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US Equity Sectors

Total returns for the 11 SPDR Select Sector ETFs — the industry-standard proxies for S&P 500 sector performance. Cells are color-coded by return: deeper green = stronger gains, deeper red = steeper losses. Click any column header to sort.

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Reading Sector Rotation

Why Track Sectors?

  • Sector leadership reveals what's driving the broader market
  • Rotation between cyclical and defensive sectors signals risk appetite
  • Divergences can confirm or contradict an index-level move
  • Relative strength highlights where capital is flowing

Cyclical vs. Defensive

  • Cyclical: Technology, Financials, Consumer Discretionary, Industrials, Materials — lead in expansions
  • Defensive: Utilities, Consumer Staples, Health Care — hold up better in downturns
  • Rate-sensitive: Real Estate and Utilities react strongly to yields
  • Commodity-linked: Energy and Materials track input prices

Sector proxies are the SPDR Select Sector ETFs. Price data from Yahoo Finance. For detailed charts, we recommend TradingView.