Just noticed something interesting - the software ETF $IGV has basically gone nowhere over the last five years, staying pretty flat the whole time. Meanwhile, Bespoke Investment Group was pointing out on X that $SPY has crushed it with a 75% gain in the same period. Pretty wild contrast when you think about it.

So here's the thing: while the broader market keeps climbing, that software ETF just can't seem to get traction. The gap between $SPY's performance and what you're getting from a software ETF is pretty significant right now. Makes you wonder if tech investors should be rethinking their allocation strategy, or if there's just a rotation happening in the sector. Either way, it's worth watching how this plays out.