Exchange-traded funds related to basic materials were among the top performers of Monday's session, thanks to gains in Alcoa ( AA), Dow Chemical ( DOW), Newmont Mining ( NEM) and DuPont ( DD). The Ultra Basic Materials ProShares ( UYM) was recently up $2.65, or 3%, to $91.70. The iShares S&P Global Materials ( MXI) ETF was rising by $1.27, or 1.8%, to $72. The PowerShares Dynamic Basic Materials ( PYZ) was adding 51 cents, or 1.5%, to $33.95. The iShares Dow Jones U.S. Basic Materials ( IYM) was higher by $1.02, or 1.4%, to $71.24. Bundled securities tracking utilities were also among the winners of the day. Among individual names, Exelon ( EXC), Public Service Enterprise Group ( PEG), PG&E ( PCG) and American Electric Power ( AEP) were higher by 1.3% or more. The Ultra Utilities ProShares ( UPW) was rising $2.14, or 2.7%, to $82. The Utility HOLDRs ( UTH) was adding $2.06, or 1.5%, to $143.71. The Vanguard Utilities ETF ( VPU) gained $1.10, or 1.3%, to $83.60. On the losing side, energy-related ETFs were among the biggest decliners. Oil was down 71 cents at $69.97 a barrel, and natural gas was losing 10 cents to $6.68 per million British thermal units. The United States Natural Gas ( UNG) was falling by $1.45, or 3.5%, to $42.80. The United States Oil ( USO) was down 34 cents, or 0.7%, to $52.66. The PowerShares DB Oil ( DBO) ETF was lower by 14 cents, or 0.5%, to $26.96. The iShares Dow Jones U.S. Home Construction ( ITB) was under pressure after Citigroup cut its rating to hold from buy for Toll Brothers ( TOL), Pulte Homes ( PHM), Lennar ( LEN), Ryland Group ( RYL), KB Home ( KBH), DR Horton ( DHI) and Hovnanian ( HOV). The ETF was recently falling by 8 cents, or 0.5%, at $31.23.