Sector Analysis
Aggregate sector intelligence — 1,484 stocks across 11 GICS sectors
Last computed: 10/10/2026, 10:01:18 PM · Updates every Friday at 5pm ET
Market Overview — Universe Statistics
1,484
Total Stocks
11
Sectors
49.8/100
Median Composite
50.0/100
Median Quality
49.9/100
Median Momentum
50.0/100
Median Growth
+4.0%
Median YTD%
6.5%>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: 2026-10-10 · served from cache
| Sector ⇅ | Stocks | Q4'24 | Q1'25 | Q2'25 | Q3'25 | Q4'25 | Q1'26 | Q2'26 | Q3'26 | Trend ⇅ | 8Q Delta ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|---|
▶Energy | 71 | 52.9 | 53.7 | 51.4 | 54.5 | 52.7 | 59.5 | 52.7 | 62.4 | ↑↑ +1.00/Q | +9.5 |
▶Technology | 208 | 54.2 | 52.3 | 53.0 | 53.3 | 52.7 | 54.2 | 53.0 | 54.4 | → +0.09/Q | +0.2 |
▶Communication Services | 49 | 52.0 | 52.6 | 52.1 | 58.0 | 52.7 | 52.0 | 55.2 | 54.3 | ↑ +0.28/Q | +2.3 |
▶Financials | 259 | 54.5 | 56.1 | 54.8 | 55.8 | 55.0 | 53.1 | 51.5 | 52.1 | ↓↓ -0.54/Q | -2.4 |
▶Healthcare | 170 | 45.3 | 46.9 | 48.0 | 48.0 | 50.8 | 49.4 | 48.4 | 50.6 | ↑↑ +0.61/Q | +5.3 |
▶Industrials | 267 | 51.7 | 50.9 | 51.4 | 50.5 | 51.2 | 54.0 | 51.1 | 48.3 | ↓ -0.17/Q | -3.4 |
▶Consumer Staples | 78 | 51.0 | 50.6 | 51.3 | 47.6 | 45.4 | 50.5 | 46.9 | 47.6 | ↓↓ -0.56/Q | -3.4 |
▶Consumer Discretionary | 191 | 52.3 | 49.2 | 49.5 | 50.7 | 49.9 | 49.4 | 49.8 | 46.5 | ↓ -0.46/Q | -5.8 |
▶Real Estate | 103 | 45.7 | 48.0 | 47.2 | 44.6 | 46.7 | 46.8 | 44.8 | 43.9 | ↓ -0.33/Q | -1.8 |
▶Materials | 83 | 47.9 | 47.5 | 43.9 | 41.7 | 43.0 | 46.0 | 45.3 | 43.7 | ↓ -0.39/Q | -4.2 |
▶Utilities | 59 | 39.5 | 42.5 | 42.9 | 37.9 | 41.8 | 43.7 | 41.0 | 41.9 | ↑ +0.19/Q | +2.4 |
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
1DIVERGE
5AVOID
1NEUTRAL
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 | 50.6 | ↑↑+0.61/Q | +2.2 | leading | 100.4 | medium | CONFIRM | Fundamentals improving (+0.61/Q) and price momentum is leading. Both signals aligned. High-conviction sector. |
| Energy | 62.4 | ↑↑+1.00/Q | +9.7 | leading | 104.1 | medium | CONFIRM | Fundamentals improving (+1.00/Q) and price momentum is leading. Both signals aligned. High-conviction sector. |
| Communication Services | 54.3 | ↑+0.28/Q | -0.9 | lagging | 94.3 | negative | EARLY | Fundamentals improving (+0.28/Q) but price is lagging. Fundamentals ahead of price — potential early entry if RRG turns. |
| Utilities | 41.9 | ↑+0.19/Q | +0.9 | lagging | 91.3 | negative | EARLY | Fundamentals improving (+0.19/Q) but price is lagging. Fundamentals ahead of price — potential early entry if RRG turns. |
| Consumer Staples | 47.6 | ↓↓-0.56/Q | +0.7 | improving | 94.8 | medium | DIVERGE | Fundamentals deteriorating (-0.56/Q) but price remains improving. Late-cycle divergence — price leadership may not be sustainable. |
| Technology | 54.4 | →+0.09/Q | +1.4 | leading | 106.3 | high | NEUTRAL | Fundamentals stable (+0.09/Q) with leading price momentum. No clear fundamental catalyst in either direction. |
| Consumer Discretionary | 46.5 | ↓-0.46/Q | -3.3 | lagging | 93.4 | negative | AVOID | Fundamentals deteriorating (-0.46/Q) and price is lagging. Both signals negative. No edge — avoid or underweight. |
| Financials | 52.1 | ↓↓-0.54/Q | +0.6 | lagging | 97.4 | negative | AVOID | Fundamentals deteriorating (-0.54/Q) and price is lagging. Both signals negative. No edge — avoid or underweight. |
| Industrials | 48.3 | ↓-0.17/Q | -2.8 | lagging | 96.4 | negative | AVOID | Fundamentals deteriorating (-0.17/Q) and price is lagging. Both signals negative. No edge — avoid or underweight. |
| Materials | 43.7 | ↓-0.39/Q | -1.6 | lagging | 95.8 | negative | AVOID | Fundamentals deteriorating (-0.39/Q) and price is lagging. Both signals negative. No edge — avoid or underweight. |
| Real Estate | 43.9 | ↓-0.33/Q | -0.9 | lagging | 94.1 | negative | AVOID | Fundamentals deteriorating (-0.33/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 | 67 | 61.8 | 60.9 | 62.9 | 68.1 | 58.4 | 52.0 | 60.0 | 82.1 | 65.1 | 56.8 |
| Communication Services | 41 | 54.7 | 55.4 | 50.6 | 53.5 | 51.3 | 61.4 | 48.8 | 53.6 | 55.5 | 53.0 |
| Technology | 207 | 54.4 | 52.8 | 49.5 | 54.1 | 56.7 | 59.6 | 57.5 | 51.3 | 36.7 | 61.7 |
| Financials | 246 | 51.6 | 54.4 | 54.4 | 53.2 | 52.8 | 45.4 | 48.6 | 63.5 | 60.9 | 48.2 |
| Healthcare | 166 | 50.6 | 48.8 | 49.2 | 52.5 | 48.4 | 51.9 | 49.3 | 59.5 | 46.7 | 55.3 |
| Industrials | 258 | 48.3 | 47.9 | 47.5 | 48.1 | 50.5 | 51.1 | 51.8 | 44.2 | 45.2 | 49.9 |
| Consumer Staples | 77 | 47.4 | 46.2 | 43.2 | 42.5 | 51.0 | 51.1 | 38.3 | 36.3 | 52.2 | 47.8 |
| Consumer Discretionary | 185 | 46.3 | 49.4 | 47.0 | 42.3 | 50.4 | 50.0 | 48.9 | 29.5 | 57.2 | 50.7 |
| Materials | 81 | 43.8 | 44.7 | 43.9 | 48.1 | 46.1 | 42.9 | 40.6 | 42.7 | 45.9 | 46.0 |
| Real Estate | 98 | 43.6 | 45.9 | 43.4 | 48.4 | 42.1 | 45.9 | 36.4 | 47.2 | 43.0 | 35.9 |
| Utilities | 58 | 42.2 | 46.8 | 47.7 | 41.3 | 35.0 | 37.3 | 50.2 | 43.2 | 49.0 | 24.3 |
| MARKET | 1484 | 49.8 | 50.2 | 49.2 | 50.2 | 49.9 | 50.0 | 50.0 | 49.9 | 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 | 67 | 44.02 | 54.69 | 61.79 | 68.57 | 73.92 | 60.05 | 16.71 |
| Communication Services | 41 | 38.54 | 50.64 | 54.73 | 58.44 | 67.06 | 52.98 | 15.76 |
| Technology | 207 | 40.69 | 50.33 | 54.44 | 58.27 | 67.97 | 53.19 | 15.94 |
| Financials | 246 | 39.01 | 48.09 | 51.65 | 57.06 | 66.74 | 52.79 | 16.47 |
| Healthcare | 166 | 38.58 | 46.52 | 50.59 | 54.13 | 65.12 | 50.83 | 16.99 |
| MARKET | 1482 | 34.90 | 45.29 | 49.81 | 54.17 | 65.02 | 49.96 | 16.65 |
| Industrials | 258 | 32.91 | 44.59 | 48.27 | 53.35 | 62.32 | 48.58 | 16.11 |
| Consumer Staples | 76 | 31.64 | 39.88 | 47.37 | 50.57 | 60.98 | 46.82 | 15.43 |
| Consumer Discretionary | 185 | 32.02 | 42.03 | 46.34 | 52.10 | 63.50 | 47.12 | 16.61 |
| Materials | 81 | 30.87 | 39.12 | 43.78 | 52.94 | 61.90 | 46.60 | 19.15 |
| Real Estate | 98 | 32.83 | 41.61 | 43.61 | 48.20 | 57.71 | 44.83 | 14.80 |
| Utilities | 57 | 30.12 | 37.36 | 42.17 | 44.29 | 53.95 | 42.69 | 12.85 |
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 | 67 | 82.1 | 82.1 | 0.010 | 76.5 | 89.6% | 70.1% | 37.3% | +33.2% | +51.5% |
| Financials | 246 | 63.5 | 53.0 | 0.000 | 58.7 | 56.1% | 52.0% | 22.4% | +1.6% | +7.3% |
| Healthcare | 166 | 59.5 | 69.6 | 0.000 | 37.6 | 68.1% | 66.3% | 39.8% | +10.1% | +21.9% |
| Communication Services | 41 | 53.6 | 43.9 | 0.000 | 46.4 | 46.3% | 43.9% | 24.4% | -5.0% | +4.5% |
| Technology | 207 | 51.3 | 67.1 | 0.010 | 52.5 | 69.6% | 60.4% | 26.1% | +27.3% | +33.6% |
| Real Estate | 98 | 47.2 | 46.4 | 0.000 | 34.7 | 57.1% | 26.5% | 9.2% | +2.6% | +2.8% |
| Industrials | 258 | 44.2 | 41.0 | 0.000 | 59.8 | 51.9% | 35.3% | 11.2% | +2.0% | +8.0% |
| Utilities | 58 | 43.2 | 30.4 | 0.000 | 55.2 | 41.4% | 20.7% | 15.5% | -1.2% | -3.1% |
| Materials | 81 | 42.7 | 52.5 | 0.010 | 43.1 | 54.3% | 42.0% | 13.6% | +4.0% | +13.0% |
| Consumer Staples | 77 | 36.3 | 39.3 | 0.010 | 32.3 | 51.9% | 40.3% | 16.9% | +2.5% | -0.4% |
| Consumer Discretionary | 185 | 29.5 | 31.8 | 0.010 | 33.1 | 35.1% | 32.4% | 11.4% | -6.8% | -2.5% |
| MARKET | 1484 | 49.9 | 49.9 | 0.000 | 50.0 | 56.4% | 46.0% | 20.4% | +4.0% | +8.7% |
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 ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Technology Hardware, Storage & Peripherals | Technology | 11 | 69.6 | 67.1 | 67.4 | 74.0 | 65.9 | 62.8 | 75.4 | 86.9 | 78.9 | 62.0 |
| Oil, Gas & Consumable Fuels | Energy | 49 | 66.8 | 71.0 | 69.2 | 71.3 | 62.7 | 63.8 | 61.2 | 86.8 | 77.5 | 58.8 |
| Consumer Finance | Financials | 14 | 64.1 | 76.2 | 67.9 | 68.0 | 62.0 | 76.0 | 65.5 | 52.2 | 84.7 | 44.3 |
| Diversified Consumer Services | Consumer Discretionary | 14 | 63.3 | 66.6 | 64.2 | 56.7 | 67.5 | 74.7 | 54.3 | 56.5 | 61.2 | 63.7 |
| Metals & Mining | Materials | 22 | 60.8 | 55.9 | 60.1 | 65.6 | 55.3 | 47.6 | 85.3 | 73.7 | 51.4 | 70.4 |
| Broadline Retail | Consumer Discretionary | 8 | 60.3 | 55.6 | 56.4 | 50.1 | 63.0 | 73.7 | 52.6 | 35.5 | 65.8 | 70.1 |
| Insurance | Financials | 55 | 59.6 | 58.5 | 62.5 | 54.8 | 61.2 | 49.6 | 55.6 | 71.1 | 77.4 | 64.0 |
| Interactive Media & Services | Communication Services | 11 | 58.6 | 63.6 | 50.6 | 55.9 | 68.8 | 79.9 | 70.0 | 49.1 | 55.1 | 74.9 |
| Software | Technology | 65 | 58.1 | 56.5 | 51.4 | 58.6 | 65.7 | 82.9 | 70.6 | 36.1 | 37.8 | 64.4 |
| Financial Services | Financials | 26 | 56.4 | 58.0 | 58.4 | 64.6 | 60.2 | 66.2 | 47.0 | 73.7 | 59.1 | 55.6 |
| Commercial Services & Supplies | Industrials | 27 | 55.6 | 57.7 | 54.3 | 52.7 | 59.9 | 68.8 | 61.5 | 60.1 | 56.3 | 57.1 |
| Entertainment | Communication Services | 11 | 55.3 | 46.3 | 49.4 | 53.5 | 46.1 | 44.1 | 76.5 | 73.2 | 29.2 | 50.5 |
| Passenger Airlines | Industrials | 8 | 55.2 | 50.7 | 54.5 | 43.1 | 50.0 | 49.1 | 76.1 | 23.2 | 62.2 | 36.3 |
| Communications Equipment | Technology | 14 | 54.7 | 60.2 | 50.0 | 69.1 | 57.6 | 71.8 | 42.9 | 72.6 | 37.7 | 65.3 |
| Construction & Engineering | Industrials | 22 | 54.5 | 42.7 | 56.4 | 49.1 | 40.5 | 51.9 | 75.8 | 50.8 | 42.7 | 56.8 |
| Containers & Packaging | Materials | 12 | 54.3 | 52.3 | 52.4 | 48.2 | 51.1 | 47.4 | 43.5 | 37.7 | 66.9 | 45.3 |
| Consumer Staples Distribution & Retail | Consumer Staples | 19 | 54.2 | 50.9 | 53.3 | 54.8 | 47.1 | 37.1 | 49.9 | 51.9 | 55.2 | 47.7 |
| Electrical Equipment | Industrials | 19 | 53.8 | 45.1 | 48.3 | 60.7 | 50.5 | 55.8 | 67.5 | 52.3 | 22.9 | 53.8 |
| Textiles, Apparel & Luxury Goods | Consumer Discretionary | 18 | 53.8 | 55.7 | 48.0 | 39.8 | 62.8 | 54.6 | 39.3 | 17.1 | 66.0 | 53.0 |
| Health Care Providers & Services | Healthcare | 39 | 53.5 | 56.5 | 57.5 | 52.0 | 47.2 | 40.0 | 54.0 | 63.4 | 63.9 | 52.4 |
| Biotechnology | Healthcare | 33 | 53.0 | 47.9 | 46.8 | 62.0 | 60.6 | 71.0 | 63.1 | 69.2 | 17.1 | 65.5 |
| Capital Markets | Financials | 51 | 52.4 | 50.7 | 46.1 | 53.1 | 57.3 | 64.4 | 58.3 | 46.4 | 29.0 | 72.6 |
| Pharmaceuticals | Healthcare | 23 | 52.3 | 58.3 | 57.8 | 64.6 | 58.9 | 59.1 | 37.3 | 59.0 | 76.6 | 59.8 |
| Electronic Equipment, Instruments & Components | Technology | 40 | 51.0 | 51.7 | 49.9 | 50.3 | 45.5 | 39.2 | 44.6 | 59.3 | 50.6 | 60.6 |
| Gas Utilities | Utilities | 10 | 50.7 | 55.6 | 58.8 | 55.1 | 50.1 | 53.9 | 46.0 | 51.2 | 63.8 | 33.4 |
| Health Care Technology | Healthcare | 8 | 50.7 | 45.5 | 46.0 | 32.2 | 64.9 | 54.0 | 45.0 | 15.4 | 46.7 | 77.0 |
| Beverages | Consumer Staples | 13 | 50.6 | 43.9 | 38.1 | 45.0 | 60.6 | 75.0 | 42.4 | 17.2 | 31.7 | 69.4 |
| Semiconductors & Semiconductor Equipment | Technology | 56 | 50.3 | 41.2 | 40.4 | 47.8 | 50.2 | 52.0 | 50.8 | 51.1 | 20.7 | 67.1 |
| Trading Companies & Distributors | Industrials | 16 | 49.9 | 53.4 | 55.9 | 48.5 | 46.8 | 48.3 | 46.6 | 77.8 | 54.8 | 44.8 |
| IT Services | Technology | 20 | 49.7 | 57.4 | 49.7 | 42.5 | 54.0 | 54.7 | 52.6 | 21.7 | 68.3 | 48.3 |
| Professional Services | Industrials | 28 | 49.5 | 51.2 | 53.3 | 42.5 | 54.0 | 52.6 | 40.7 | 17.8 | 65.2 | 52.3 |
| Automobile Components | Consumer Discretionary | 17 | 48.8 | 47.7 | 52.2 | 26.8 | 45.4 | 34.7 | 40.8 | 28.5 | 71.7 | 43.1 |
| Household Products | Consumer Staples | 10 | 48.7 | 51.4 | 35.0 | 54.7 | 62.3 | 72.3 | 25.2 | 36.0 | 29.4 | 59.8 |
| Banks | Financials | 91 | 48.1 | 50.7 | 52.3 | 50.9 | 39.6 | 31.0 | 31.5 | 69.8 | 62.8 | 37.1 |
| Independent Power and Renewable Electricity Producers | Utilities | 5 | 47.8 | 50.5 | 58.2 | 35.1 | 33.2 | 39.0 | 85.8 | 30.4 | 25.8 | 21.1 |
| Energy Equipment & Services | Energy | 18 | 47.7 | 45.6 | 50.3 | 49.1 | 39.8 | 29.0 | 56.9 | 76.6 | 36.4 | 50.7 |
| Machinery | Industrials | 59 | 47.6 | 46.8 | 42.6 | 54.4 | 54.4 | 52.3 | 42.2 | 48.3 | 37.9 | 54.9 |
| Media | Communication Services | 13 | 46.9 | 58.1 | 56.0 | 46.9 | 53.8 | 59.7 | 45.9 | 56.2 | 82.3 | 43.5 |
| Health Care Equipment & Supplies | Healthcare | 46 | 46.8 | 43.0 | 42.1 | 45.2 | 48.3 | 50.6 | 45.8 | 34.6 | 37.7 | 49.9 |
| Personal Care Products | Consumer Staples | 6 | 46.8 | 47.1 | 42.7 | 53.2 | 54.1 | 69.0 | 47.4 | 50.7 | 43.7 | 62.0 |
| Building Products | Industrials | 23 | 46.3 | 48.8 | 39.9 | 45.3 | 54.3 | 58.6 | 36.8 | 24.6 | 44.5 | 38.8 |
| Hotels, Restaurants & Leisure | Consumer Discretionary | 47 | 46.3 | 52.1 | 50.8 | 51.7 | 50.5 | 70.6 | 70.2 | 37.4 | 43.1 | 41.7 |
| Leisure Products | Consumer Discretionary | 8 | 46.3 | 51.7 | 45.5 | 34.8 | 47.2 | 55.3 | 55.4 | 23.5 | 44.7 | 27.5 |
| Ground Transportation | Industrials | 18 | 46.2 | 45.1 | 45.9 | 43.1 | 48.1 | 31.8 | 42.5 | 44.3 | 48.0 | 42.1 |
| Air Freight & Logistics | Industrials | 7 | 45.9 | 44.1 | 42.4 | 40.6 | 45.2 | 52.1 | 12.6 | 29.1 | 61.3 | 51.7 |
| Specialized REITs | Real Estate | 19 | 44.9 | 52.9 | 45.3 | 53.5 | 47.3 | 69.0 | 36.3 | 39.5 | 46.6 | 33.6 |
| Real Estate Management & Development | Real Estate | 6 | 44.6 | 31.8 | 49.5 | 31.0 | 44.3 | 25.5 | 74.1 | 42.0 | 47.1 | 74.2 |
| Mortgage Real Estate Investment Trusts (REITs) | Financials | 8 | 44.2 | 49.8 | 56.6 | 40.2 | 37.7 | 33.4 | 58.4 | 16.4 | 59.4 | 4.5 |
| Diversified REITs | Real Estate | 42 | 43.8 | 44.8 | 45.0 | 47.7 | 39.6 | 36.8 | 46.0 | 53.6 | 47.4 | 39.1 |
| Retail REITs | Real Estate | 18 | 42.5 | 46.0 | 42.2 | 54.7 | 45.2 | 54.5 | 39.2 | 54.7 | 39.3 | 35.6 |
| Water Utilities | Utilities | 5 | 42.2 | 32.6 | 46.4 | 36.9 | 31.3 | 31.9 | 73.5 | 44.9 | 34.9 | 32.1 |
| Specialty Retail | Consumer Discretionary | 41 | 42.0 | 45.0 | 43.2 | 38.6 | 49.1 | 51.2 | 51.1 | 27.3 | 49.0 | 56.1 |
| Life Sciences Tools & Services | Healthcare | 17 | 41.9 | 47.2 | 47.5 | 60.9 | 38.8 | 43.2 | 43.0 | 74.1 | 33.5 | 37.0 |
| Aerospace & Defense | Industrials | 23 | 41.8 | 33.1 | 45.5 | 32.1 | 37.3 | 24.9 | 75.0 | 30.6 | 27.9 | 46.9 |
| Industrial Conglomerates | Industrials | 5 | 41.0 | 43.9 | 28.3 | 56.4 | 39.0 | 46.8 | 13.3 | 33.1 | 34.3 | 24.5 |
| Chemicals | Materials | 39 | 40.9 | 39.9 | 40.9 | 41.6 | 41.2 | 32.2 | 33.9 | 41.6 | 41.6 | 39.2 |
| Household Durables | Consumer Discretionary | 22 | 40.4 | 44.6 | 42.5 | 32.6 | 50.1 | 33.3 | 26.6 | 35.9 | 53.0 | 68.0 |
| Food Products | Consumer Staples | 25 | 38.8 | 42.5 | 41.8 | 27.6 | 40.4 | 34.9 | 36.2 | 23.7 | 68.0 | 38.2 |
| Electric Utilities | Utilities | 23 | 38.4 | 41.2 | 43.8 | 38.1 | 34.0 | 31.5 | 53.2 | 39.1 | 50.2 | 21.4 |
| Construction Materials | Materials | 5 | 37.0 | 47.5 | 36.7 | 46.5 | 48.5 | 63.4 | 53.3 | 26.8 | 26.8 | 29.4 |
| Residential REITs | Real Estate | 11 | 35.9 | 42.8 | 33.9 | 40.7 | 38.7 | 50.9 | 30.7 | 28.9 | 30.3 | 26.1 |
| Multi-Utilities | Utilities | 14 | 33.8 | 40.7 | 43.1 | 42.8 | 26.8 | 39.2 | 42.1 | 41.9 | 43.1 | 10.0 |
| Automobiles | Consumer Discretionary | 6 | 29.3 | 40.6 | 39.3 | 19.4 | 31.4 | 11.5 | 10.0 | 26.9 | 78.3 | 35.6 |
Industry Quintile Distribution
Full quintile breakdown per industry group. Q1=bottom 20%, Q5=top 80%. Industries with ≥10 stocks shown.
Metric:50 industries
| Industry ⇅ | Sector ⇅ | Count ⇅ | Q1 (20th) ⇅ | Q2 (40th) ⇅ | Median ▼ | Q4 (60th) ⇅ | Q5 (80th) ⇅ | Mean ⇅ | Std Dev ⇅ |
|---|---|---|---|---|---|---|---|---|---|
| Technology Hardware, Storage & Peripherals | Technology | 11 | 59.53 | 67.98 | 69.56 | 71.30 | 73.43 | 68.61 | 8.89 |
| Oil, Gas & Consumable Fuels | Energy | 49 | 47.66 | 61.41 | 66.84 | 70.77 | 76.11 | 63.27 | 16.28 |
| Consumer Finance | Financials | 14 | 48.01 | 56.50 | 64.08 | 71.89 | 76.16 | 61.72 | 18.26 |
| Diversified Consumer Services | Consumer Discretionary | 14 | 44.00 | 54.29 | 63.32 | 68.13 | 70.68 | 57.63 | 16.77 |
| Metals & Mining | Materials | 22 | 41.55 | 57.51 | 60.85 | 68.03 | 76.50 | 59.04 | 20.94 |
| Insurance | Financials | 55 | 46.34 | 52.26 | 59.57 | 62.04 | 73.32 | 58.86 | 16.26 |
| Interactive Media & Services | Communication Services | 11 | 54.73 | 58.44 | 58.55 | 62.33 | 67.94 | 60.26 | 13.89 |
| Software | Technology | 65 | 44.29 | 55.08 | 58.13 | 60.84 | 69.24 | 56.10 | 15.49 |
| Financial Services | Financials | 26 | 42.57 | 51.36 | 56.37 | 62.36 | 68.37 | 55.31 | 18.22 |
| Commercial Services & Supplies | Industrials | 27 | 43.18 | 49.92 | 55.60 | 60.27 | 74.05 | 57.19 | 16.65 |
| Entertainment | Communication Services | 11 | 38.11 | 53.23 | 55.28 | 55.66 | 67.06 | 53.74 | 15.06 |
| Communications Equipment | Technology | 14 | 43.14 | 50.96 | 54.67 | 57.32 | 72.66 | 56.29 | 14.55 |
| Construction & Engineering | Industrials | 22 | 33.01 | 45.06 | 54.52 | 61.67 | 71.83 | 52.50 | 20.75 |
| Containers & Packaging | Materials | 12 | 27.20 | 47.78 | 54.32 | 56.46 | 60.77 | 45.25 | 18.49 |
| Consumer Staples Distribution & Retail | Consumer Staples | 19 | 37.97 | 48.78 | 54.25 | 57.77 | 62.29 | 51.84 | 15.17 |
| Electrical Equipment | Industrials | 19 | 39.02 | 49.52 | 53.82 | 54.53 | 66.30 | 52.16 | 15.48 |
| Textiles, Apparel & Luxury Goods | Consumer Discretionary | 18 | 18.96 | 44.62 | 53.76 | 58.10 | 66.88 | 47.35 | 21.87 |
| Health Care Providers & Services | Healthcare | 39 | 41.72 | 48.88 | 53.50 | 57.63 | 67.67 | 53.58 | 14.86 |
| Biotechnology | Healthcare | 33 | 42.52 | 50.07 | 53.04 | 61.54 | 72.62 | 54.60 | 19.76 |
| Capital Markets | Financials | 51 | 38.77 | 48.38 | 52.43 | 58.11 | 65.24 | 52.71 | 16.73 |
| Pharmaceuticals | Healthcare | 23 | 39.12 | 51.31 | 52.28 | 54.68 | 75.06 | 55.19 | 17.89 |
| Electronic Equipment, Instruments & Components | Technology | 40 | 39.63 | 46.75 | 50.98 | 54.32 | 63.98 | 50.82 | 12.71 |
| Gas Utilities | Utilities | 10 | 44.08 | 47.41 | 50.66 | 53.88 | 56.03 | 52.02 | 9.55 |
| Beverages | Consumer Staples | 13 | 36.05 | 39.69 | 50.57 | 51.43 | 65.14 | 48.13 | 15.16 |
| Semiconductors & Semiconductor Equipment | Technology | 56 | 31.38 | 45.65 | 50.34 | 54.14 | 64.11 | 48.65 | 17.80 |
| Trading Companies & Distributors | Industrials | 16 | 35.85 | 48.58 | 49.89 | 53.78 | 68.38 | 52.06 | 15.16 |
| IT Services | Technology | 20 | 39.89 | 45.15 | 49.69 | 52.89 | 63.84 | 50.65 | 16.00 |
| Professional Services | Industrials | 28 | 32.10 | 45.19 | 49.47 | 54.13 | 60.61 | 46.88 | 15.00 |
| Automobile Components | Consumer Discretionary | 17 | 30.04 | 38.29 | 48.81 | 50.56 | 53.27 | 41.55 | 16.76 |
| Household Products | Consumer Staples | 10 | 41.59 | 47.58 | 48.72 | 49.69 | 54.64 | 46.09 | 13.80 |
| Banks | Financials | 91 | 34.90 | 44.78 | 48.09 | 50.86 | 60.65 | 48.37 | 13.58 |
| Energy Equipment & Services | Energy | 18 | 38.70 | 44.18 | 47.68 | 53.37 | 68.10 | 51.26 | 14.95 |
| Machinery | Industrials | 59 | 35.25 | 45.77 | 47.64 | 51.86 | 61.42 | 48.17 | 14.61 |
| Media | Communication Services | 13 | 40.27 | 44.46 | 46.87 | 59.52 | 69.41 | 51.62 | 17.67 |
| Health Care Equipment & Supplies | Healthcare | 46 | 30.44 | 40.94 | 46.81 | 49.50 | 60.98 | 45.50 | 17.17 |
| Building Products | Industrials | 23 | 28.33 | 41.94 | 46.30 | 50.24 | 55.83 | 43.73 | 16.54 |
| Hotels, Restaurants & Leisure | Consumer Discretionary | 47 | 39.94 | 45.15 | 46.30 | 51.72 | 60.70 | 50.32 | 14.07 |
| Ground Transportation | Industrials | 18 | 31.60 | 44.40 | 46.25 | 48.30 | 54.76 | 44.71 | 13.51 |
| Specialized REITs | Real Estate | 19 | 39.86 | 43.91 | 44.94 | 47.54 | 53.65 | 45.71 | 10.26 |
| Diversified REITs | Real Estate | 42 | 29.05 | 42.26 | 43.84 | 51.11 | 59.21 | 45.82 | 16.33 |
| Retail REITs | Real Estate | 18 | 36.99 | 40.97 | 42.49 | 48.03 | 53.01 | 45.45 | 11.39 |
| Specialty Retail | Consumer Discretionary | 41 | 36.86 | 41.07 | 42.03 | 47.82 | 62.02 | 47.07 | 14.51 |
| Life Sciences Tools & Services | Healthcare | 17 | 39.56 | 41.40 | 41.94 | 44.50 | 56.93 | 47.48 | 10.48 |
| Aerospace & Defense | Industrials | 23 | 28.93 | 39.75 | 41.79 | 43.68 | 55.21 | 43.38 | 14.50 |
| Chemicals | Materials | 39 | 28.56 | 36.68 | 40.94 | 42.98 | 53.91 | 41.69 | 16.15 |
| Household Durables | Consumer Discretionary | 22 | 29.41 | 36.05 | 40.42 | 50.47 | 56.62 | 43.53 | 16.88 |
| Food Products | Consumer Staples | 25 | 28.91 | 32.82 | 38.83 | 41.16 | 55.86 | 41.56 | 15.40 |
| Electric Utilities | Utilities | 23 | 30.64 | 36.98 | 38.44 | 42.09 | 50.44 | 40.02 | 10.11 |
| Residential REITs | Real Estate | 11 | 24.76 | 32.78 | 35.87 | 41.31 | 44.17 | 38.09 | 15.87 |
| Multi-Utilities | Utilities | 14 | 28.04 | 30.59 | 33.80 | 35.40 | 47.37 | 39.09 | 15.05 |
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% ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Technology Hardware, Storage & Peripherals | Technology | 11 | 86.9 | 91.5 | 0.090 | 90.9 | 90.9% | 81.8% | 45.5% | +122.7% | +108.1% |
| Oil, Gas & Consumable Fuels | Energy | 49 | 86.8 | 77.2 | 0.010 | 80.1 | 85.7% | 71.4% | 49.0% | +29.9% | +43.4% |
| Trading Companies & Distributors | Industrials | 16 | 77.8 | 53.0 | 0.000 | 80.4 | 62.5% | 56.2% | 31.2% | +20.8% | +11.5% |
| Energy Equipment & Services | Energy | 18 | 76.6 | 90.1 | 0.010 | 57.8 | 100.0% | 66.7% | 5.6% | +34.0% | +61.0% |
| Life Sciences Tools & Services | Healthcare | 17 | 74.1 | 77.3 | 0.010 | 25.3 | 100.0% | 100.0% | 70.6% | +19.9% | +25.5% |
| Metals & Mining | Materials | 22 | 73.7 | 80.5 | 0.020 | 82.5 | 59.1% | 50.0% | 13.6% | +5.4% | +30.1% |
| Financial Services | Financials | 26 | 73.7 | 55.5 | 0.000 | 58.9 | 53.8% | 57.7% | 30.8% | +3.6% | +5.6% |
| Entertainment | Communication Services | 11 | 73.2 | 59.6 | 0.010 | 59.0 | 54.5% | 54.5% | 54.5% | +8.6% | +11.4% |
| Communications Equipment | Technology | 14 | 72.6 | 80.8 | 0.040 | 79.6 | 92.9% | 85.7% | 28.6% | +59.0% | +51.5% |
| Insurance | Financials | 55 | 71.1 | 54.4 | 0.010 | 68.0 | 58.2% | 50.9% | 34.5% | +1.8% | +4.0% |
| Banks | Financials | 91 | 69.8 | 58.9 | 0.000 | 56.9 | 70.3% | 61.5% | 25.3% | +6.4% | +16.1% |
| Biotechnology | Healthcare | 33 | 69.2 | 78.0 | 0.000 | 62.5 | 72.7% | 63.6% | 36.4% | +12.6% | +32.6% |
| Health Care Providers & Services | Healthcare | 39 | 63.4 | 69.9 | 0.000 | 45.9 | 74.4% | 79.5% | 48.7% | +14.0% | +16.3% |
| Commercial Services & Supplies | Industrials | 27 | 60.1 | 47.5 | 0.000 | 63.9 | 59.3% | 59.3% | 29.6% | +8.5% | +9.7% |
| Electronic Equipment, Instruments & Components | Technology | 40 | 59.3 | 70.2 | 0.010 | 68.7 | 72.5% | 57.5% | 22.5% | +42.8% | +52.1% |
| Pharmaceuticals | Healthcare | 23 | 59.0 | 64.4 | 0.000 | 53.3 | 73.9% | 60.9% | 47.8% | +8.4% | +22.3% |
| Diversified Consumer Services | Consumer Discretionary | 14 | 56.5 | 37.1 | 0.000 | 77.6 | 57.1% | 50.0% | 28.6% | +4.1% | -8.4% |
| Media | Communication Services | 13 | 56.2 | 44.7 | 0.010 | 42.3 | 38.5% | 46.2% | 7.7% | -6.0% | +9.0% |
| Retail REITs | Real Estate | 18 | 54.7 | 51.7 | 0.000 | 53.7 | 72.2% | 5.6% | 0.0% | +3.5% | +5.8% |
| Diversified REITs | Real Estate | 42 | 53.6 | 55.2 | 0.000 | 34.9 | 66.7% | 38.1% | 16.7% | +6.3% | +12.7% |
| Electrical Equipment | Industrials | 19 | 52.4 | 44.0 | 0.010 | 82.8 | 78.9% | 57.9% | 15.8% | +19.1% | +32.3% |
| Consumer Finance | Financials | 14 | 52.2 | 65.8 | 0.000 | 56.2 | 57.1% | 42.9% | 7.1% | +6.9% | +7.1% |
| Consumer Staples Distribution & Retail | Consumer Staples | 19 | 51.9 | 58.3 | 0.000 | 75.0 | 68.4% | 57.9% | 15.8% | +8.8% | +9.6% |
| Gas Utilities | Utilities | 10 | 51.2 | 35.0 | 0.000 | 62.1 | 40.0% | 10.0% | 10.0% | -2.8% | -1.6% |
| Semiconductors & Semiconductor Equipment | Technology | 56 | 51.1 | 80.0 | 0.040 | 61.7 | 89.3% | 58.9% | 12.5% | +58.6% | +81.3% |
| Construction & Engineering | Industrials | 22 | 50.8 | 44.7 | 0.010 | 90.1 | 59.1% | 31.8% | 4.5% | +8.6% | +16.8% |
| Personal Care Products | Consumer Staples | 6 | 50.7 | 53.0 | 0.000 | 11.9 | 66.7% | 83.3% | 16.7% | +16.8% | +10.0% |
| Interactive Media & Services | Communication Services | 11 | 49.1 | 49.8 | 0.000 | 37.2 | 54.5% | 45.5% | 27.3% | +10.3% | +2.0% |
| Machinery | Industrials | 59 | 48.3 | 41.0 | 0.000 | 64.8 | 54.2% | 33.9% | 8.5% | +1.9% | +9.2% |
| Capital Markets | Financials | 51 | 46.4 | 38.8 | 0.000 | 57.0 | 39.2% | 45.1% | 7.8% | -3.1% | -1.2% |
| Water Utilities | Utilities | 5 | 44.9 | 52.0 | 0.000 | 21.1 | 80.0% | 40.0% | 20.0% | +6.3% | -3.4% |
| Ground Transportation | Industrials | 18 | 44.4 | 69.3 | 0.010 | 42.0 | 77.8% | 44.4% | 5.6% | +15.9% | +34.7% |
| Real Estate Management & Development | Real Estate | 6 | 42.0 | 45.1 | 0.010 | 24.5 | 16.7% | 0.0% | 0.0% | -22.1% | -16.7% |
| Multi-Utilities | Utilities | 14 | 41.9 | 24.4 | 0.000 | 53.2 | 42.9% | 28.6% | 28.6% | -1.4% | -2.1% |
| Chemicals | Materials | 39 | 41.6 | 53.4 | 0.000 | 25.3 | 64.1% | 46.2% | 17.9% | +11.1% | +13.0% |
| Specialized REITs | Real Estate | 19 | 39.5 | 35.3 | 0.000 | 30.5 | 57.9% | 31.6% | 10.5% | +2.8% | -3.0% |
| Electric Utilities | Utilities | 23 | 39.1 | 27.2 | 0.000 | 57.5 | 34.8% | 17.4% | 13.0% | -1.2% | -6.5% |
| Containers & Packaging | Materials | 12 | 37.8 | 38.6 | 0.000 | 26.6 | 50.0% | 41.7% | 8.3% | +1.1% | +6.6% |
| Hotels, Restaurants & Leisure | Consumer Discretionary | 47 | 37.4 | 39.8 | 0.010 | 36.0 | 36.2% | 31.9% | 8.5% | -5.8% | -4.4% |
| Software | Technology | 65 | 36.1 | 56.4 | 0.000 | 27.1 | 49.2% | 58.5% | 35.4% | -0.5% | -4.1% |
| Household Products | Consumer Staples | 10 | 36.0 | 35.5 | 0.000 | 27.9 | 70.0% | 50.0% | 20.0% | +6.8% | +3.8% |
| Household Durables | Consumer Discretionary | 22 | 35.9 | 40.5 | 0.010 | 55.7 | 22.7% | 22.7% | 4.5% | -6.0% | -2.6% |
| Broadline Retail | Consumer Discretionary | 8 | 35.5 | 53.5 | 0.010 | 20.1 | 37.5% | 62.5% | 25.0% | -2.3% | +16.4% |
| Health Care Equipment & Supplies | Healthcare | 46 | 34.6 | 49.0 | 0.000 | 17.9 | 47.8% | 50.0% | 21.7% | -0.6% | +6.9% |
| Industrial Conglomerates | Industrials | 5 | 33.1 | 40.2 | 0.000 | 52.0 | 20.0% | 0.0% | 0.0% | -2.5% | +5.8% |
| Aerospace & Defense | Industrials | 23 | 30.6 | 24.6 | 0.010 | 69.0 | 30.4% | 4.3% | 4.3% | -16.4% | -9.0% |
| Independent Power and Renewable Electricity Producers | Utilities | 5 | 30.4 | 26.6 | 0.000 | 53.8 | 40.0% | 20.0% | 0.0% | -2.3% | -1.9% |
| Air Freight & Logistics | Industrials | 7 | 29.1 | 43.6 | 0.000 | 58.1 | 28.6% | 28.6% | 14.3% | -6.4% | +17.7% |
| Residential REITs | Real Estate | 11 | 28.9 | 33.4 | 0.000 | 16.8 | 18.2% | 18.2% | 0.0% | -6.7% | -4.3% |
| Automobile Components | Consumer Discretionary | 17 | 28.5 | 29.6 | 0.010 | 17.2 | 17.6% | 17.6% | 0.0% | -10.6% | -6.8% |
| Specialty Retail | Consumer Discretionary | 41 | 27.3 | 18.0 | 0.000 | 42.8 | 41.5% | 39.0% | 17.1% | -8.0% | -2.5% |
| Automobiles | Consumer Discretionary | 6 | 26.9 | 30.9 | 0.000 | 30.8 | 33.3% | 33.3% | 33.3% | -10.7% | -1.7% |
| Construction Materials | Materials | 5 | 26.8 | 11.5 | 0.000 | 67.3 | 0.0% | 0.0% | 0.0% | -22.1% | -24.3% |
| Building Products | Industrials | 23 | 24.6 | 23.6 | 0.010 | 46.5 | 47.8% | 21.7% | 8.7% | -0.6% | -11.0% |
| Food Products | Consumer Staples | 25 | 23.7 | 23.7 | 0.010 | 27.0 | 32.0% | 16.0% | 8.0% | -10.8% | -14.6% |
| Leisure Products | Consumer Discretionary | 8 | 23.5 | 29.7 | 0.000 | 20.5 | 12.5% | 12.5% | 0.0% | -16.5% | -0.3% |
| Passenger Airlines | Industrials | 8 | 23.2 | 28.8 | 0.000 | 37.3 | 25.0% | 12.5% | 0.0% | -9.0% | +11.0% |
| IT Services | Technology | 20 | 21.7 | 30.7 | 0.000 | 35.3 | 50.0% | 50.0% | 30.0% | -4.2% | -6.7% |
| Professional Services | Industrials | 28 | 17.8 | 25.3 | 0.010 | 22.4 | 32.1% | 32.1% | 3.6% | -13.2% | -15.7% |
| Beverages | Consumer Staples | 13 | 17.1 | 16.7 | 0.010 | 24.6 | 46.2% | 30.8% | 23.1% | -3.6% | -12.0% |
| Textiles, Apparel & Luxury Goods | Consumer Discretionary | 18 | 17.1 | 23.8 | 0.010 | 27.2 | 38.9% | 22.2% | 0.0% | -6.3% | +5.3% |
| Mortgage Real Estate Investment Trusts (REITs) | Financials | 8 | 16.4 | 20.0 | 0.010 | 32.4 | 0.0% | 0.0% | 0.0% | -27.9% | -21.2% |
| Health Care Technology | Healthcare | 8 | 15.4 | 40.6 | 0.000 | 10.3 | 50.0% | 50.0% | 25.0% | -5.2% | -2.5% |
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: 2026-10-09
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-9.6pp | $65.08 | +3.6% | -1.3% | +10.7% | +10.8% | +42.6% | +27.5% | +57.9% | +65.3% | 1st | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLKTechnology | ⇩Decel-0.9pp | $198.78 | -0.5% | +4.8% | +5.8% | +0.3% | +37.8% | +33.2% | +82.1% | +168.8% | 2nd | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLVHealthcare | ⇩Decel-6.1pp | $170.81 | +1.4% | +1.2% | +3.1% | +11.6% | +9.8% | +8.0% | +12.2% | +32.4% | 3rd | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLPConsumer Staples | ⇧Accel+2.3pp | $83.43 | +3.5% | -1.2% | -2.3% | -0.0% | +7.4% | -0.1% | +3.4% | +16.3% | 4th | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLBMaterials | ⇧Accel+4.7pp | $49.43 | +1.2% | -2.6% | -6.5% | -4.3% | +7.2% | -1.2% | +9.8% | +28.5% | 5th | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLIIndustrials | ⇧Accel+6.2pp | $169.25 | -0.4% | -0.4% | -9.2% | -3.9% | +7.1% | +2.0% | +32.5% | +75.0% | 6th | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLREReal Estate | ⇧Accel+6.5pp | $41.61 | +1.7% | -3.5% | -7.9% | -6.9% | +3.0% | +0.4% | -3.1% | +21.4% | 7th | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLFFinancials | –Neutral | $54.73 | +2.3% | -4.0% | -5.6% | +4.7% | -0.4% | +2.2% | +24.4% | +72.3% | 8th | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLUUtilities | ⇧Accel+8.1pp | $41.41 | +4.0% | -1.0% | -6.7% | -6.6% | -4.1% | -4.7% | +10.1% | +28.9% | 9th | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLYConsumer Discretionary | ⇧Accel+6.5pp | $112.85 | +2.5% | +0.0% | -5.8% | -4.5% | -4.7% | -8.0% | +18.7% | +56.1% | 10th | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XLCCommunication Services | ⇧Accel+0.7pp | $110.38 | -0.5% | -4.1% | -1.5% | -4.5% | -5.6% | -8.1% | +29.3% | +89.8% | 11th | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Benchmarks | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SPYS&P 500 | — | $778.57 | +1.2% | +2.1% | +0.7% | +2.5% | +14.0% | +11.9% | +41.1% | +94.0% | — | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
QQQNasdaq 100 | — | $751.27 | +0.2% | +4.1% | +3.8% | +0.7% | +22.5% | +18.6% | +59.3% | +136.7% | — | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IWMRussell 2000 | — | $278.94 | -0.9% | -3.1% | -7.5% | -4.5% | +12.1% | +5.4% | +30.9% | +62.6% | — | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Industry ETF Deep Dive
Sub-sector ETFs grouped by parent GICS sector. Shows which industries within each sector are leading or lagging.
As of: 2026-10-09
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 | ⇧Accel+3.0pp | $559.40 | -5.0% | +4.9% | +3.0% | -9.1% | +78.3% | +54.9% | +153.8% | +312.7% | 1st | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
HACKCybersecurity (Alt) | Technology | ⇩Decel-11.4pp | $130.76 | +6.2% | +8.4% | +13.3% | +24.1% | +64.9% | +61.5% | +97.5% | +180.9% | 2nd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SMHSemiconductors (VanEck) | Technology | ⇧Accel+1.4pp | $603.33 | -4.3% | +5.3% | +3.5% | -5.4% | +61.6% | +44.5% | +156.6% | +394.7% | 3rd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
CIBRCybersecurity | Technology | ⇩Decel-7.8pp | $110.00 | +5.1% | +8.2% | +12.3% | +16.6% | +55.6% | +52.6% | +90.8% | +170.0% | 4th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XOPE&P | Energy | ⇩Decel-11.2pp | $191.52 | +3.6% | -4.1% | +9.9% | +11.9% | +48.5% | +36.6% | +54.8% | +58.7% | 5th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
PDBCCommodities (Active) | Commodities | ⇩Decel-12.3pp | $19.66 | +0.5% | -2.2% | +14.0% | +8.9% | +48.0% | +30.9% | +63.6% | +54.8% | 6th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
DBCBroad Commodities | Commodities | ⇩Decel-12.2pp | $32.96 | +0.6% | -2.1% | +14.0% | +8.8% | +47.2% | +30.3% | +65.7% | +56.8% | 7th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SKYYCloud Computing | Technology | ⇩Decel-7.2pp | $174.88 | +4.0% | +6.4% | +12.0% | +12.7% | +36.9% | +37.7% | +77.7% | +174.0% | 8th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
OIHOil Services | Energy | ⇧Accel+4.2pp | $388.65 | +1.6% | -5.6% | -0.9% | -11.5% | +31.3% | +10.6% | +47.1% | +43.0% | 9th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XBIBiotech (Equal Weight) | Healthcare | ⇩Decel-9.1pp | $153.77 | -2.5% | -2.8% | -2.3% | +15.1% | +26.5% | +19.6% | +52.5% | +90.3% | 10th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IBBBiotech (Large) | Healthcare | ⇩Decel-13.5pp | $206.49 | -1.9% | -0.3% | +4.4% | +20.4% | +22.2% | +16.7% | +40.3% | +56.4% | 11th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IHFManaged Care | Healthcare | ⇩Decel-3.6pp | $56.76 | +3.0% | -1.5% | -0.5% | +9.3% | +17.3% | +13.5% | -0.8% | +13.6% | 12th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
PICKMetals & Mining | Materials | ⇧Accel+7.1pp | $60.65 | +0.3% | -2.7% | -4.7% | -12.0% | +15.8% | -2.1% | +67.0% | +61.4% | 13th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
ROBORobotics & AI | Technology | ⇧Accel+7.6pp | $81.26 | -1.9% | +3.3% | -3.8% | -10.1% | +14.9% | +8.8% | +51.4% | +52.2% | 14th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
AMLPMidstream/Pipelines | Energy | –Neutral | $52.56 | -0.1% | -5.3% | -4.7% | -1.3% | +10.8% | +4.4% | +22.6% | +67.7% | 15th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IGVSoftware | Technology | ⇩Decel-2.4pp | $112.67 | +3.9% | +5.7% | +9.7% | +4.6% | +9.8% | +14.0% | +28.6% | +89.3% | 16th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
PPHPharma | Healthcare | ⇩Decel-2.0pp | $110.49 | +0.9% | -1.1% | -0.6% | +4.5% | +6.5% | +3.0% | +16.6% | +46.0% | 17th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
KRERegional Banks | Financials | ⇧Accel+1.8pp | $69.01 | -2.5% | -6.9% | -11.3% | -1.6% | +5.8% | -0.0% | +28.6% | +75.4% | 18th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
GDXGold Miners | Materials | ⇩Decel-3.0pp | $89.28 | +1.7% | -6.9% | -0.7% | +1.4% | +4.1% | -20.4% | +127.0% | +173.2% | 19th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IAKInsurance | Financials | –Neutral | $140.22 | +2.1% | -3.7% | -6.2% | +5.0% | +3.8% | +5.4% | +12.4% | +66.2% | 20th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
KBEBanks | Financials | ⇧Accel+1.9pp | $63.13 | -1.9% | -7.3% | -11.5% | -1.5% | +3.2% | -1.4% | +26.1% | +86.0% | 21st | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
VNQREITs (Broad) | Real Estate | ⇧Accel+6.0pp | $90.65 | +1.1% | -3.9% | -8.5% | -6.3% | +2.4% | -0.2% | -2.8% | +21.6% | 22nd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IYRREITs (iShares) | Real Estate | ⇧Accel+6.0pp | $96.10 | +1.1% | -4.2% | -8.7% | -6.3% | +2.2% | -0.2% | -3.1% | +20.8% | 23rd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
GDXJJunior Gold Miners | Materials | ⇩Decel-1.8pp | $114.43 | +0.4% | -8.0% | -2.7% | -1.3% | +1.1% | -23.9% | +145.2% | +200.5% | 24th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IAIBroker-Dealers | Financials | ⇧Accel+2.4pp | $178.49 | +1.3% | -5.5% | -6.0% | -3.0% | -1.8% | -3.9% | +45.1% | +99.6% | 25th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XRTRetail | Consumer Discretionary | ⇧Accel+4.3pp | $84.09 | +1.8% | -1.7% | -8.9% | +0.5% | -2.1% | -5.3% | +13.3% | +39.3% | 26th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
JETSAirlines | Industrials | ⇧Accel+8.9pp | $27.45 | -2.7% | -2.7% | -18.1% | -5.1% | -3.0% | -3.4% | +43.5% | +52.2% | 27th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
GLDGold | Commodities | ⇧Accel+3.2pp | $384.58 | +0.5% | -4.1% | -3.5% | -6.6% | -3.4% | -22.4% | +61.1% | +107.0% | 28th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
ITAAerospace & Defense | Industrials | ⇧Accel+11.8pp | $206.65 | -0.7% | -4.7% | -18.1% | -10.8% | -6.9% | -12.8% | +43.8% | +83.0% | 29th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
XHBHomebuilders | Consumer Discretionary | ⇧Accel+9.2pp | $94.77 | -2.1% | -3.6% | -14.5% | -9.5% | -9.3% | -14.9% | -19.9% | +36.4% | 30th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
ITBHome Construction | Consumer Discretionary | ⇧Accel+8.3pp | $84.76 | -3.0% | -5.9% | -16.2% | -9.2% | -12.9% | -18.8% | -30.2% | +14.9% | 31st | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
FINXFintech | Financials | ⇧Accel+4.5pp | $24.99 | +2.6% | -6.0% | -6.5% | -6.0% | -15.2% | -13.4% | -8.1% | +21.1% | 32nd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IHIMedical Devices | Healthcare | ⇧Accel+1.2pp | $51.74 | +1.1% | -0.3% | -4.8% | +3.3% | -16.4% | -14.8% | -12.4% | -8.3% | 33rd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SLVSilver | Commodities | ⇧Accel+7.6pp | $54.78 | -0.4% | -8.6% | -4.7% | -19.4% | -16.7% | -48.1% | +95.5% | +137.3% | 34th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
REMMortgage REITs | Real Estate | ⇧Accel+10.5pp | $17.49 | -4.0% | -15.4% | -20.5% | -19.9% | -21.9% | -26.1% | -15.3% | +3.7% | 35th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| SPY Reference (Benchmark) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SPYS&P 500 Benchmark | — | — | +1.2% | +2.1% | +0.7% | +2.5% | +14.0% | +11.9% | +41.1% | +94.0% | — | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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: 2026-10-09
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 | –Neutral | $199.51 | -0.4% | -0.6% | +0.8% | -2.0% | +43.8% | +35.0% | +96.0% | +134.8% | 1st | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
MTUMMomentum (iShares MSCI) | Momentum | ⇧Accel+1.6pp | $320.00 | -0.9% | +3.4% | +2.1% | -2.9% | +26.7% | +22.7% | +65.3% | +129.4% | 2nd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IWDValue (iShares Russell) | Value | ⇩Decel-1.3pp | $253.54 | +1.7% | -0.7% | -1.6% | +5.2% | +19.5% | +15.1% | +40.1% | +72.9% | 3rd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SCHDDividend (Schwab) | Dividend | ⇩Decel-0.8pp | $33.04 | +1.0% | -3.8% | -2.5% | +1.4% | +19.1% | +10.8% | +25.8% | +49.9% | 4th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
PDPMomentum (Invesco DWA) | Momentum | ⇧Accel+3.5pp | $140.67 | +0.3% | +3.9% | +0.6% | -3.4% | +18.6% | +11.8% | +40.9% | +85.5% | 5th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SPYGGrowth (SPDR S&P) | Growth | –Neutral | $125.75 | +0.9% | +3.5% | +2.2% | +2.6% | +17.8% | +15.6% | +57.0% | +128.8% | 6th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
LRGFMulti-Factor (iShares) | Multi-Factor | –Neutral | $79.65 | +1.4% | +2.3% | +1.1% | +3.4% | +14.6% | +13.6% | +41.2% | +97.9% | 7th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
VTVValue (Vanguard) | Value | –Neutral | $220.59 | +1.6% | -1.0% | -1.7% | +2.6% | +14.4% | +10.4% | +32.9% | +67.3% | 8th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
QUALQuality (iShares MSCI) | Quality | –Neutral | $227.12 | +1.2% | +3.2% | +0.6% | +4.5% | +14.3% | +11.2% | +30.8% | +86.0% | 9th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
GMOMGlobal Momentum (Cambria) | Momentum | ⇩Decel-2.9pp | $38.47 | +0.8% | -0.7% | +3.4% | +2.4% | +14.3% | +3.2% | +39.6% | +49.6% | 10th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SCHASmall Cap (Schwab) | Small Cap | ⇧Accel+4.1pp | $32.79 | -0.8% | -1.9% | -6.5% | -4.6% | +13.8% | +7.7% | +33.2% | +64.3% | 11th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SPHQQuality (Invesco S&P) | Quality | ⇧Accel+3.0pp | $85.83 | +1.1% | +2.3% | -1.5% | -1.2% | +13.8% | +9.4% | +30.8% | +84.7% | 12th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IJRSmall Cap (iShares Core) | Small Cap | ⇧Accel+3.6pp | $137.55 | -0.7% | -2.6% | -8.6% | -1.9% | +13.3% | +7.3% | +23.8% | +51.6% | 13th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SCHGGrowth (Schwab) | Growth | ⇩Decel-1.0pp | $36.74 | +1.1% | +3.7% | +2.7% | +4.1% | +13.1% | +12.8% | +45.3% | +125.1% | 14th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
RPVPure Value (Invesco) | Value | ⇩Decel-1.1pp | $117.32 | +1.4% | -3.8% | -2.7% | +2.5% | +12.3% | +8.3% | +40.1% | +65.2% | 15th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IWMSmall Cap Blend | Small Cap | ⇧Accel+4.0pp | $278.94 | -0.9% | -3.1% | -7.5% | -4.5% | +12.1% | +5.4% | +30.9% | +62.6% | 16th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
GSLCMulti-Factor (Goldman) | Multi-Factor | –Neutral | $148.24 | +1.2% | +1.9% | +0.3% | +2.8% | +11.9% | +10.4% | +36.5% | +86.2% | 17th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
QMOMQuant Momentum (Alpha A) | Momentum | ⇧Accel+7.4pp | $74.25 | +0.4% | +1.6% | -3.7% | -9.1% | +11.7% | +3.5% | +24.8% | +69.8% | 18th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
JPUSMulti-Factor (JPMorgan) | Multi-Factor | ⇧Accel+1.5pp | $138.66 | +1.0% | -1.5% | -3.8% | +0.3% | +11.1% | +7.0% | +22.1% | +53.9% | 19th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
DGRWQuality + Dividend Growth | Quality | ⇧Accel+0.7pp | $98.86 | +0.7% | +0.4% | -1.2% | +0.9% | +10.2% | +8.0% | +23.6% | +62.9% | 20th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
VYMHigh Dividend (Vanguard) | Dividend | ⇧Accel+2.6pp | $158.75 | +1.5% | -1.8% | -4.2% | -1.5% | +9.7% | +5.9% | +31.1% | +60.2% | 21st | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
VBRSmall Cap Value | Small Cap | ⇧Accel+2.5pp | $234.43 | +0.2% | -3.0% | -6.7% | -1.1% | +9.3% | +4.5% | +23.6% | +57.9% | 22nd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
DVYDividend (iShares) | Dividend | ⇧Accel+1.0pp | $154.36 | +0.9% | -4.9% | -5.4% | -0.7% | +8.2% | +2.6% | +22.5% | +45.3% | 23rd | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
USMVMin Volatility (iShares) | Low Volatility | –Neutral | $100.53 | +2.4% | +0.3% | -0.1% | +3.7% | +7.8% | +5.7% | +13.2% | +43.1% | 24th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SDYDividend (SPDR) | Dividend | ⇧Accel+2.0pp | $149.04 | +1.0% | -3.2% | -5.6% | -0.6% | +6.4% | +0.2% | +10.6% | +28.3% | 25th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
EFAVMin Vol International | Low Volatility | ⇩Decel-0.6pp | $91.64 | +0.6% | -2.9% | -2.8% | +1.6% | +5.8% | +2.1% | +24.8% | +43.0% | 26th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SPLVLow Volatility (Invesco) | Low Volatility | ⇧Accel+3.4pp | $72.14 | +1.8% | -2.3% | -5.6% | -1.8% | +1.3% | -2.0% | +3.9% | +19.4% | 27th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IWFGrowth (iShares Russell) | Growth | ⇧Accel+1.2pp | $127.91 | +0.7% | +3.8% | +2.7% | -0.7% | -72.9% | -73.0% | -64.9% | -47.4% | 28th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
HDVDividend (iShares Core) | Dividend | ⇩Decel-1.9pp | $28.71 | +2.4% | -2.0% | -0.2% | +4.4% | -76.5% | -78.3% | -74.3% | -69.5% | 29th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
VUGGrowth (Vanguard) | Growth | ⇩Decel-0.8pp | $91.97 | +0.9% | +3.6% | +2.9% | +3.1% | -81.1% | -81.2% | -75.3% | -63.0% | 30th | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| SPY Reference (Benchmark) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SPYS&P 500 Benchmark | — | — | +1.2% | +2.1% | +0.7% | +2.5% | +14.0% | +11.9% | +41.1% | +94.0% | — | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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: 2026-10-09 · 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
XLKleading106.3
XLEleading104.1
XLVleading100.4
XLPimproving94.8
XLFlagging97.4
XLIlagging96.4
XLBlagging95.8
XLClagging94.3
XLRElagging94.1
XLYlagging93.4
XLUlagging91.3
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: 10/10/2026
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% | 31.2% | 43.8% | 46.9% | 46.9% | ↘ Fading |
| Utilities | 40.0% | 40.0% | 40.0% | 40.0% | 40.0% | — Mixed |
| Communication Services | 20.0% | 40.0% | 40.0% | 40.0% | 40.0% | ↘ Fading |
| Technology | 17.9% | 28.6% | 32.1% | 32.1% | 32.1% | — Broadly Weak |
| Financials | 5.9% | 20.6% | 26.5% | 35.3% | 35.3% | ↘ Fading |
| Materials | 37.5% | 37.5% | 25.0% | 25.0% | 25.0% | — Broadly Weak |
| Industrials | 15.2% | 15.2% | 15.2% | 15.2% | 15.2% | — Broadly Weak |
| Consumer Discretionary | 12.9% | 12.9% | 12.9% | 12.9% | 12.9% | — Broadly Weak |
| Consumer Staples | 25.0% | 12.5% | 12.5% | 12.5% | 12.5% | — Broadly Weak |
| Real Estate | 8.3% | 8.3% | 8.3% | 8.3% | 8.3% | — Broadly Weak |
| MARKET | 23.6% | 26.9% | 29.6% | 31.9% | 31.9% | — |
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: 10/10/2026
| Sector | Stocks | Top 5 Mkt Cap % | Concentration | Top 5 Holdings | Score Std Dev | Dispersion | Implication |
|---|---|---|---|---|---|---|---|
| Communication Services | 5 | 100.0% | Concentrated | MSGSSPHRCARGWLYGTM | 15.8 | 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 | 12.8 | 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 | 19.1 | 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 | 15.4 | 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 | 14.8 | Moderate | 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 | 16.6 | 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 | 16.1 | 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 | 16.7 | 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 | 16.5 | 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 | 15.9 | 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 | 17.0 | 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: 14.3%.
As of: 10/10/2026 · 3-year lookback
Risk Grades:
BXLK, XLP
CXLE, XLF, XLC, XLI, XLU, XLV, XLRE, XLB
FXLY
SPY vol benchmark: 14.3% annualized| Sector ⇅ | ETF ⇅ | Grade ⇅ | Vol 1Y ⇅ | Vol 3Y ⇅ | Vol/SPY ⇅ | Ret 3Y ⇅ | Alpha vs SPY ⇅ | Info Ratio ▼ | Downside Cap ⇅ | Sharpe 3Y ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| Technology | XLK | B | 24.4% | 24.0% | 1.67x | 34.5% | +10.9% | 0.85 | 158.5% | 1.25 |
| Energy | XLE | C | 22.7% | 23.0% | 1.60x | 15.6% | -4.6% | -0.18 | -25.3% | 0.48 |
| Financials | XLF | C | 13.7% | 16.2% | 1.13x | 19.3% | -2.8% | -0.25 | 76.1% | 0.91 |
| Communication Services | XLC | C | 15.5% | 16.0% | 1.12x | 19.7% | -2.4% | -0.26 | 90.8% | 0.95 |
| Industrials | XLI | C | 13.9% | 15.7% | 1.09x | 19.7% | -2.5% | -0.27 | 81.9% | 0.97 |
| Utilities | XLU | C | 17.5% | 15.6% | 1.09x | 14.4% | -7.1% | -0.39 | 7.5% | 0.64 |
| Healthcare | XLV | C | 16.1% | 14.9% | 1.04x | 11.1% | -10.1% | -0.64 | 46.9% | 0.44 |
| Real Estate | XLRE | C | 15.9% | 16.7% | 1.16x | 9.6% | -11.2% | -0.71 | 56.0% | 0.31 |
| Consumer Discretionary | XLY | F | 19.2% | 19.4% | 1.35x | 12.5% | -8.1% | -0.78 | 133.3% | 0.41 |
| Consumer Staples | XLP | B | 13.3% | 11.1% | 0.77x | 8.8% | -12.7% | -0.83 | 17.4% | 0.38 |
| Materials | XLB | C | 17.1% | 16.6% | 1.16x | 9.5% | -11.3% | -0.83 | 69.1% | 0.30 |
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