Home › Asset managers › Compare 2023-2024 › Dimensional vs Invesco
Dimensional 2023-2024 · Invesco 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 67,523 | 61,623 | 5,567 | 333 | 91.7% | 91.5% |
| Board proposals | 56,210 | 50,709 | 5,322 | 179 | 90.5% | 90.4% |
| E&S shareholder proposals | 393 | 260 | 15 | 118 | 94.5% | 85.7% |
| Other items | 10,920 | 10,654 | 230 | 36 | 97.9% | 97.7% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
266 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Dimensional | Invesco |
|---|---|---|---|---|---|---|
| GONGNIU GROUP CO. LTD. | January 5, 2024 | Elect Ruan Liping as Director Director Elections |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| GONGNIU GROUP CO. LTD. | January 5, 2024 | Elect Ruan Xueping as Director Director Elections |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| GROUPON INC. | June 12, 2024 | To approve one or more adjournments of the Annual Meeting to a later date or dates if necessary or appropriate to solicit additional proxies if there are insufficient votes to approve the other proposals at the time of the Annual Meeting. Corporate Governance |
Other | For | AGAINST 6 funds |
FOR 1 fund |
| GUANGDONG HAID GROUP CO. LTD. | October 9, 2023 | Approve to Adjust the Performance Assessment Indicators of the Employee Share Purchase Plan Compensation |
Other | For | AGAINST 5 funds |
FOR 1 fund |
| HANGZHOU OXYGEN PLANT GROUP CO. LTD. | January 26, 2024 | Elect Hua Wei as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| HANGZHOU OXYGEN PLANT GROUP CO. LTD. | January 26, 2024 | Elect Ren Qilong as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| HANGZHOU OXYGEN PLANT GROUP CO. LTD. | January 26, 2024 | Elect Tong Jun as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | July 5, 2023 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. Other |
Other | None | FOR 1 fund |
AGAINST 1 fund |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | November 30, 2023 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. Other |
Other | None | FOR 1 fund |
AGAINST 2 funds |
| HF SINCLAIR CORP. | May 22, 2024 | Stockholder proposal regarding special shareholder meeting improvement, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | FOR 20 funds |
AGAINST 14 funds |
| HIKMA PHARMACEUTICALS PLC | April 25, 2024 | Approve Waiver of Rule 9 of the Takeover Code Shareholder Rights and Defenses |
Other | For | AGAINST 10 funds |
FOR 2 funds |
| HOCHSCHILD MINING PLC | June 13, 2024 | Approve Waiver of Rule 9 of the Takeover Code Shareholder Rights and Defenses |
Other | For | AGAINST 9 funds |
FOR 1 fund |
| HOLCIM AG | May 8, 2024 | APPROVE CLIMATE REPORT Environment or Climate |
Other | For | AGAINST 4 funds |
FOR 6 funds |
| HONEYWELL INTERNATIONAL INC. | May 14, 2024 | Shareowner Proposal - Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 26 funds |
| HOVNANIAN ENTERPRISES INC. | March 21, 2024 | Approval of an amendment to the Company's Stockholder Rights Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 19 funds |
FOR 4 funds |
| HUAGONG TECH CO. LTD. | May 7, 2024 | Elect Ai Jiao as Director Director Elections |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| HUAGONG TECH CO. LTD. | May 7, 2024 | Elect Ma Xinqiang as Director Director Elections |
Other | For | FOR 6 funds |
AGAINST 1 fund |
| HUANENG POWER INTERNATIONAL INC. | December 5, 2023 | Elect Li Haifeng as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| HUANENG POWER INTERNATIONAL INC. | December 5, 2023 | Elect Wang Kui as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| ICADE SA | April 19, 2024 | Approve Report on Progress of Company's Biodiversity Preservation Plan Environment or Climate |
Other | For | AGAINST 1 fund |
FOR 2 funds |
| ICADE SA | April 19, 2024 | Approve Report on Progress of Company's Climate Transition Plan Environment or Climate |
Other | For | AGAINST 1 fund |
FOR 2 funds |
| INDUSTRIAL BANK CO. LTD. | June 20, 2024 | Elect Zhu Kun as Director Director Elections |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| INGENIC SEMICONDUCTOR CO. LTD. | May 13, 2024 | Elect Xiao Limin as Independent Director Director Elections |
Other | For | AGAINST 5 funds |
FOR 1 fund |
| INGENIC SEMICONDUCTOR CO. LTD. | May 13, 2024 | Elect Yu Renrong as Non-independent Director Director Elections |
Other | For | AGAINST 5 funds |
FOR 1 fund |
| INMOBILIARIA COLONIAL SOCIMI SA | June 11, 2024 | Fix Number of Directors at 14 Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 3 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting a Right to Act by Written Consent Corporate Governance |
Other | Against | AGAINST 17 funds |
FOR 29 funds |
| INTERPUBLIC GROUP OF COMPANIES INC. | May 23, 2024 | Stockholder proposal entitled "Independent Board Chairman". Corporate Governance |
Other | Against | AGAINST 21 funds |
FOR 19 funds |
| ISRACARD LTD. | April 11, 2024 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. Corporate Governance |
Other | None | FOR 1 fund |
AGAINST 2 funds |
| ISRAEL DISCOUNT BANK LTD. | August 16, 2023 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. Corporate Governance |
Other | None | FOR 1 fund |
AGAINST 2 funds |
| ISRAEL DISCOUNT BANK LTD. | February 7, 2024 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. Corporate Governance |
Other | None | FOR 1 fund |
AGAINST 3 funds |
| JBS SA | April 26, 2024 | Fix Number of Directors at 11 Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 3 funds |
| JIANGXI COPPER COMPANY LTD. | June 6, 2024 | Elect Zheng Gaoqing as Director and Authorize Any One Executive Director to Enter into a Service Contract with Him Director Elections |
Other | For | FOR 3 funds |
AGAINST 2 funds |
| K+S AG | May 14, 2024 | Amend Articles Re: Virtual-Only Shareholder Meetings Until 2029 Corporate Governance |
Other | Against | FOR 2 funds |
AGAINST 1 fund |
| KELLANOVA | April 26, 2024 | Shareowner proposal requesting adoption of a policy requiring the Board Chair to be an independent director, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 22 funds |
| KEYCORP | May 9, 2024 | Shareholder proposal seeking an independent Board Chairperson. Corporate Governance |
Other | Against | AGAINST 20 funds |
FOR 20 funds |
| KLABIN SA | April 16, 2024 | As a Preferred Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Corporate Governance |
Other | None | FOR 3 funds |
ABSTAIN 3 funds |
| KLABIN SA | April 16, 2024 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | None | FOR 3 funds |
ABSTAIN 3 funds |
| KLABIN SA | April 16, 2024 | Percentage of Votes to Be Assigned - Elect Isabella Saboya de Albuquerque as Independent Director and Joao Pinheiro Nogueira Batista as Alternate Director Elections |
Other | None | FOR 3 funds |
AGAINST 3 funds |
| KLABIN SA | April 16, 2024 | Percentage of Votes to Be Assigned - Elect Marcelo Mesquita de Siqueira Filho Independent as Director and Marcelo de Aguiar Oliveira as Alternate Director Elections |
Other | None | ABSTAIN 3 funds |
AGAINST 3 funds |
| KLABIN SA | April 16, 2024 | Percentage of Votes to Be Assigned - Elect Roberto Diniz Junqueira Neto as Independent Director and Gastao de Souza Mesquita Filho as Alternate Director Elections |
Other | None | FOR 3 funds |
AGAINST 3 funds |
| KT&G CORP. | March 28, 2024 | Elect Son Dong-hwan as Outside Director (Shareholder Proposal) Director Elections |
Other | Against | FOR 3 funds |
AGAINST 4 funds |
| LEONARDO SPA | May 24, 2024 | Amend Company Bylaws Re: Article 18.4 Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 8 funds |
| LINCOLN NATIONAL CORP. | May 23, 2024 | Shareholder proposal to amend our governing documents to provide for an independent chairman of the board. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 13 funds |
| LSB INDUSTRIES INC. | May 23, 2024 | Proposal to approve the Amended and Restated Section 382 Rights Agreement in order to extend the term of the Company's existing rights plan. Shareholder Rights and Defenses |
Other | For | AGAINST 18 funds |
FOR 3 funds |
| LUMEN TECHNOLOGIES INC. | May 15, 2024 | Ratify the Amendment and Restatement of Our NOL Rights Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 2 funds |
FOR 6 funds |
| MARKETAXESS HOLDINGS INC. | June 5, 2024 | If properly presented, a stockholder proposal to adopt a right to call a special stockholder meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 17 funds |
| MARSH & MCLENNAN COMPANIES INC. | May 16, 2024 | Stockholder Proposal - Shareholder Right to Act by Written Consent Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 24 funds |
| MASTERCARD INC. | June 18, 2024 | Consideration of a stockholder proposal requesting a director election resignation bylaw Corporate Governance |
Other | Against | FOR 14 funds |
AGAINST 35 funds |
| MERCK & CO. INC. | May 28, 2024 | Shareholder proposal regarding a shareholder right to act by written consent Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 43 funds |
| MERIDIANLINK INC. | June 6, 2024 | Approval of the adjournment of the annual meeting to the extent there are insufficient votes at the annual meeting to approve any of proposals 1-4. Corporate Governance |
Other | For | AGAINST 18 funds |
FOR 1 fund |
| MICRON TECHNOLOGY INC. | January 18, 2024 | PROPOSAL BY THE COMPANY TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE PROXY STATEMENT. Say-on-Pay |
Other | For | AGAINST 15 funds |
FOR 40 funds |
| MITSUBISHI CORP. | June 21, 2024 | Amend Articles to Amend Business Lines - Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors - Authorize Board to Determine Income Allocation Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 5 funds |
| MITSUBISHI UFJ FINANCIAL GROUP INC. | June 27, 2024 | Amend Articles to Add Provision on Director Competencies to Manage Climate-Related Business Risks and Opportunities Corporate Governance |
Other | Against | AGAINST 5 funds |
FOR 1 fund |
| MIXI INC. | June 26, 2024 | Amend Articles to Allow Virtual Only Shareholder Meetings Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| MOODY'S CORP. | April 16, 2024 | Stockholder proposal requesting that stockholders owning 15% of the Company's common stock be able to call special meetings of stockholders. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 23 funds |
| NAURA TECHNOLOGY GROUP CO. LTD. | May 28, 2024 | Elect Yang Liu as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| NETFLIX INC. | June 6, 2024 | Stockholder proposal entitled, "Director Election Resignation Bylaw Proposal," if properly presented at the meeting. Corporate Governance |
Other | Against | FOR 11 funds |
AGAINST 39 funds |
| NEW HOPE CORPORATION LTD. | November 23, 2023 | Approve Capital Protection Environment or Climate |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| NINETY ONE PLC | July 26, 2023 | Approve Climate Strategy Environment or Climate |
Other | For | AGAINST 7 funds |
FOR 1 fund |
| OLIN CORP. | April 25, 2024 | Shareholder Proposal Corporate Governance |
Other | Against | FOR 16 funds |
AGAINST 10 funds |
| ONEOK INC. | September 21, 2023 | To consider and vote on a proposal to approve the adjournment of the ONEOK Special Meeting, if necessary or appropriate, to solicit additional votes from shareholders if there are not sufficient votes to adopt the Stock Issuance Proposal (the "ONEOK Adjournment Proposal"). Corporate Governance |
Other | For | FOR 16 funds |
AGAINST 25 funds |
| ORACLE CORP. | November 15, 2023 | Stockholder Proposal Regarding Independent Board Chairman Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 36 funds |
| ORASURE TECHNOLOGIES INC. | May 14, 2024 | Approval to Adjourn Annual Meeting to a Later Date or Dates, if Necessary, or Appropriate, to Permit Further Solicitation and Vote of Proxies In the Event that there are Insufficient Votes for, or Otherwise, In Connection Connection with the Approval of the Foregoing Proposals. Corporate Governance |
Other | For | FOR 20 funds |
AGAINST 9 funds |
| ORICA LTD. | December 13, 2023 | Approve Advisory Vote on Climate Action Report Environment or Climate |
Other | For | AGAINST 8 funds |
FOR 4 funds |
| OSAKA GAS CO. LTD. | June 27, 2024 | Amend Articles to Authorize Board to Determine Income Allocation Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 4 funds |
| OSHKOSH CORP. | May 7, 2024 | To vote on a shareholder proposal on the subject of majority vote director elections. Corporate Governance |
Other | Against | FOR 21 funds |
AGAINST 13 funds |
| OTIS WORLDWIDE CORP. | May 16, 2024 | Shareholder proposal regarding policy on majority voting in director elections Corporate Governance |
Other | Against | FOR 15 funds |
AGAINST 20 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 18, 2024 | To approve one or more adjournments of the meeting from time to time, if necessary or appropriate (as determined by our board of directors or the chairperson of the meeting), including to solicit additional proxies to vote in favor of any of Proposals 1-6 above in the event that there are insufficient votes at the time of the meeting to establish a quorum or approve any of Proposals 1-6 above. Corporate Governance |
Other | For | AGAINST 13 funds |
FOR 3 funds |
| PACKAGING CORPORATION OF AMERICA | May 8, 2024 | Proposal to amend the Director Election Resignation Bylaw. Corporate Governance |
Other | Against | FOR 17 funds |
AGAINST 20 funds |
| PENNON GROUP PLC | July 20, 2023 | Approve Climate-Related Financial Disclosures Environment or Climate |
Other | For | AGAINST 10 funds |
FOR 4 funds |
| PFIZER INC. | April 25, 2024 | Adopt an Independent Board Chair Policy Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 30 funds |
| PFSWEB INC. | August 29, 2023 | Approve an amendment to the Rights Agreement with Computershare Inc. as rights agent; Shareholder Rights and Defenses |
Other | For | AGAINST 13 funds |
FOR 1 fund |
| PHOENIX HOLDINGS LTD. | July 4, 2023 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. Other |
Other | None | FOR 1 fund |
AGAINST 2 funds |
| PHOENIX HOLDINGS LTD. | August 2, 2023 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. Other |
Other | None | FOR 1 fund |
AGAINST 1 fund |
| PHOENIX HOLDINGS LTD. | January 4, 2024 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. Other |
Other | None | FOR 1 fund |
AGAINST 2 funds |
| PHOENIX HOLDINGS LTD. | March 7, 2024 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. Other |
Other | None | FOR 1 fund |
AGAINST 1 fund |
| PRADA SPA | April 24, 2024 | Elect Marina Sylvia Caprotti as Director Director Elections |
Other | For | AGAINST 8 funds |
FOR 5 funds |
| PRADA SPA | April 24, 2024 | Elect Miuccia Prada Bianchi as Director Director Elections |
Other | For | AGAINST 8 funds |
FOR 5 funds |
| PRADA SPA | April 24, 2024 | Elect Paolo Zannoni as Director Director Elections |
Other | For | AGAINST 8 funds |
FOR 5 funds |
| PRADA SPA | April 24, 2024 | Elect Yoel Zaoui as Director Director Elections |
Other | For | AGAINST 8 funds |
FOR 5 funds |
| PRUDENTIAL FINANCIAL INC. | May 14, 2024 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 18 funds |
FOR 24 funds |
| REPSOL SA | May 9, 2024 | Advisory Vote on the Company's Energy Transition Strategy Environment or Climate |
Other | For | AGAINST 7 funds |
FOR 4 funds |
| RESTAURANT BRANDS INTERNATIONAL INC. | June 6, 2024 | Consider a shareholder proposal to require Board Chair to be independent. Corporate Governance |
Other | Against | AGAINST 11 funds |
FOR 4 funds |
| SAIC MOTOR CORP. LTD. | June 28, 2024 | Approve Report of the Board of Directors Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| SALESFORCE INC. | June 27, 2024 | A stockholder proposal requesting a policy to require the Chair of the Board be an independent member of the Board and not a former CEO of the Company, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 31 funds |
| SANDRIDGE ENERGY INC. | June 12, 2024 | Approve an extension of the Tax Benefits Preservation Plan from July 1, 2023 to July 1, 2026. Shareholder Rights and Defenses |
Other | For | AGAINST 14 funds |
FOR 2 funds |
| SASOL LTD. | November 17, 2023 | Approve Climate Change Report Environment or Climate |
Other | For | AGAINST 8 funds |
FOR 3 funds |
| SASOL LTD. | January 19, 2024 | Approve Climate Change Report Environment or Climate |
Other | For | AGAINST 6 funds |
FOR 1 fund |
| SEB SA | May 23, 2024 | Elect Pascal Girardot as Director Director Elections |
Other | Against | AGAINST 2 funds |
FOR 3 funds |
| SHANDONG WEIGAO GROUP MEDICAL POLYMER COMPANY LTD. | May 28, 2024 | Amend Existing Articles of Association and Adopt New Articles of Association Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| SHELL PLC | May 21, 2024 | Approve the Shell Energy Transition Strategy Environment or Climate |
Other | For | AGAINST 2 funds |
FOR 6 funds |
| SHELL PLC | May 21, 2024 | Approve the Shell Energy Transition Strategy Environment or Climate |
Other | For | AGAINST 9 funds |
FOR 11 funds |
| SHENGYI TECHNOLOGY CO. LTD. | June 5, 2024 | Elect Chen Renxi as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| SHENGYI TECHNOLOGY CO. LTD. | June 5, 2024 | Elect Deng Chunhua as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| SHENGYI TECHNOLOGY CO. LTD. | June 5, 2024 | Elect Du Jiaju as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| SHENGYI TECHNOLOGY CO. LTD. | June 5, 2024 | Elect Liu Libin as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| SHENNAN CIRCUITS CO. LTD. | April 18, 2024 | Elect Li Peiyin as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| SMITH & WESSON BRANDS INC. | September 19, 2023 | A stockholder proposal (right to call special shareholder meeting). Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 2 funds |
| SOUTHWEST GAS HOLDINGS INC. | May 2, 2024 | To APPROVE, the Company's Tax-Free Spin Protection Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 12 funds |
FOR 6 funds |
| SSE PLC | July 20, 2023 | Approve Net Zero Transition Report Environment or Climate |
Other | For | AGAINST 12 funds |
FOR 4 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.