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Small caps have been having a banner year, with the Russell 2000 outperforming the S&P 500 year-to-date. Some small-cap focused ETFs have also surpassed that benchmark. Phil McInnis, chief investment strategist at Avantis Investors by American Century Investments sits down with Dominic Chu on CNBC’s “ETF Edge” to talk about what’s behind the rally and how far it can go. State Street Investment Management global head of research strategist Matt Bartolini joins the conversation.