This tracks how US Materials is performing against the S&P 500: the relative-strength read traders use to find sectors gaining momentum and the strongest stocks within them. Look for three things: whether it is gaining or losing ground on the index, whether the move is broad or led by a few large names, and which stocks lead on relative strength.
Current read · as at 11 Sept 2026
US Materials is outperforming the S&P 500 but losing momentum (the weakening zone of the rotation chart). It is down 0.4% over the past month but up 18.4% year to date. 12 of 20 stocks are above their 50-day average. On 3-month relative strength, WPM.US, NEM.US and AU.US lead the sector.
Relative strength is measured against S&P 500, centred at 100. Above 100 means it outpaced the benchmark.
Performance charts
Rebased to 100 vs S&P 500
End of day
Equal-weight tracks the typical stock (sector breadth); Cap-weight is driven by the largest names. The gap between them shows how broad the move is.
US Materials vs S&P 500
Rising = outperforming
100 = matches benchmark. Above = outpacing it; below = lagging.
Equal-weight minus cap-weight
Participation, not a forecast
Above zero = broad participation (typical stock leading the largest names); below zero = narrow, megacap-driven.
What's underneath the leaders
End of day
Latest-day drivers
- WPM.US+2.08%+0.10%
- FNV.US+2.05%+0.10%
- SHW.US+1.85%+0.09%
Top 3 account for 31% of the total move.
Contribution is each holding's weight times its one-day move.
Emerging leaders (3-month rank)
- 1WPM.US+18
- 2NEM.US+15
- 3AU.US+17
- 4FNV.US+14
- 5SCCO.US+9
Rank 1 = strongest 3-month move. Delta is the rank change; positive means improving.
Breadth and Effective N measure how widely the basket is moving right now — a participation gauge, not a forecast.
Constituents
Weights and contribution to the basket move
APD.US | Air Products and Chemicals Inc | $291.43 | -0.76% | 5.0% | -0.04% |
AU.US | AngloGold Ashanti plc | $104.42 | +0.52% | 5.0% | +0.03% |
B.US | Barrick Mining Corporation | $43.68 | +0.51% | 5.0% | +0.03% |
BHP.US | BHP Group Limited | $87.15 | -0.23% | 5.0% | -0.01% |
CRH.US | CRH PLC ADR | $88.55 | +1.02% | 5.0% | +0.05% |
CTVA.US | Corteva Inc | $83.90 | -0.70% | 5.0% | -0.03% |
ECL.US | Ecolab Inc | $276.18 | +1.69% | 5.0% | +0.08% |
FCX.US | Freeport-McMoran Copper & Gold Inc | $71.07 | -0.20% | 5.0% | -0.01% |
FNV.US | Franco-Nevada Corporation | $266.00 | +2.05% | 5.0% | +0.10% |
LIN.US | Linde plc Ordinary Shares | $466.22 | +1.00% | 5.0% | +0.05% |
MLM.US | Martin Marietta Materials Inc | $509.96 | +1.49% | 5.0% | +0.07% |
MT.US | ArcelorMittal SA ADR | $74.51 | -0.73% | 5.0% | -0.04% |
NEM.US | Newmont Goldcorp Corp | $126.81 | +0.53% | 5.0% | +0.03% |
NUE.US | Nucor Corp | $259.43 | +1.55% | 5.0% | +0.08% |
RIO.US | Rio Tinto ADR | $99.96 | +0.57% | 5.0% | +0.03% |
SCCO.US | Southern Copper Corporation | $193.49 | -0.33% | 5.0% | -0.02% |
SHW.US | Sherwin-Williams Co | $323.31 | +1.85% | 5.0% | +0.09% |
VALE.US | Vale SA ADR | $15.23 | -0.33% | 5.0% | -0.02% |
VMC.US | Vulcan Materials Company | $252.74 | +0.85% | 5.0% | +0.04% |
WPM.US | Wheaton Precious Metals Corp | $154.12 | +2.08% | 5.0% | +0.10% |
APD.US
Air Products and Chemicals Inc
- Last
- $291.43
- 1D
- -0.76%
- Weight
- 5.0%
- Contribution
- -0.04%
AU.US
AngloGold Ashanti plc
- Last
- $104.42
- 1D
- +0.52%
- Weight
- 5.0%
- Contribution
- +0.03%
B.US
Barrick Mining Corporation
- Last
- $43.68
- 1D
- +0.51%
- Weight
- 5.0%
- Contribution
- +0.03%
BHP.US
BHP Group Limited
- Last
- $87.15
- 1D
- -0.23%
- Weight
- 5.0%
- Contribution
- -0.01%
CRH.US
CRH PLC ADR
- Last
- $88.55
- 1D
- +1.02%
- Weight
- 5.0%
- Contribution
- +0.05%
CTVA.US
Corteva Inc
- Last
- $83.90
- 1D
- -0.70%
- Weight
- 5.0%
- Contribution
- -0.03%
ECL.US
Ecolab Inc
- Last
- $276.18
- 1D
- +1.69%
- Weight
- 5.0%
- Contribution
- +0.08%
FCX.US
Freeport-McMoran Copper & Gold Inc
- Last
- $71.07
- 1D
- -0.20%
- Weight
- 5.0%
- Contribution
- -0.01%
FNV.US
Franco-Nevada Corporation
- Last
- $266.00
- 1D
- +2.05%
- Weight
- 5.0%
- Contribution
- +0.10%
LIN.US
Linde plc Ordinary Shares
- Last
- $466.22
- 1D
- +1.00%
- Weight
- 5.0%
- Contribution
- +0.05%
MLM.US
Martin Marietta Materials Inc
- Last
- $509.96
- 1D
- +1.49%
- Weight
- 5.0%
- Contribution
- +0.07%
MT.US
ArcelorMittal SA ADR
- Last
- $74.51
- 1D
- -0.73%
- Weight
- 5.0%
- Contribution
- -0.04%
NEM.US
Newmont Goldcorp Corp
- Last
- $126.81
- 1D
- +0.53%
- Weight
- 5.0%
- Contribution
- +0.03%
NUE.US
Nucor Corp
- Last
- $259.43
- 1D
- +1.55%
- Weight
- 5.0%
- Contribution
- +0.08%
RIO.US
Rio Tinto ADR
- Last
- $99.96
- 1D
- +0.57%
- Weight
- 5.0%
- Contribution
- +0.03%
SCCO.US
Southern Copper Corporation
- Last
- $193.49
- 1D
- -0.33%
- Weight
- 5.0%
- Contribution
- -0.02%
SHW.US
Sherwin-Williams Co
- Last
- $323.31
- 1D
- +1.85%
- Weight
- 5.0%
- Contribution
- +0.09%
VALE.US
Vale SA ADR
- Last
- $15.23
- 1D
- -0.33%
- Weight
- 5.0%
- Contribution
- -0.02%
VMC.US
Vulcan Materials Company
- Last
- $252.74
- 1D
- +0.85%
- Weight
- 5.0%
- Contribution
- +0.04%
WPM.US
Wheaton Precious Metals Corp
- Last
- $154.12
- 1D
- +2.08%
- Weight
- 5.0%
- Contribution
- +0.10%
Last price shown at full precision. Contribution is each holding's weight times its one-day move. A dash marks data pending after the latest end-of-day refresh.
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Back to all US sectorsMethodology
Equal weighted. Membership is recalculated nightly from end-of-day data: active US common stocks in the Basic Materials sector with a market cap of at least USD 1 billion and a 90-day average daily value traded of at least USD 5 million, ranked by market cap, top 20. The published index is equal-weighted, tracking the typical stock; a market-cap-weighted companion line (capped at 20% per stock) is shown for comparison. The gap between the two is a participation gauge, not a forecast.