KILO.TO vs. PDIV.TO
KILO.TO (Purpose Gold Bullion Fund) and PDIV.TO (Purpose Enhanced Dividend Fund ETF) are both exchange-traded funds - KILO.TO is a Gold fund actively managed by Purpose Investments, while PDIV.TO is a Dividend fund actively managed by Purpose Investments. Both are actively managed. Over the past 5 years, KILO.TO returned 16.78%/yr vs 7.86%/yr for PDIV.TO. At a 0.15 correlation, their price movements are largely independent. KILO.TO charges 0.28%/yr vs 0.77%/yr for PDIV.TO.
Performance
KILO.TO vs. PDIV.TO - Performance Comparison
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Returns By Period
In the year-to-date period, KILO.TO achieves a -5.68% return, which is significantly lower than PDIV.TO's 8.23% return.
KILO.TO
- 1D
- -1.81%
- 1M
- -9.01%
- YTD
- -5.68%
- 6M
- -9.56%
- 1Y
- 18.91%
- 3Y*
- 26.73%
- 5Y*
- 16.78%
- 10Y*
- —
PDIV.TO
- 1D
- 0.41%
- 1M
- 0.99%
- YTD
- 8.23%
- 6M
- 8.17%
- 1Y
- 19.90%
- 3Y*
- 12.22%
- 5Y*
- 7.86%
- 10Y*
- 9.44%
KILO.TO vs. PDIV.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
KILO.TO Purpose Gold Bullion Fund | -5.68% | 60.17% | 25.97% | 12.15% | -0.90% | -4.72% | -2.21% |
PDIV.TO Purpose Enhanced Dividend Fund ETF | 8.23% | 14.66% | 10.71% | 4.64% | -4.39% | 20.18% | 9.93% |
Correlation
The correlation between KILO.TO and PDIV.TO is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Aug 20, 2020 | 0.15 |
The correlation between KILO.TO and PDIV.TO shifts across timeframes, from 0.15 (all time) to 0.30 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
KILO.TO vs. PDIV.TO — Risk / Return Rank
KILO.TO
PDIV.TO
KILO.TO vs. PDIV.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Purpose Gold Bullion Fund (KILO.TO) and Purpose Enhanced Dividend Fund ETF (PDIV.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KILO.TO | PDIV.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.20 | ||
| Sortino ratioReturn per unit of downside risk | -2.98 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.58 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | 0.76 | 3.79 | -3.03 |
| Martin ratioReturn relative to average drawdown | 2.01 | 16.54 | -14.53 |
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Drawdowns
KILO.TO vs. PDIV.TO - Drawdown Comparison
The maximum KILO.TO drawdown since its inception was -24.90%, smaller than the maximum PDIV.TO drawdown of -30.64%. Use the drawdown chart below to compare losses from any high point for KILO.TO and PDIV.TO.
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Drawdown Indicators
| KILO.TO | PDIV.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.90% | -30.64% | +5.74% |
Max Drawdown (1Y)Largest decline over 1 year | -24.90% | -5.27% | -19.63% |
Max Drawdown (3Y)Largest decline over 3 years | -24.90% | -8.82% | -16.08% |
Max Drawdown (5Y)Largest decline over 5 years | -24.90% | -15.93% | -8.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.64% | — |
Current DrawdownCurrent decline from peak | -24.51% | -0.24% | -24.27% |
Average DrawdownAverage peak-to-trough decline | -6.79% | -4.35% | -2.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.44% | 1.21% | +8.23% |
Volatility
KILO.TO vs. PDIV.TO - Volatility Comparison
Purpose Gold Bullion Fund (KILO.TO) has a higher volatility of 7.88% compared to Purpose Enhanced Dividend Fund ETF (PDIV.TO) at 2.24%. This indicates that KILO.TO's price experiences larger fluctuations and is considered to be riskier than PDIV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KILO.TO | PDIV.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.88% | 2.24% | +5.64% |
Volatility (6M)Calculated over the trailing 6-month period | 23.72% | 5.46% | +18.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.23% | 6.91% | +20.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.13% | 10.05% | +8.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.86% | 13.94% | +3.92% |
KILO.TO vs. PDIV.TO - Expense Ratio Comparison
KILO.TO has a 0.28% expense ratio, which is lower than PDIV.TO's 0.77% expense ratio.
Dividends
KILO.TO vs. PDIV.TO - Dividend Comparison
KILO.TO has not paid dividends to shareholders, while PDIV.TO's dividend yield for the trailing twelve months is around 11.73%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KILO.TO Purpose Gold Bullion Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PDIV.TO Purpose Enhanced Dividend Fund ETF | 11.73% | 11.23% | 12.35% | 11.84% | 6.38% | 5.59% | 6.33% | 5.85% | 6.80% | 25.71% | 5.38% | 8.10% |
Frequently Asked Questions
KILO.TO and PDIV.TO have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, KILO.TO is cheaper at 0.28% per year. The better choice depends on whether you care most about return, fees, risk, or income.
KILO.TO is cheaper with a 0.28% expense ratio, compared with 0.77% for PDIV.TO.
KILO.TO is categorized as Gold, while PDIV.TO is Dividend. Their fees differ too: 0.28% for KILO.TO and 0.77% for PDIV.TO.
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