KILO.TO vs. SOXX
KILO.TO (Purpose Gold Bullion Fund) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - KILO.TO is a Gold fund actively managed by Purpose Investments, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. KILO.TO is actively managed, while SOXX is passively managed. Over the past 5 years, KILO.TO returned 16.78%/yr vs 37.50%/yr for SOXX. At a 0.11 correlation, their price movements are largely independent. KILO.TO charges 0.28%/yr vs 0.34%/yr for SOXX.
Performance
KILO.TO vs. SOXX - Performance Comparison
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Different Trading Currencies
KILO.TO is traded in CAD, while SOXX is traded in USD. To make them comparable, the SOXX values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, KILO.TO achieves a -5.68% return, which is significantly lower than SOXX's 107.37% 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*
- —
SOXX
- 1D
- -7.98%
- 1M
- 15.47%
- YTD
- 107.37%
- 6M
- 103.98%
- 1Y
- 175.79%
- 3Y*
- 60.09%
- 5Y*
- 37.50%
- 10Y*
- 37.42%
KILO.TO vs. SOXX - 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% |
SOXX iShares Semiconductor ETF | 107.37% | 34.31% | 22.49% | 63.14% | -30.97% | 44.02% | 23.46% |
Correlation
The correlation between KILO.TO and SOXX is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Aug 20, 2020 | 0.11 |
The correlation between KILO.TO and SOXX shifts across timeframes, from 0.09 (5 years) to 0.21 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
KILO.TO vs. SOXX — Risk / Return Rank
KILO.TO
SOXX
KILO.TO vs. SOXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Purpose Gold Bullion Fund (KILO.TO) and iShares Semiconductor ETF (SOXX). 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 | SOXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.76 | ||
| Sortino ratioReturn per unit of downside risk | -3.27 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.62 | -0.47 |
| Calmar ratioReturn relative to maximum drawdown | 0.76 | 12.17 | -11.40 |
| Martin ratioReturn relative to average drawdown | 2.01 | 41.64 | -39.63 |
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Drawdowns
KILO.TO vs. SOXX - Drawdown Comparison
The maximum KILO.TO drawdown since its inception was -24.90%, smaller than the maximum SOXX drawdown of -66.46%. Use the drawdown chart below to compare losses from any high point for KILO.TO and SOXX.
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Drawdown Indicators
| KILO.TO | SOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.90% | -66.46% | +41.56% |
Max Drawdown (1Y)Largest decline over 1 year | -24.90% | -14.54% | -10.36% |
Max Drawdown (3Y)Largest decline over 3 years | -24.90% | -38.75% | +13.85% |
Max Drawdown (5Y)Largest decline over 5 years | -24.90% | -41.75% | +16.85% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.75% | — |
Current DrawdownCurrent decline from peak | -24.51% | -7.98% | -16.53% |
Average DrawdownAverage peak-to-trough decline | -6.79% | -19.28% | +12.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.44% | 4.24% | +5.20% |
Volatility
KILO.TO vs. SOXX - Volatility Comparison
The current volatility for Purpose Gold Bullion Fund (KILO.TO) is 7.88%, while iShares Semiconductor ETF (SOXX) has a volatility of 23.09%. This indicates that KILO.TO experiences smaller price fluctuations and is considered to be less risky than SOXX 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 | SOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.88% | 23.09% | -15.21% |
Volatility (6M)Calculated over the trailing 6-month period | 23.72% | 33.77% | -10.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.23% | 39.69% | -12.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.13% | 37.83% | -19.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.86% | 34.80% | -16.94% |
KILO.TO vs. SOXX - Expense Ratio Comparison
KILO.TO has a 0.28% expense ratio, which is lower than SOXX's 0.34% expense ratio.
Dividends
KILO.TO vs. SOXX - Dividend Comparison
KILO.TO has not paid dividends to shareholders, while SOXX's dividend yield for the trailing twelve months is around 0.24%.
| 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% |
SOXX iShares Semiconductor ETF | 0.24% | 0.57% | 0.67% | 0.78% | 1.26% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% |
Frequently Asked Questions
KILO.TO and SOXX have a correlation of 0.21, 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 0.34% for SOXX.
KILO.TO is categorized as Gold, while SOXX is Semiconductors. They also come from different issuers: Purpose Investments and iShares. Their fees differ too: 0.28% for KILO.TO and 0.34% for SOXX.
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