Sector Performance Review

A comparative analysis of efficiency, returns, and momentum across the 11 major GICS market sectors.

XLK214.83+2.41%
XLV143.22+0.93%
XLF41.55-0.47%
XLE93.71-1.22%
XLY187.04+1.08%
XLP78.61+0.31%
XLI123.44+0.55%
XLU66.22-0.29%
XLB91.18+0.44%
XLRE37.87-0.62%
XLC83.55+1.77%

Sector Landscape at a Glance

Current snapshot of outperformers and underperformers across the major GICS sectors, measured on a year-to-date basis.

Top Performer

Technology
+18.32% YTD

Worst Performer

Real Estate
-4.11% YTD

Avg. YTD Return

+6.8%
7 of 11 sectors positive

Best Weekly

Comm. Svcs.
+1.77% this week

All Sectors — YTD Performance

Comparative year-to-date returns for all 11 GICS sectors, ordered from strongest to weakest performance.

Technology
+18.32%
Comm. Svcs.
+14.61%
Financials
+10.45%
Industrials
+9.18%
Healthcare
+7.11%
Energy
+5.66%
Materials
+4.33%
Cons. Staples
+2.87%
Cons. Discret.
-1.33%
Utilities
-2.04%
Real Estate
-4.11%

Data is illustrative and for informational purposes only. YTD calculated from January 1, 2025.

Sector Performance Table

Full performance breakdown by time period for each GICS sector.

Sector ETF Last Price Weekly Change Volume vs Avg Trend
TechnologyXLK214.83+2.41%+14% above avg
Comm. ServicesXLC83.55+1.77%+8% above avg
Consumer Discret.XLY187.04+1.08%Near average
HealthcareXLV143.22+0.93%Near average
IndustrialsXLI123.44+0.55%-5% below avg
Consumer StaplesXLP78.61+0.31%-12% below avg
MaterialsXLB91.18+0.44%Near average
UtilitiesXLU66.22-0.29%-8% below avg
FinancialsXLF41.55-0.47%+2% above avg
Real EstateXLRE37.87-0.62%+5% above avg
EnergyXLE93.71-1.22%+18% above avg
Sector ETF MTD Change Prior Month 3-Month
TechnologyXLK+4.87%+5.22%+11.40%
Comm. ServicesXLC+3.44%+4.11%+9.12%
FinancialsXLF+0.82%+3.10%+5.34%
HealthcareXLV+1.54%+2.30%+4.88%
IndustrialsXLI+1.22%+1.88%+4.44%
Consumer Discret.XLY+2.14%-1.22%+1.02%
MaterialsXLB+0.66%+1.44%+2.33%
Consumer StaplesXLP+0.44%-0.22%+1.11%
EnergyXLE-2.31%+1.55%+0.48%
UtilitiesXLU-0.88%-0.55%-2.01%
Real EstateXLRE-1.12%-1.44%-3.22%
Sector ETF YTD Return 1-Year 3-Year Ann.
TechnologyXLK+18.32%+33.10%+14.2%
Comm. ServicesXLC+14.61%+28.44%+11.8%
FinancialsXLF+10.45%+21.33%+9.1%
IndustrialsXLI+9.18%+18.22%+8.7%
HealthcareXLV+7.11%+12.88%+6.4%
EnergyXLE+5.66%+8.14%+12.3%
MaterialsXLB+4.33%+7.66%+4.8%
Consumer StaplesXLP+2.87%+4.22%+3.1%
Consumer Discret.XLY-1.33%+5.44%+2.2%
UtilitiesXLU-2.04%-1.88%-0.9%
Real EstateXLRE-4.11%-7.22%-3.4%

Technology Sector in Focus

A closer look at the dominant sector this year — understanding what's driving performance and which dynamics to watch.

Technology sector data

What's Driving Technology's Lead?

The Technology sector has substantially outperformed the broader S&P 500 year-to-date, largely driven by strong earnings growth in semiconductor and software companies tied to artificial intelligence infrastructure spending.

Key themes within the sector include data centre expansion, enterprise AI adoption, and continued strength in cloud computing revenue. However, valuations remain elevated by historical standards, which some analysts regard as a source of potential vulnerability.

Semiconductors +28.4%
Software +19.1%
Hardware & Storage +12.3%
IT Services +8.7%
All sector performance data shown on this page is illustrative and for informational purposes only. It does not constitute financial advice or a recommendation to buy or sell any security. Past sector performance is not indicative of future results.