US and Japan sector performance: week of 2026-10-02
Both markets closed another week, and they did not tell the same story. Below is where every sector actually finished, using the same window for Japan and the US so the two can be compared directly.
US sectors this week
| Sector | 1W | 1M | YTD |
|---|---|---|---|
| Technology | +1.80% | +8.83% | +38.79% |
| Energy | +1.26% | -3.50% | +40.51% |
| Utilities | +0.81% | -6.66% | -6.70% |
| Industrials | -0.28% | -1.64% | +9.56% |
| Consumer Discretionary | -0.47% | -4.20% | -7.85% |
| Real Estate | -1.80% | -6.68% | +1.14% |
| Consumer Staples | -1.86% | -5.85% | +3.67% |
| Materials | -1.89% | -7.72% | +7.74% |
| Communication Services | -2.34% | -1.87% | -6.29% |
| Financials | -2.46% | -7.23% | -2.34% |
| Health Care | -2.65% | -3.91% | +7.35% |
3 of the 11 SPDR sectors finished the week higher. Technology led at +1.80%; Health Care was weakest at -2.65%.
Japan sectors this week
| Sector | 1W | 1M | YTD |
|---|---|---|---|
| Steel & Nonferrous Metals | +6.08% | +0.45% | +50.98% |
| Electric & Precision | +3.38% | +3.41% | +37.99% |
| Machinery | +1.40% | +1.12% | +16.29% |
| Raw Materials & Chemicals | +0.68% | -1.04% | +18.89% |
| Construction & Materials | +0.04% | -1.06% | +3.65% |
| Retail Trade | -0.14% | -4.25% | -2.34% |
| IT & Services, Others | -0.67% | -1.08% | +15.26% |
| Foods | -0.98% | -3.82% | +14.49% |
| Banks | -1.40% | -1.05% | +46.86% |
| Financials (ex Banks) | -2.03% | -3.17% | +23.24% |
| Commercial & Wholesale | -2.14% | -0.11% | +18.20% |
| Electric Power & Gas | -2.18% | -1.71% | +6.33% |
| Autos & Transport Equip. | -2.71% | -6.90% | -7.32% |
| Transportation & Logistics | -3.38% | -2.62% | +1.74% |
| Real Estate | -3.43% | -5.92% | -10.97% |
| Pharmaceutical | -3.72% | -3.94% | -0.32% |
| Energy Resources | -4.18% | -0.92% | +19.76% |
5 of the 17 TOPIX-17 sectors finished higher. Steel & Nonferrous Metals led at +6.08%; Energy Resources lagged at -4.18%.
Where the two markets disagreed
Japan's strongest sector was Steel & Nonferrous Metals (+6.08%) while the US put Technology on top (+1.80%). Reading one market and assuming the other followed is the mistake this table is meant to prevent.
Notable single-session moves
At the most recent close, the largest daily gainers were Teradyne +8.00% in the US and Resonac +8.71% in Japan. On volume, Corteva traded at 9.0× its 20-day average in the US, and Nissan at 2.6× in Japan.
Volume that arrives without a matching price move is often the more interesting of the two: it is attention showing up before the market has settled on what it means.
Method and limits
Figures are daily closes from Yahoo Finance. 1W is 5 trading days, 1M is 21 trading days, YTD is measured against last year's closing price. Sector figures cover the 11 US SPDR sector ETFs and the 17 TOPIX-17 sector ETFs in full. The single-stock lines come from the top-ranked names of the latest session, not from a scan of every stock's weekly return, so they should be read as "notable at this close" rather than "the biggest move of the week".
Data as of the 2026-10-02 US close and the 2026-10-02 Tokyo close. The two markets do not always close on the same date.
This is a record of what the data showed. It is not investment advice.
The live version of these tables, plus rankings across 726 Nikkei 225 and S&P 500 constituents, is free at Sector Pulse.
Sector PulseWeekly sector performance for Japan (TOPIX-17) and the US (SPDR), in English — what led, what lagged, and where the two markets disagreed. Data only; not investment advice.
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