% | 5th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SPYGGrowth (SPDR S&P) | Growth | ⇩Decel-4.3pp | $123.09 | -0.9% | +1.0% | +4.6% | +4.1% | +15.3% | +14.7% | +53.9% | +124.3% | 6th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SCHASmall Cap (Schwab) | Small Cap | ⇩Decel-0.8pp | $32.86 | -2.7% | -4.9% | -4.6% | -1.4% | +14.1% | +7.5% | +31.5% | +63.5% | 7th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
GMOMGlobal Momentum (Cambria) | Momentum | ⇩Decel-4.7pp | $38.22 | -1.3% | -1.4% | +4.0% | +2.7% | +13.5% | +8.2% | +37.8% | +46.0% | 8th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
VTVValue (Vanguard) | Value | ⇩Decel-3.7pp | $218.38 | -1.6% | -3.8% | -1.5% | +3.5% | +13.3% | +10.1% | +30.5% | +65.1% | 9th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IJRSmall Cap (iShares Core) | Small Cap | ⇩Decel-0.7pp | $137.37 | -1.7% | -5.5% | -5.8% | -0.0% | +13.2% | +6.4% | +21.4% | +49.8% | 10th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IWMSmall Cap Blend | Small Cap | ⇩Decel-0.7pp | $280.02 | -2.5% | -5.4% | -4.7% | -1.8% | +12.6% | +5.4% | +29.5% | +62.0% | 11th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
LRGFMulti-Factor (iShares) | Multi-Factor | ⇩Decel-4.5pp | $78.22 | -0.9% | -1.0% | +2.8% | +4.3% | +12.5% | +11.7% | +38.2% | +94.0% | 12th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
QUALQuality (iShares MSCI) | Quality | ⇩Decel-3.4pp | $222.87 | -0.1% | -0.3% | +2.5% | +4.0% | +12.1% | +9.8% | +27.6% | +84.0% | 13th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SPHQQuality (Invesco S&P) | Quality | –Neutral | $84.40 | -0.7% | -1.1% | -0.8% | -0.3% | +11.9% | +8.8% | +28.8% | +82.4% | 14th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
RPVPure Value (Invesco) | Value | ⇩Decel-4.0pp | $116.08 | -2.0% | -5.9% | -2.8% | +3.0% | +11.1% | +6.9% | +34.8% | +62.2% | 15th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SCHGGrowth (Schwab) | Growth | ⇩Decel-5.5pp | $35.95 | -1.0% | +0.3% | +5.6% | +4.6% | +10.6% | +10.8% | +42.4% | +122.0% | 16th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
GSLCMulti-Factor (Goldman) | Multi-Factor | ⇩Decel-3.9pp | $145.77 | -1.2% | -1.3% | +2.4% | +3.0% | +10.0% | +8.7% | +33.6% | +83.8% | 17th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
QMOMQuant Momentum (Alpha A) | Momentum | ⇧Accel+4.9pp | $72.91 | -0.2% | -0.7% | -4.8% | -5.9% | +9.7% | +3.1% | +20.2% | +64.9% | 18th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
JPUSMulti-Factor (JPMorgan) | Multi-Factor | ⇩Decel-1.4pp | $136.77 | -2.0% | -4.9% | -4.0% | -0.2% | +9.5% | +5.8% | +20.1% | +51.2% | 19th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
DGRWQuality + Dividend Growth | Quality | ⇩Decel-3.4pp | $97.95 | -1.0% | -2.1% | +1.9% | +1.7% | +9.2% | +7.5% | +22.1% | +62.5% | 20th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
VBRSmall Cap Value | Small Cap | ⇩Decel-1.6pp | $233.81 | -2.1% | -5.4% | -4.8% | +0.5% | +9.0% | +3.6% | +21.5% | +56.4% | 21st | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
VYMHigh Dividend (Vanguard) | Dividend | ⇩Decel-0.9pp | $156.75 | -1.7% | -4.9% | -3.7% | -1.2% | +8.3% | +5.3% | +28.1% | +57.7% | 22nd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
DVYDividend (iShares) | Dividend | ⇩Decel-0.9pp | $153.65 | -2.3% | -6.9% | -5.9% | -1.4% | +7.7% | +3.9% | +21.5% | +43.1% | 23rd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
EFAVMin Vol International | Low Volatility | ⇩Decel-2.6pp | $92.52 | -1.0% | -2.8% | +1.1% | +0.3% | +6.8% | +5.6% | +26.1% | +45.7% | 24th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SDYDividend (SPDR) | Dividend | –Neutral | $148.01 | -1.3% | -5.7% | -5.5% | -1.3% | +5.7% | +0.9% | +10.1% | +28.1% | 25th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
USMVMin Volatility (iShares) | Low Volatility | ⇩Decel-3.2pp | $97.88 | -1.2% | -3.9% | +0.3% | +1.0% | +5.0% | +3.9% | +10.2% | +38.9% | 26th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SPLVLow Volatility (Invesco) | Low Volatility | ⇧Accel+2.5pp | $71.12 | -1.5% | -5.5% | -7.9% | -4.0% | -0.1% | -2.9% | +2.6% | +18.5% | 27th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IWFGrowth (iShares Russell) | Growth | ⇩Decel-1.7pp | $125.20 | -1.2% | +1.4% | +3.5% | +0.2% | -73.5% | -73.4% | -65.5% | -48.2% | 28th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
HDVDividend (iShares Core) | Dividend | ⇩Decel-2.7pp | $28.31 | -0.9% | -4.8% | -1.5% | +1.3% | -76.8% | -77.7% | -74.8% | -70.1% | 29th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
VUGGrowth (Vanguard) | Growth | ⇩Decel-3.9pp | $90.04 | -1.2% | +1.3% | +5.1% | +2.9% | -81.5% | -81.5% | -75.9% | -63.4% | 30th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| SPY Reference (Benchmark) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SPYS&P 500 Benchmark | — | — | -1.0% | -1.0% | +2.4% | +2.7% | +12.1% | +10.6% | +38.3% | +91.7% | — | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Relative Rotation Graph
Relative Rotation Graph — 11 GICS Sectors vs SPY
X = RS-Ratio (relative trend vs SPY, above 100 = outperforming). Y = RS-Momentum (rate of change of trend, above 100 = accelerating). Sectors rotate clockwise: Leading → Weakening → Lagging → Improving.
As of: 2026-09-25 · 157 weeks of history · served from cache
Trail length:
Leading: outperforming + gaining
Weakening: outperforming + fading
Lagging: underperforming + falling
Improving: underperforming + recovering
Hover dots for detail. Rotation is clockwise.Current Positions — sorted by RS-Ratio
XLKleading105.7
XLVleading100.6
XLCimproving94.4
XLEweakening104.0
XLFlagging98.5
XLIlagging97.3
XLBlagging96.9
XLRElagging95.3
XLPlagging95.3
XLYlagging93.7
XLUlagging91.9
Advanced Sector Analysis
Sector Breadth — % Stocks Above Moving Average Profile
Each line shows what fraction of stocks in a sector are above their N-day moving average, from 5-day (short-term) to 200-day (long-term trend). A line that stays high across all periods = broad sustained strength. High short / low long = recent rally in downtrend. Dashed line = full market average.
As of: 9/28/2026
Key Levels — sorted by % above 50-day MA
| Sector | 5d | 20d | 50d | 100d | 200d | Trend Shape |
|---|---|---|---|---|---|---|
| Energy | 80.0% | 75.0% | 75.0% | 80.0% | 80.0% | — Broadly Strong |
| Healthcare | 31.2% | 50.0% | 62.5% | 65.6% | 65.6% | ↘ Fading |
| Communication Services | 20.0% | 60.0% | 60.0% | 60.0% | 60.0% | ↘ Fading |
| Technology | 17.9% | 46.4% | 50.0% | 50.0% | 50.0% | ↘ Fading |
| Financials | 5.9% | 44.1% | 50.0% | 58.8% | 58.8% | ↘ Fading |
| Materials | 37.5% | 37.5% | 25.0% | 25.0% | 25.0% | — Broadly Weak |
| Consumer Staples | 25.0% | 25.0% | 25.0% | 25.0% | 25.0% | — Broadly Weak |
| Utilities | 40.0% | 20.0% | 20.0% | 20.0% | 20.0% | ↗ Recovering |
| Industrials | 15.2% | 18.2% | 18.2% | 18.2% | 18.2% | — Broadly Weak |
| Real Estate | 8.3% | 16.7% | 16.7% | 16.7% | 16.7% | — Broadly Weak |
| Consumer Discretionary | 12.9% | 16.1% | 16.1% | 16.1% | 16.1% | — Broadly Weak |
| MARKET | 23.6% | 37.5% | 40.3% | 42.6% | 42.6% | — |
Sector Concentration & Score Dispersion
Concentration: What fraction of sector market cap sits in the top 5 stocks. Concentrated = ETF performance dominated by a few names. Dispersion: Spread of JCN composite scores within the sector — wide spread means high stock-picking opportunity; narrow spread means the sector call matters more.
As of: 9/28/2026
| Sector | Stocks | Top 5 Mkt Cap % | Concentration | Top 5 Holdings | Score Std Dev | Dispersion | Implication |
|---|---|---|---|---|---|---|---|
| Communication Services | 5 | 100.0% | Concentrated | MSGSSPHRCARGWLYGTM | 18.0 | High | Top 5 stocks > 50% of sector. Sector ETF ≈ the top names — stock selection within sector has limited diversification value. |
| Utilities | 5 | 100.0% | Concentrated | EXCEVRGTLNCWENHTO | 13.0 | Moderate | Top 5 stocks > 50% of sector. Sector ETF ≈ the top names — stock selection within sector has limited diversification value. |
| Materials | 8 | 98.2% | Concentrated | LINCTVAAMCRSOLSESI | 18.7 | High | Top 5 stocks > 50% of sector. Sector ETF ≈ the top names — stock selection within sector has limited diversification value. |
| Consumer Staples | 8 | 97.5% | Concentrated | CCEPKDPBJREYNCOCO | 15.7 | High | Top 5 stocks > 50% of sector. Sector ETF ≈ the top names — stock selection within sector has limited diversification value. |
| Real Estate | 12 | 93.8% | Concentrated | WELLCBREVICIDOCEPRT | 15.4 | High | Top 5 stocks > 50% of sector. Sector ETF ≈ the top names — stock selection within sector has limited diversification value. |
| Consumer Discretionary | 31 | 83.9% | Concentrated | HDPDDTPRSGIGME | 16.9 | High | Top 5 stocks > 50% of sector. Sector ETF ≈ the top names — stock selection within sector has limited diversification value. |
| Industrials | 33 | 78.6% | Concentrated | RTXUBERHWMTTOTIS | 16.3 | High | Top 5 stocks > 50% of sector. Sector ETF ≈ the top names — stock selection within sector has limited diversification value. |
| Energy | 20 | 75.1% | Concentrated | SLBBKREXEPRDTM | 18.2 | High | Top 5 stocks > 50% of sector. Sector ETF ≈ the top names — stock selection within sector has limited diversification value. |
| Financials | 34 | 67.8% | Concentrated | HOODMRSHTFCWTWFISV | 16.7 | High | Top 5 stocks > 50% of sector. Sector ETF ≈ the top names — stock selection within sector has limited diversification value. |
| Technology | 28 | 63.1% | Concentrated | DDOGCOHRZSQSITM | 15.4 | High | Top 5 stocks > 50% of sector. Sector ETF ≈ the top names — stock selection within sector has limited diversification value. |
| Healthcare | 32 | 58.7% | Concentrated | GEHCLHVTRSEHCELAN | 17.7 | High | Top 5 stocks > 50% of sector. Sector ETF ≈ the top names — stock selection within sector has limited diversification value. |
Concentration guide: Concentrated = top-5 > 50% | Moderate = 30–50% | Diversified = < 30%
Dispersion guide: High (std ≥ 15) = large score spread, pick best stocks | Low (< 10) = homogeneous, own sector ETF
Sector Risk & Risk-Adjusted Return Metrics (3-Year)
Volatility, downside protection, and alpha generation per sector using SPDR XL ETF weekly returns vs. SPY. SPY 3Y Vol reference: 14.5%.
As of: 9/28/2026 · 3-year lookback
Risk Grades:
BXLK, XLP
CXLC, XLI, XLE, XLF, XLU, XLV, XLRE, XLB
FXLY
SPY vol benchmark: 14.5% annualized| Sector ⇅ | ETF ⇅ | Grade ⇅ | Vol 1Y ⇅ | Vol 3Y ⇅ | Vol/SPY ⇅ | Ret 3Y ⇅ | Alpha vs SPY ⇅ | Info Ratio ▼ | Downside Cap ⇅ | Sharpe 3Y ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| Technology | XLK | B | 24.6% | 24.1% | 1.66x | 32.7% | +11.0% | 0.87 | 157.6% | 1.17 |
| Communication Services | XLC | C | 15.7% | 16.0% | 1.11x | 19.6% | -1.1% | -0.12 | 87.8% | 0.94 |
| Industrials | XLI | C | 14.3% | 15.8% | 1.09x | 18.8% | -1.8% | -0.19 | 81.9% | 0.90 |
| Energy | XLE | C | 23.5% | 23.0% | 1.59x | 13.4% | -5.0% | -0.20 | -21.8% | 0.39 |
| Financials | XLF | C | 13.6% | 16.2% | 1.12x | 17.6% | -2.7% | -0.24 | 75.4% | 0.81 |
| Utilities | XLU | C | 17.3% | 16.0% | 1.10x | 9.4% | -10.0% | -0.54 | 17.6% | 0.31 |
| Healthcare | XLV | C | 17.0% | 14.8% | 1.02x | 10.3% | -9.4% | -0.60 | 44.7% | 0.39 |
| Real Estate | XLRE | C | 16.1% | 16.9% | 1.17x | 7.1% | -11.9% | -0.76 | 59.3% | 0.15 |
| Materials | XLB | C | 17.4% | 16.7% | 1.16x | 8.5% | -10.7% | -0.79 | 68.2% | 0.24 |
| Consumer Staples | XLP | B | 12.7% | 11.0% | 0.76x | 6.8% | -13.1% | -0.86 | 19.0% | 0.21 |
| Consumer Discretionary | XLY | F | 19.4% | 19.7% | 1.36x | 9.4% | -9.3% | -0.88 | 134.6% | 0.25 |
Low Vol/SPY = less volatile than market — defensive qualityIR > 0.5 = strong consistent alpha per unit of active riskDownside Cap < 85% = significant downside protection vs SPYSharpe > 1.0 = excellent risk-adjusted absolute return