KILO.TO vs. XEQT.TO
KILO.TO (Purpose Gold Bullion Fund) and XEQT.TO (iShares Core Equity ETF Portfolio) are both exchange-traded funds - KILO.TO is a Gold fund actively managed by Purpose Investments, while XEQT.TO is a Global Equities fund actively managed by iShares. Both are actively managed. Over the past 5 years, KILO.TO returned 16.78%/yr vs 13.61%/yr for XEQT.TO. At a 0.14 correlation, their price movements are largely independent. KILO.TO charges 0.28%/yr vs 0.20%/yr for XEQT.TO.
Performance
KILO.TO vs. XEQT.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 XEQT.TO's 12.92% 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*
- —
XEQT.TO
- 1D
- -1.14%
- 1M
- 2.18%
- YTD
- 12.92%
- 6M
- 12.31%
- 1Y
- 30.22%
- 3Y*
- 23.00%
- 5Y*
- 13.61%
- 10Y*
- —
KILO.TO vs. XEQT.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% |
XEQT.TO iShares Core Equity ETF Portfolio | 12.92% | 20.57% | 24.38% | 17.27% | -10.99% | 18.98% | 9.28% |
Correlation
The correlation between KILO.TO and XEQT.TO is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Aug 20, 2020 | 0.14 |
The correlation between KILO.TO and XEQT.TO shifts across timeframes, from 0.14 (5 years) to 0.33 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
KILO.TO vs. XEQT.TO — Risk / Return Rank
KILO.TO
XEQT.TO
KILO.TO vs. XEQT.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Purpose Gold Bullion Fund (KILO.TO) and iShares Core Equity ETF Portfolio (XEQT.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 | XEQT.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.79 | ||
| Sortino ratioReturn per unit of downside risk | -2.34 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.46 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.76 | 3.68 | -2.92 |
| Martin ratioReturn relative to average drawdown | 2.01 | 15.80 | -13.79 |
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Drawdowns
KILO.TO vs. XEQT.TO - Drawdown Comparison
The maximum KILO.TO drawdown since its inception was -24.90%, smaller than the maximum XEQT.TO drawdown of -29.74%. Use the drawdown chart below to compare losses from any high point for KILO.TO and XEQT.TO.
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Drawdown Indicators
| KILO.TO | XEQT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.90% | -29.74% | +4.84% |
Max Drawdown (1Y)Largest decline over 1 year | -24.90% | -8.25% | -16.65% |
Max Drawdown (3Y)Largest decline over 3 years | -24.90% | -15.08% | -9.82% |
Max Drawdown (5Y)Largest decline over 5 years | -24.90% | -19.55% | -5.35% |
Current DrawdownCurrent decline from peak | -24.51% | -1.19% | -23.32% |
Average DrawdownAverage peak-to-trough decline | -6.79% | -4.08% | -2.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.44% | 1.92% | +7.52% |
Volatility
KILO.TO vs. XEQT.TO - Volatility Comparison
Purpose Gold Bullion Fund (KILO.TO) has a higher volatility of 7.88% compared to iShares Core Equity ETF Portfolio (XEQT.TO) at 4.65%. This indicates that KILO.TO's price experiences larger fluctuations and is considered to be riskier than XEQT.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 | XEQT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.88% | 4.65% | +3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 23.72% | 10.12% | +13.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.23% | 12.24% | +14.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.13% | 13.24% | +4.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.86% | 15.57% | +2.29% |
KILO.TO vs. XEQT.TO - Expense Ratio Comparison
KILO.TO has a 0.28% expense ratio, which is higher than XEQT.TO's 0.20% expense ratio.
Dividends
KILO.TO vs. XEQT.TO - Dividend Comparison
KILO.TO has not paid dividends to shareholders, while XEQT.TO's dividend yield for the trailing twelve months is around 1.48%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
KILO.TO Purpose Gold Bullion Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.41% | 0.00% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.48% | 1.66% | 2.03% | 2.09% | 2.14% | 1.66% | 1.69% | 1.21% |
Frequently Asked Questions
KILO.TO and XEQT.TO have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XEQT.TO is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XEQT.TO is cheaper with a 0.20% expense ratio, compared with 0.28% for KILO.TO.
KILO.TO is categorized as Gold, while XEQT.TO is Global Equities. They also come from different issuers: Purpose Investments and iShares. Their fees differ too: 0.28% for KILO.TO and 0.20% for XEQT.TO.
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