For sector exposure, theiShares Transportation Average ETF (NYSEArca: IYT) tries to reflect the performance of the Dow Jones Transportation Average Index, and the iShares PHLX Semiconductor ETF (NasdaqGM: SOXX) follows the PHLX SOX Semiconductor Sector Index. IYT added 3.3% over the past month while SOXX advanced 6.7%. [Transportation ETFs: Airlines Landing on Higher Profits]

PowerShares QQQ

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Max Chen contributed to this article.

Full disclosure: Tom Lydon’s clients own shares of IYT, SPY and QQQ.