KILO.TO vs. VWUAX

Last updated Jun 24, 2026

KILO.TO (Purpose Gold Bullion Fund) and VWUAX (Vanguard U.S. Growth Fund Admiral Shares) are both funds - KILO.TO is a Gold fund actively managed by Purpose Investments, while VWUAX is a Large Cap Growth Equities fund actively managed by Vanguard. Both are actively managed. Over the past 5 years, KILO.TO returned 16.78%/yr vs 7.45%/yr for VWUAX. At a 0.09 correlation, their price movements are largely independent. KILO.TO charges 0.28%/yr vs 0.25%/yr for VWUAX.

Performance

KILO.TO vs. VWUAX - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Purpose Gold Bullion Fund (KILO.TO) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

KILO.TO is traded in CAD, while VWUAX is traded in USD. To make them comparable, the VWUAX 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 VWUAX's 3.22% 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*: —

VWUAX

• 1D: -1.22%
• 1M: 0.97%
• YTD: 3.22%
• 6M: 1.47%
• 1Y: 14.19%
• 3Y*: 22.79%
• 5Y*: 7.45%
• 10Y*: 17.34%

*Multi-year figures are annualized to reflect compound growth (CAGR)

KILO.TO vs. VWUAX - 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%
VWUAX Vanguard U.S. Growth Fund Admiral Shares	3.22%	10.22%	42.95%	41.86%	-35.75%	2.38%	13.83%

Correlation

The correlation between KILO.TO and VWUAX is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.17
Correlation (3Y) Calculated over the trailing 3-year period	0.10
Correlation (5Y) Calculated over the trailing 5-year period	0.07
Correlation (All Time) Calculated using the full available price history since Aug 20, 2020	0.09

The correlation between KILO.TO and VWUAX shifts across timeframes, from 0.07 (5 years) to 0.17 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

KILO.TO vs. VWUAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KILO.TO

KILO.TO Risk / Return Rank: 20
KILO.TO Sharpe Ratio Rank: 21
KILO.TO Sortino Ratio Rank: 20
KILO.TO Omega Ratio Rank: 22
KILO.TO Calmar Ratio Rank: 18
KILO.TO Martin Ratio Rank: 18

VWUAX

VWUAX Risk / Return Rank: 8
VWUAX Sharpe Ratio Rank: 9
VWUAX Sortino Ratio Rank: 9
VWUAX Omega Ratio Rank: 9
VWUAX Calmar Ratio Rank: 7
VWUAX Martin Ratio Rank: 7

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KILO.TO vs. VWUAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Purpose Gold Bullion Fund (KILO.TO) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX). 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	VWUAX	Difference
Sharpe ratio: Return per unit of total volatility	0.70	0.91	-0.21
Sortino ratio: Return per unit of downside risk	1.05	1.32	-0.27
Omega ratio: Gain probability vs. loss probability	1.15	1.16	-0.01
Calmar ratio: Return relative to maximum drawdown	0.76	0.82	-0.06
Martin ratio: Return relative to average drawdown	2.01	2.19	-0.18

KILO.TO vs. VWUAX - Sharpe Ratio Comparison

The current KILO.TO Sharpe Ratio is 0.70, which is comparable to the VWUAX Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of KILO.TO and VWUAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

KILO.TO vs. VWUAX - Drawdown Comparison

The maximum KILO.TO drawdown since its inception was -24.90%, smaller than the maximum VWUAX drawdown of -48.46%. Use the drawdown chart below to compare losses from any high point for KILO.TO and VWUAX.

Drawdown Indicators

	KILO.TO	VWUAX	Difference
Max Drawdown Largest peak-to-trough decline	-24.90%	-48.46%	+23.56%
Max Drawdown (1Y) Largest decline over 1 year	-24.90%	-19.42%	-5.48%
Max Drawdown (3Y) Largest decline over 3 years	-24.90%	-25.24%	+0.34%
Max Drawdown (5Y) Largest decline over 5 years	-24.90%	-48.46%	+23.56%
Max Drawdown (10Y) Largest decline over 10 years	—	-48.46%	—
Current Drawdown Current decline from peak	-24.51%	-3.47%	-21.04%
Average Drawdown Average peak-to-trough decline	-6.79%	-10.51%	+3.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.44%	7.27%	+2.17%

Volatility

KILO.TO vs. VWUAX - Volatility Comparison

Purpose Gold Bullion Fund (KILO.TO) has a higher volatility of 7.88% compared to Vanguard U.S. Growth Fund Admiral Shares (VWUAX) at 6.81%. This indicates that KILO.TO's price experiences larger fluctuations and is considered to be riskier than VWUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	KILO.TO	VWUAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.88%	6.81%	+1.07%
Volatility (6M) Calculated over the trailing 6-month period	23.72%	13.80%	+9.92%
Volatility (1Y) Calculated over the trailing 1-year period	27.23%	17.64%	+9.59%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.13%	25.62%	-7.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.86%	24.63%	-6.77%

KILO.TO vs. VWUAX - Expense Ratio Comparison

KILO.TO has a 0.28% expense ratio, which is higher than VWUAX's 0.25% expense ratio.

Dividends

KILO.TO vs. VWUAX - Dividend Comparison

KILO.TO has not paid dividends to shareholders, while VWUAX's dividend yield for the trailing twelve months is around 9.53%.

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%
VWUAX Vanguard U.S. Growth Fund Admiral Shares	9.53%	9.50%	4.70%	0.37%	0.49%	3.60%	4.00%	13.28%	9.80%	4.63%	1.67%	9.10%

Frequently Asked Questions

Can I hold both KILO.TO and VWUAX in my portfolio?

KILO.TO and VWUAX have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.