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
5,900 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 |
|---|---|---|---|---|---|---|
| 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 |
| STARPOWER SEMICONDUCTOR LTD. | October 11, 2023 | Elect Gong Yangna as Director Director Elections |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| STARPOWER SEMICONDUCTOR LTD. | October 11, 2023 | Elect Hu Wei as Director Director Elections |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| STARPOWER SEMICONDUCTOR LTD. | October 11, 2023 | Elect Shen Hua as Director Director Elections |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| SYNOPSYS INC. | April 10, 2024 | To vote on a stockholder proposal regarding an independent Board chair requirement, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 11 funds |
FOR 25 funds |
| TAIYO HOLDINGS CO. LTD. | June 15, 2024 | Amend Articles to Abolish Board Structure with Statutory Auditors - Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors - Authorize Board to Determine Income Allocation Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| TARGET CORP. | June 12, 2024 | Shareholder proposal to adopt a policy for an independent board chair. Corporate Governance |
Other | Against | AGAINST 17 funds |
FOR 21 funds |
| TC ENERGY CORP. | June 4, 2024 | SP 1: Disclosure of Board's Independent Assessment From Failing to Obtain Free, Prior, and Informed Consent of TC Energy's Projects. Human Rights or Human Capital/workforce |
Other | Against | AGAINST 10 funds |
FOR 4 funds |
| TCL TECHNOLOGY GROUP CORP. | May 24, 2024 | Elect Liao Qian as Director Director Elections |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| TELEFLEX INC. | May 3, 2024 | Stockholder proposal, if properly presented at the Annual Meeting, to reduce the ownership threshold to call a special stockholder meeting. Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 12 funds |
| TETRA TECHNOLOGIES INC. | May 21, 2024 | To vote on a stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent", if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 3 funds |
| TOTALENERGIES SE | May 24, 2024 | Approve Report on Progress of Company's Sustainability and Climate Transition Plan (Advisory) Environment or Climate |
Other | For | AGAINST 6 funds |
FOR 12 funds |
| TOTALENERGIES SE | May 24, 2024 | Approve Report on Progress of Company's Sustainability and Climate Transition Plan (Advisory) Environment or Climate |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| TRIUMPH GROUP INC. | July 20, 2023 | To consider a stockholder proposal to adopt a policy and amend the Company's governing documents so that two separate people hold the office of Chairman and Chief Executive Officer of the Company. Corporate Governance |
Other | Against | AGAINST 11 funds |
FOR 4 funds |
| UNILEVER PLC | May 1, 2024 | Approve Climate Transition Action Plan Environment or Climate |
Other | For | AGAINST 9 funds |
FOR 8 funds |
| UNITED AIRLINES HOLDINGS INC. | May 22, 2024 | A Vote to Approve the Company's Tax Benefits Preservation Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 17 funds |
FOR 19 funds |
| UPLAND SOFTWARE INC. | June 5, 2024 | To approve the Upland Software, Inc. 2024 Tax Benefit Preservation Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 13 funds |
FOR 2 funds |
| VECTOR GROUP LTD. | July 26, 2023 | Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director. Corporate Governance |
Other | Against | AGAINST 10 funds |
FOR 7 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Independent Board chair Corporate Governance |
Other | Not determined | AGAINST 19 funds |
FOR 37 funds |
| VIBRA ENERGIA SA | April 18, 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 1 fund |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting an independent board chairman. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 25 funds |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To vote on a stockholder proposal entitled, "Adopt a Shareholder Right to Call a Special Shareholder Meeting", if properly presented. Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 25 funds |
| WENDY'S CO. | May 21, 2024 | Stockholder proposal regarding an independent Board Chair, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 6 funds |
| WESTPAC BANKING CORP. | December 14, 2023 | Approve Westpac Climate Change Position Statement and Action Plan Environment or Climate |
Other | For | AGAINST 8 funds |
FOR 3 funds |
| WILL SEMICONDUCTOR CO., LTD. SHANGHAI | December 22, 2023 | Amend Rules and Procedures Regarding General Meetings of Shareholders Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| WILL SEMICONDUCTOR CO., LTD. SHANGHAI | December 22, 2023 | Amend Rules and Procedures Regarding Meetings of Board of Directors Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| WILL SEMICONDUCTOR CO., LTD. SHANGHAI | December 22, 2023 | Amend Rules and Procedures Regarding Meetings of Board of Supervisors Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| WILL SEMICONDUCTOR CO., LTD. SHANGHAI | December 22, 2023 | Amend Working System for Independent Directors Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| XEROX HOLDINGS CORP. | May 22, 2024 | Consider a shareholder proposal requesting a director election resignation bylaw, if properly presented at the meeting. Corporate Governance |
Other | Against | FOR 20 funds |
AGAINST 10 funds |
| YUHAN CORP. | March 15, 2024 | Amend Articles of Incorporation (Business Objectives) Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 2 funds |
| ZOETIS INC. | May 22, 2024 | Shareholder proposal regarding an improvement to our director resignation policy. Corporate Governance |
Other | Against | FOR 15 funds |
AGAINST 20 funds |
| 1-800 FLOWERS.COM INC. | December 14, 2023 | To approve, on an advisory basis, the Company's executive compensation for its named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 5 funds |
| 1-800-FLOWERS.COM INC. | December 14, 2023 | Election of Directors: Celia R. Brown Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 2 funds |
| 1-800-FLOWERS.COM INC. | December 14, 2023 | Election of Directors: Christopher G. McCann Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 2 funds |
| 1-800-FLOWERS.COM INC. | December 14, 2023 | Election of Directors: James F. McCann Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 2 funds |
| 10X GENOMICS INC. | June 11, 2024 | Election of Directors: Election of the one Class II director listed in the accompanying proxy statement, to serve a three-year term expiring at the 2027 annual meeting of stockholders or until such director's successor is duly elected and qualified or until such director's earlier death, resignation, disqualification or removal; Kimberly J. Popovits Director Elections |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| 1ST SOURCE CORP. | April 25, 2024 | Election of Directors for terms expiring April 2027: Ronda Shrewsbury Director Elections |
Board | For | AGAINST 20 funds |
FOR 3 funds |
| 23ANDME HOLDING CO. | September 6, 2023 | Elect three Class II Director Nominees: Richard Scheller Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| 23ANDME HOLDING CO. | September 6, 2023 | Elect three Class II Director Nominees: Valerie Montgomery Rice Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| 2SEVENTY BIO INC. | June 10, 2024 | Election of Class III Directors: Marcela Maus, MD, PhD Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 1 fund |
| 2U INC. | May 20, 2024 | Approval, on a non-binding advisory basis, of the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| 360 SECURITY TECHNOLOGY INC. | May 10, 2024 | Elect Liu Shi'an as Director Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| 3M CO. | May 14, 2024 | To elect 12 members to the Board of Directors, each for a term of one year: Gregory R. Page Director Elections |
Board | For | FOR 16 funds |
AGAINST 19 funds |
| 4D MOLECULAR THERAPEUTICS INC. | May 21, 2024 | Election of one Class I director to hold office until the 2027 Annual Meeting of Stockholders or until their successor is elected: David Kirn, M.D. Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 1 fund |
| 77 BANK LTD. | June 27, 2024 | Elect Director Fukuda, Kazuo Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| 77 BANK LTD. | June 27, 2024 | Elect Director Okuyama, Emiko Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| 77 BANK LTD. | June 27, 2024 | Elect Director Otaki, Seiichi Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| 77 BANK LTD. | June 27, 2024 | Elect Director Oyama, Shigenori Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| A. O. SMITH CORP. | April 9, 2024 | Election of directors: Dr. Ilham Kadri Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 18 funds |
| A. O. SMITH CORP. | April 9, 2024 | Election of directors: Michael M. Larsen Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 18 funds |
| A. O. SMITH CORP. | April 9, 2024 | Election of directors: Victoria M. Holt Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 18 funds |
| A.P. MOLLER-MAERSK A/S | April 26, 2024 | Approve Guidelines for Incentive-Based Compensation for Executive Management and Board for Svitzer Group Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| A.P. MOLLER-MAERSK A/S | April 26, 2024 | Elect Robert M. Uggla as Director Director Elections |
Board | For | FOR 4 funds |
ABSTAIN 1 fund |
| AAC TECHNOLOGIES HOLDINGS INC. | May 23, 2024 | Elect Wu Ingrid Chun Yuan as Director Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| AAR CORP. | September 19, 2023 | Election of four directors named in the proxy statement Nominees: Duncan J. McNabb Director Elections |
Board | For | FOR 19 funds |
AGAINST 7 funds |
| AARON'S COMPANY INC. | May 15, 2024 | Approval, on a non-binding, advisory basis, of the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 4 funds |
| AARTI INDUSTRIES LTD. | August 4, 2023 | Approve Appointment and Remuneration of Ajay Kumar Gupta as Executive Director Compensation |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| AARTI INDUSTRIES LTD. | August 4, 2023 | Elect Ajay Kumar Gupta as Director Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| ABACUS GROUP | November 17, 2023 | Approve Remuneration Report Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ABACUS GROUP | November 17, 2023 | Elect Myra Salkinder as Director Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ABACUS STORAGE KING | November 17, 2023 | Elect Mark Bloom as Director Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ABB INDIA LTD. | April 4, 2024 | Reelect Gopika Pant as Director Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| ABB INDIA LTD. | May 11, 2024 | Reelect Adrian Guggisberg as Director Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| ABB LTD. | March 21, 2024 | Elect Johan Forssell as Director Director Elections |
Board | For | FOR 3 funds |
AGAINST 9 funds |
| ABBVIE INC. | May 3, 2024 | Election of Class III Directors: Glenn F. Tilton Director Elections |
Board | For | FOR 14 funds |
AGAINST 29 funds |
| ABM INDUSTRIES INC. | March 27, 2024 | Election of Directors: Art A. Garcia Director Elections |
Board | For | AGAINST 20 funds |
FOR 10 funds |
| ABRDN PLC | April 24, 2024 | Approve Remuneration Report Compensation |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| AC IMMUNE SA | June 20, 2024 | Reappoint Douglas Williams as Member of the Compensation, Nomination and Corporate Governance Committee Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| AC IMMUNE SA | June 20, 2024 | Reappoint Monika Buetler as Member of the Compensation, Nomination and Corporate Governance Committee Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| AC IMMUNE SA | June 20, 2024 | Reappoint Roy Twyman as Member of the Compensation, Nomination and Corporate Governance Committee Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| AC IMMUNE SA | June 20, 2024 | Reelect Douglas Williams as Director and Board Chair Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| AC IMMUNE SA | June 20, 2024 | Reelect Monika Buetler as Director Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| AC IMMUNE SA | June 20, 2024 | Reelect Roy Twyman as Director Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| ACADEMY SPORTS AND OUTDOORS INC. | June 6, 2024 | Election of Class I Directors: Brian Marley Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 10 funds |
| ACADEMY SPORTS AND OUTDOORS INC. | June 6, 2024 | Election of Class I Directors: Chris Turner Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 10 funds |
| ACADEMY SPORTS AND OUTDOORS INC. | June 6, 2024 | Election of Class I Directors: Steve Lawrence Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 10 funds |
| ACADEMY SPORTS AND OUTDOORS INC. | June 6, 2024 | Election of Class I Directors: Tom Nealon Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 10 funds |
| ACCEL ENTERTAINMENT INC. | May 9, 2024 | Election of Class II Directors: Gordon Rubenstein Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 2 funds |
| ACCELLERON INDUSTRIES AG | May 7, 2024 | Approve Creation of Capital Band within the Upper Limit of CHF 1 Million and the Lower Limit of CHF 897,750 with or without Exclusion of Preemptive Rights Capital Structure |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| ACCIONA SA | June 19, 2024 | Reelect Javier Sendagorta Gomez del Campillo as Director Director Elections |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| ACCIONA SA | June 19, 2024 | Reelect Jose Manuel Entrecanales Domecq as Director Director Elections |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| ACCIONA SA | June 19, 2024 | Reelect Maria Dolores Dancausa Trevino as Director Director Elections |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| ACCOLADE INC. | August 8, 2023 | Election of Directors: Patricia Wadors Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 1 fund |
| ACCOLADE INC. | August 8, 2023 | Election of Directors: Peter Klein Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 1 fund |
| ACCOLADE INC. | August 8, 2023 | Election of Directors: Rajeev Singh Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 1 fund |
| ACCURAY INC. | November 9, 2023 | Election of Directors: Mika Nishimura Director Elections |
Board | For | FOR 11 funds |
AGAINST 3 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.