KILO.TO vs. XUU-U.TO

Last updated Jun 4, 2026

KILO.TO (Purpose Gold Bullion Fund) and XUU-U.TO (iShares Core S&P U.S. Total Market Index ETF) are both exchange-traded funds - KILO.TO is a fund fund, while XUU-U.TO is a Large Cap Blend Equities fund tracking the S&P Total Market Index. Over the past 5 years, KILO.TO returned 17.39%/yr vs 15.74%/yr for XUU-U.TO. At a correlation of -0.10, they often move in opposite directions.

Performance

KILO.TO vs. XUU-U.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Purpose Gold Bullion Fund (KILO.TO) and iShares Core S&P U.S. Total Market Index ETF (XUU-U.TO). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

KILO.TO is traded in CAD, while XUU-U.TO is traded in USD. To make them comparable, the XUU-U.TO 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 2.15% return, which is significantly lower than XUU-U.TO's 12.58% return.

KILO.TO

• 1D: -0.72%
• 1M: -1.92%
• YTD: 2.15%
• 6M: 4.08%
• 1Y: 29.64%
• 3Y*: 29.46%
• 5Y*: 17.39%
• 10Y*: —

XUU-U.TO

• 1D: 0.03%
• 1M: 7.44%
• YTD: 12.58%
• 6M: 10.92%
• 1Y: 29.83%
• 3Y*: 22.81%
• 5Y*: 15.74%
• 10Y*: —

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

KILO.TO vs. XUU-U.TO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
KILO.TO Purpose Gold Bullion Fund	2.15%	60.17%	25.97%	12.15%	-0.90%	-4.72%	22.91%	1.70%
XUU-U.TO iShares Core S&P U.S. Total Market Index ETF	12.58%	11.00%	33.03%	23.73%	-14.72%	26.98%	16.71%	6.48%

Correlation

The correlation between KILO.TO and XUU-U.TO is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.01
Correlation (3Y) Calculated over the trailing 3-year period	-0.06
Correlation (5Y) Calculated over the trailing 5-year period	-0.08
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019	-0.10

The correlation between KILO.TO and XUU-U.TO shifts across timeframes, from -0.10 (all time) to 0.01 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

KILO.TO vs. XUU-U.TO — 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: 30
KILO.TO Sharpe Ratio Rank: 30
KILO.TO Sortino Ratio Rank: 28
KILO.TO Omega Ratio Rank: 33
KILO.TO Calmar Ratio Rank: 30
KILO.TO Martin Ratio Rank: 27

XUU-U.TO

XUU-U.TO Risk / Return Rank: 72
XUU-U.TO Sharpe Ratio Rank: 71
XUU-U.TO Sortino Ratio Rank: 69
XUU-U.TO Omega Ratio Rank: 81
XUU-U.TO Calmar Ratio Rank: 64
XUU-U.TO Martin Ratio Rank: 77

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. XUU-U.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 S&P U.S. Total Market Index ETF (XUU-U.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.

	KILO.TO	XUU-U.TO	Difference
Sharpe ratio: Return per unit of total volatility	1.13	2.51	-1.38
Sortino ratio: Return per unit of downside risk	1.54	3.34	-1.80
Omega ratio: Gain probability vs. loss probability	1.22	1.49	-0.26
Calmar ratio: Return relative to maximum drawdown	1.52	3.49	-1.98
Martin ratio: Return relative to average drawdown	3.74	13.31	-9.57
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

KILO.TO vs. XUU-U.TO - Sharpe Ratio Comparison

The current KILO.TO Sharpe Ratio is 1.13, which is lower than the XUU-U.TO Sharpe Ratio of 2.51. The chart below compares the historical Sharpe Ratios of KILO.TO and XUU-U.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	KILO.TO	XUU-U.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.13	2.51	-1.38
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.98	0.97	0.00
Sharpe Ratio (All Time) Calculated using the full available price history	1.01	0.96	+0.05

Drawdowns

KILO.TO vs. XUU-U.TO - Drawdown Comparison

The maximum KILO.TO drawdown since its inception was -22.67%, smaller than the maximum XUU-U.TO drawdown of -24.77%. Use the drawdown chart below to compare losses from any high point for KILO.TO and XUU-U.TO.

Drawdown Indicators

	KILO.TO	XUU-U.TO	Difference
Max Drawdown Largest peak-to-trough decline	-22.67%	-24.77%	+2.10%
Max Drawdown (1Y) Largest decline over 1 year	-19.62%	-8.58%	-11.04%
Max Drawdown (3Y) Largest decline over 3 years	-19.62%	-20.06%	+0.44%
Max Drawdown (5Y) Largest decline over 5 years	-21.31%	-22.68%	+1.37%
Current Drawdown Current decline from peak	-18.25%	0.00%	-18.25%
Average Drawdown Average peak-to-trough decline	-7.20%	-4.88%	-2.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.94%	2.25%	+5.69%

Volatility

KILO.TO vs. XUU-U.TO - Volatility Comparison

Purpose Gold Bullion Fund (KILO.TO) has a higher volatility of 5.22% compared to iShares Core S&P U.S. Total Market Index ETF (XUU-U.TO) at 2.86%. This indicates that KILO.TO's price experiences larger fluctuations and is considered to be riskier than XUU-U.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	KILO.TO	XUU-U.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.22%	2.86%	+2.36%
Volatility (6M) Calculated over the trailing 6-month period	22.51%	9.19%	+13.32%
Volatility (1Y) Calculated over the trailing 1-year period	26.35%	11.93%	+14.42%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.92%	16.25%	+1.67%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.08%	17.36%	+0.72%

Dividends

KILO.TO vs. XUU-U.TO - Dividend Comparison

KILO.TO has not paid dividends to shareholders, while XUU-U.TO's dividend yield for the trailing twelve months is around 0.74%.

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%
XUU-U.TO iShares Core S&P U.S. Total Market Index ETF	0.74%	0.83%	0.76%	0.85%	1.01%	0.77%	0.90%	0.38%

Frequently Asked Questions

Can I hold both KILO.TO and XUU-U.TO in my portfolio?

KILO.TO and XUU-U.TO have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.