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Deep Dive: 10 winners, 10 losers in this year’s breakout small-cap stock sector

Small-cap stocks have been outperforming large-caps by leaps and bounds in 2018. But within small-caps, the health-care sector’s performance has been downright breathtaking.

Looking closely at winners and losers in the sector may highlight some stocks that have gotten too pricey, while also possibly underlining some bargains.

The Russell 2000 Index RUT, +0.00% seems to dominate small-cap-related headlines in the financial press. But the more selective S&P 600 Small-Cap Index SML, +0.16% — 600 stocks versus 2,000 — has performed better this year and in the long run:

Total returns
Index 2018 through July 16 2017 3 years 5 years 10 years 15 years
S&P 600 Small-Cap 12% 13% 49% 91% 230% 438%
Russell 2000 10% 15% 38% 73% 181% 332%
Source: FactSet

The better results from the S&P 600 might spring from S&P Dow Jones Indices’ criteria for companies to be included.

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