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Equitable vs Invesco: how alike they voted, 2023-2024

94.7% When both took a single position, they voted the same way on 94.7% of 49,281 items (46,680 the same, 2,601 different). 5,714 items where at least one of them split its funds are listed separately below. Both voted on 54,995 items in all.

Equitable 2023-2024 · Invesco 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 54,99546,6802,601 5,71494.7%90.8%
Board proposals 46,47139,0512,460 4,96094.1%90.1%
E&S shareholder proposals 3941175 27295.9%78.4%
Other items 8,1307,512136 48298.2%95.8%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

5,714 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.

CompanyMeetingProposalOn the ballot from Board recommendedEquitableInvesco
TRITON INTERNATIONAL LTD. August 24, 2023 Adjournment Proposal - To adjourn the Special General Meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the Merger Proposal at the Special General Meeting
Corporate Governance
Other For Split
5 FOR, 3 ABSTAIN
FOR
6 funds
TSURUHA HOLDINGS INC. August 10, 2023 Amend Articles to Abolish Company Chairperson and Company Vice Chairperson Posts
Corporate Governance
Other Contested Split
1 AGAINST, 1 ABSTAIN
AGAINST
1 fund
TSURUHA HOLDINGS INC. August 10, 2023 Amend Articles to Separate Chairperson of the Board and CEO, and Appoint Outside Director as Board Chairperson
Corporate Governance
Other Contested Split
1 AGAINST, 1 ABSTAIN
FOR
1 fund
TSURUHA HOLDINGS INC. August 10, 2023 Amend Restricted Stock Plan
Compensation
Other Contested Split
1 AGAINST, 1 ABSTAIN
FOR
1 fund
TSURUHA HOLDINGS INC. August 10, 2023 Appoint Shareholder Director Nominee Ikeda, Akiko
Director Elections
Other Contested Split
1 AGAINST, 1 ABSTAIN
FOR
1 fund
TSURUHA HOLDINGS INC. August 10, 2023 Appoint Shareholder Director Nominee Tamagami, Muneto
Director Elections
Other Contested Split
1 AGAINST, 1 ABSTAIN
FOR
1 fund
TSURUHA HOLDINGS INC. August 10, 2023 Appoint Shareholder Director and Audit Committee Member Nominee Gohara, Nobuo
Director Elections
Other Contested Split
1 AGAINST, 1 ABSTAIN
FOR
1 fund
TSURUHA HOLDINGS INC. August 10, 2023 Appoint Shareholder Director and Audit Committee Member Nominee Nakahata, Yuko
Director Elections
Other Contested Split
1 AGAINST, 1 ABSTAIN
FOR
1 fund
TSURUHA HOLDINGS INC. August 10, 2023 Appoint Shareholder Director and Audit Committee Member Nominee Nakamura, Motohiko
Director Elections
Other Contested Split
1 AGAINST, 1 ABSTAIN
FOR
1 fund
TSURUHA HOLDINGS INC. August 10, 2023 Approve Compensation for Outside Directors Who Are Audit Committee Members
Compensation
Other Contested Split
1 AGAINST, 1 ABSTAIN
AGAINST
1 fund
TSURUHA HOLDINGS INC. August 10, 2023 Approve Compensation for Outside Directors Who Are Not Audit Committee Members
Compensation
Other Contested Split
1 AGAINST, 1 ABSTAIN
AGAINST
1 fund
TSURUHA HOLDINGS INC. August 10, 2023 Remove Incumbent Director and Audit Committee Member Fujii, Fumiyo
Director Elections
Other Contested Split
1 AGAINST, 1 ABSTAIN
FOR
1 fund
TYLER TECHNOLOGIES INC. May 9, 2024 Shareholder Proposal Regarding a Simple Majority Vote.
Corporate Governance
Other Not determined Split
23 FOR, 1 AGAINST
FOR
22 funds
UBER TECHNOLOGIES INC. May 6, 2024 Management proposal to amend the Certificate of Incorporation to reflect Delaware law provisions regarding exculpation of officers.
Corporate Governance
Other For Split
18 FOR, 2 AGAINST
FOR
27 funds
UBS GROUP AG April 24, 2024 Transact Other Business (Voting)
Corporate Governance
Other None Split
2 AGAINST, 4 ABSTAIN
AGAINST
4 funds
UNILEVER PLC May 1, 2024 Approve Climate Transition Action Plan
Environment or Climate
Other For Split
9 FOR, 1 AGAINST
FOR
8 funds
UNITED MICROELECTRONICS CORP. May 30, 2024 Approve Amendments to Articles of Association
Corporate Governance
Other For Split
1 FOR, 1 AGAINST
FOR
4 funds
UNITED PARCEL SERVICE INC. May 2, 2024 To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share.
Shareholder Rights and Defenses
Other Not determined Split
16 FOR, 6 AGAINST
FOR
30 funds
UNITED STATES STEEL CORP. April 12, 2024 To approve any adjournment of the special meeting of stockholders of United States Steel Corporation (the "Special Meeting"), if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting.
Corporate Governance
Other For Split
3 FOR, 4 ABSTAIN
FOR
8 funds
UNIVERSAL HEALTH SERVICES INC. May 15, 2024 To act on a stockholder proposal to elect each director annually, if properly presented at the meeting.
Shareholder Rights and Defenses
Other Against Split
13 FOR, 5 AGAINST
FOR
26 funds
URSTADT BIDDLE PROPERTIES INC. August 16, 2023 Adjournment Proposal: To approve one or more adjournments of the special meeting, if necessary or appropriate, to solicit additional proxies in favor of the Merger Proposal.
Corporate Governance
Other For Split
5 FOR, 2 ABSTAIN
FOR
6 funds
VALLEY NATIONAL BANCORP May 21, 2024 A shareholder proposal to provide shareholders with the right to ratify executive termination pay if properly presented at the Annual Meeting of Shareholders.
Compensation
Other Against Split
4 FOR, 4 AGAINST
FOR
6 funds
VAT GROUP AG May 14, 2024 Transact Other Business (Voting)
Corporate Governance
Other For Split
3 AGAINST, 3 ABSTAIN
AGAINST
7 funds
VEEVA SYSTEMS INC. June 12, 2024 To approve an amendment and restatement of our Certificate of Incorporation to reflect the Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For Split
5 FOR, 1 AGAINST
FOR
9 funds
VERISK ANALYTICS INC. May 15, 2024 Shareholder Proposal - Simple Majority Vote
Corporate Governance
Other None Split
14 FOR, 6 AGAINST
FOR
28 funds
VERITIV CORP. October 17, 2023 Adjournment Proposal - To approve one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the Special Meeting to approve the Merger Proposal.
Corporate Governance
Other For Split
4 FOR, 2 ABSTAIN
FOR
10 funds
VERIZON COMMUNICATIONS INC. May 9, 2024 Amend Clawback Policy
Compensation
Other Not determined Split
11 FOR, 8 AGAINST
FOR
37 funds
VERIZON COMMUNICATIONS INC. May 9, 2024 Independent Board chair
Corporate Governance
Other Not determined Split
5 FOR, 15 AGAINST
FOR
37 funds
VERTEX PHARMACEUTICALS INC. May 15, 2024 Shareholder proposal, if properly presented at the meeting, regarding special shareholder meeting improvement.
Corporate Governance
Other Against Split
11 FOR, 11 AGAINST
AGAINST
31 funds
VIBRA ENERGIA SA April 18, 2024 Percentage of Votes to Be Assigned - Elect Claudio Antonio Goncalves as Independent Director
Director Elections
Other None Split
1 FOR, 1 AGAINST
FOR
1 fund
VIMEO INC. May 21, 2024 To approve the amendment to the Amended and Restated Certificate of Incorporation of Vimeo, Inc. (the "Charter") to provide for officer exculpation.
Corporate Governance
Other For Split
4 FOR, 2 AGAINST
AGAINST
2 funds
VISA INC. January 23, 2024 To vote on a stockholder proposal requesting that the Board adopt a policy to seek shareholder ratification of certain termination pay arrangements.
Compensation
Other Against Split
2 FOR, 25 AGAINST
AGAINST
41 funds
VOESTALPINE AG July 5, 2023 Approve Discharge of Supervisory Board for Fiscal Year 2022/23
Corporate Governance
Other For Split
4 FOR, 3 AGAINST
FOR
1 fund
VOESTALPINE AG July 5, 2023 New/Amended Proposals from Shareholders
Corporate Governance
Other None Split
4 AGAINST, 3 ABSTAIN
AGAINST
1 fund
VOLKSWAGEN AG May 29, 2024 Approve Discharge of Supervisory Board Member F. O. Porsche for Fiscal Year 2023
Corporate Governance
Other For Split
3 FOR, 3 ABSTAIN
FOR
1 fund
VOLKSWAGEN AG May 29, 2024 Approve Discharge of Supervisory Board Member H. D. Poetsch for Fiscal Year 2023
Corporate Governance
Other For Split
3 FOR, 3 AGAINST
FOR
1 fund
VOLKSWAGEN AG May 29, 2024 Approve Discharge of Supervisory Board Member H. M. Piech for Fiscal Year 2023
Corporate Governance
Other For Split
3 FOR, 3 AGAINST
FOR
1 fund
VOLKSWAGEN AG May 29, 2024 Approve Discharge of Supervisory Board Member W. Porsche for Fiscal Year 2023
Corporate Governance
Other For Split
3 FOR, 3 AGAINST
FOR
1 fund
WALGREENS BOOTS ALLIANCE INC. January 25, 2024 Stockholder proposal requesting an independent board chairman.
Corporate Governance
Other Against Split
3 FOR, 14 AGAINST
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 Split
12 FOR, 8 AGAINST
FOR
25 funds
WEG SA April 23, 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 Split
1 AGAINST, 1 ABSTAIN
ABSTAIN
5 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 Split
4 FOR, 2 AGAINST
FOR
6 funds
WESCO INTERNATIONAL INC. May 23, 2024 Approve amendments to the Company's Restated Certificate of Incorporation regarding Officer Exculpation.
Corporate Governance
Other For Split
7 FOR, 1 AGAINST
FOR
13 funds
WEST PHARMACEUTICAL SERVICES INC. April 23, 2024 Shareholder Proposal Entitled "Simple Majority Vote"
Corporate Governance
Other Against Split
13 FOR, 8 AGAINST
FOR
22 funds
WESTERN DIGITAL CORP. May 10, 2024 Adjournment of the Special Meeting from time to time to solicit additional proxies in favor of Proposals 1-4 or if otherwise determined by the Chair of the Special Meeting to be necessary or appropriate.
Corporate Governance
Other For Split
16 FOR, 2 AGAINST
Split
15 FOR, 3 AGAINST
WHITEHAVEN COAL LTD. October 26, 2023 Approve Capital Protection
Environment or Climate
Other Against Split
1 FOR, 1 AGAINST
AGAINST
4 funds
WILLSCOT MOBILE MINI HOLDINGS CORP. June 7, 2024 To approve an amendment to the Amended and Restated Certificate of Incorporation to provide for the exculpation of officers.
Corporate Governance
Other For Split
7 FOR, 2 AGAINST
FOR
7 funds
WISDOMTREE INC. June 12, 2024 To ratify the approval by the Board of Directors of the extension of the Stockholder Rights Agreement, dated March 17, 2023, as amended, by and between the Company and Continental Stock Transfer & Trust Company.
Shareholder Rights and Defenses
Other Contested Split
3 FOR, 2 AGAINST
AGAINST
9 funds
WOODSIDE ENERGY GROUP LTD. April 24, 2024 Approve Climate Transition Action Plan and 2023 Progress Report
Environment or Climate
Other For Split
4 FOR, 6 AGAINST
AGAINST
3 funds
WORKDAY INC. June 18, 2024 To approve an amendment to our Restated Certificate of Incorporation to reflect Delaware law provisions providing for officer exculpation.
Corporate Governance
Other For Split
2 FOR, 8 AGAINST
AGAINST
9 funds
WULIANGYE YIBIN CO. LTD. June 28, 2024 Approve Comprehensive Budget
Corporate Governance
Other For FOR
1 fund
Split
1 FOR, 4 ABSTAIN
XEROX HOLDINGS CORP. May 22, 2024 Consider a shareholder proposal relating to golden parachutes, if properly presented at the meeting.
Compensation
Other Against Split
3 FOR, 4 AGAINST
FOR
10 funds
ZIPRECRUITER INC. June 11, 2024 To approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted pursuant to recent amendments to the Delaware General Corporation Law.
Corporate Governance
Other For Split
3 FOR, 3 AGAINST
AGAINST
2 funds
ZOETIS INC. May 22, 2024 Approval of an amendment to our Restated Certificate of Incorporation to provide for exculpation of officers as permitted by the Delaware General Corporation Law.
Corporate Governance
Other For Split
20 FOR, 1 AGAINST
FOR
20 funds
1-800-FLOWERS.COM INC. December 14, 2023 Election of Directors: Celia R. Brown
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
2 funds
1-800-FLOWERS.COM INC. December 14, 2023 To approve an amendment to the 2003 Long Term Incentive and Share Award Plan to increase the authorized shares.
Compensation
Board For Split
7 FOR, 1 AGAINST
FOR
2 funds
10X GENOMICS INC. June 11, 2024 A vote to approve, on a non-binding, advisory basis, the compensation of our named executive officers; and
Say-on-Pay
Board For Split
2 FOR, 5 AGAINST
AGAINST
6 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 Split
3 FOR, 4 AGAINST
FOR
3 funds
1ST SOURCE CORP. April 25, 2024 Election of Directors for terms expiring April 2027: Mark D. Schwabero
Director Elections
Board For Split
3 FOR, 2 AGAINST
AGAINST
3 funds
1ST SOURCE CORP. April 25, 2024 Election of Directors for terms expiring April 2027: Melody Birmingham
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
3 funds
1ST SOURCE CORP. April 25, 2024 Election of Directors for terms expiring April 2027: Ronda Shrewsbury
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
3 funds
1ST SOURCE CORP. April 25, 2024 Election of Directors for terms expiring April 2027: Tracy D. Graham
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
3 funds
23ANDME HOLDING CO. September 6, 2023 Elect three Class II Director Nominees: Neal Mohan
Director Elections
Board For Split
1 FOR, 6 WITHHOLD
WITHHOLD
2 funds
23ANDME HOLDING CO. September 6, 2023 Elect three Class II Director Nominees: Richard Scheller
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
2 funds
23ANDME HOLDING CO. September 6, 2023 Elect three Class II Director Nominees: Valerie Montgomery Rice
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
2 funds
2SEVENTY BIO INC. June 10, 2024 Election of Class III Directors: Denice Torres
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
WITHHOLD
1 fund
2SEVENTY BIO INC. June 10, 2024 Election of Class III Directors: Marcela Maus, MD, PhD
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
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 Split
15 FOR, 2 AGAINST
AGAINST
19 funds
77 BANK LTD. June 27, 2024 Elect Director Kobayashi, Hidefumi
Director Elections
Board For Split
1 FOR, 1 AGAINST
FOR
1 fund
8X8 INC. July 28, 2023 Election of Directors: Eric Salzman
Director Elections
Board For Split
4 FOR, 4 WITHHOLD
FOR
4 funds
8X8 INC. July 28, 2023 To approve, through an advisory vote, 8x8, Inc.'s executive compensation for the fiscal year ended March 31, 2023.
Say-on-Pay
Board For Split
4 FOR, 4 AGAINST
AGAINST
8 funds
A. O. SMITH CORP. April 9, 2024 Election of directors: Christopher L. Mapes
Director Elections
Board For Split
9 FOR, 11 WITHHOLD
WITHHOLD
18 funds
A. O. SMITH CORP. April 9, 2024 Election of directors: Dr. Ilham Kadri
Director Elections
Board For Split
2 FOR, 19 WITHHOLD
FOR
18 funds
A. O. SMITH CORP. April 9, 2024 Election of directors: Michael M. Larsen
Director Elections
Board For Split
11 FOR, 9 WITHHOLD
FOR
18 funds
A. O. SMITH CORP. April 9, 2024 Election of directors: Victoria M. Holt
Director Elections
Board For Split
9 FOR, 11 WITHHOLD
FOR
18 funds
A.P. MOLLER-MAERSK A/S March 14, 2024 Reelect Marika Frederiksson as Director
Director Elections
Board For Split
3 FOR, 3 ABSTAIN
FOR
1 fund
A.P. MOLLER-MAERSK A/S March 14, 2024 Reelect Robert Maersk Uggla as Director
Director Elections
Board For Split
3 FOR, 3 ABSTAIN
ABSTAIN
1 fund
A.P. MOLLER-MAERSK A/S April 26, 2024 Approve Demerger Agreement Completion Towards Svitzer Group
Extraordinary Transactions
Board For Split
3 FOR, 4 ABSTAIN
FOR
1 fund
A.P. MOLLER-MAERSK A/S April 26, 2024 Ratify PricewaterhouseCoopers as Auditor and Authorized Sustainability Auditor for Svitzer Group
Audit-related
Board For Split
3 FOR, 4 ABSTAIN
FOR
1 fund
AAON INC. May 21, 2024 Election of Directors for a term ending in 2027: Angela E. Kouplen
Director Elections
Board For Split
3 FOR, 4 AGAINST
FOR
9 funds
AAON INC. May 21, 2024 Election of Directors for a term ending in 2027: Norman H. Asbjornson
Director Elections
Board For Split
3 FOR, 4 AGAINST
FOR
9 funds
AAR CORP. September 19, 2023 Approve an amendment to our stock plan
Compensation
Board For Split
7 FOR, 1 AGAINST
FOR
7 funds
AAR CORP. September 19, 2023 Election of four directors named in the proxy statement Nominees: Duncan J. McNabb
Director Elections
Board For Split
4 FOR, 2 AGAINST
AGAINST
7 funds
AAR CORP. September 19, 2023 Election of four directors named in the proxy statement Nominees: Peter Pace
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
7 funds
AARON'S COMPANY INC. May 15, 2024 Election of Ten Directors: Kelly H. Barrett
Director Elections
Board For Split
5 FOR, 2 AGAINST
FOR
2 funds
AB SAGAX May 8, 2024 APPROVE ISSUANCE OF UP TO 10 PERCENT OF SHARE CAPITAL WITHOUT PREEMPTIVE RIGHTS
Capital Structure
Board For Split
3 FOR, 3 AGAINST
FOR
3 funds
AB SAGAX May 8, 2024 REELECT FILIP ENGELBERT AS DIRECTOR
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
3 funds
ABBOTT LABORATORIES April 26, 2024 Election of 12 Directors: J. G. Stratton
Director Elections
Board For Split
16 FOR, 4 AGAINST
FOR
24 funds
ABBOTT LABORATORIES April 26, 2024 Election of 12 Directors: N. McKinstry
Director Elections
Board For Split
16 FOR, 4 AGAINST
FOR
24 funds
ABBOTT LABORATORIES April 26, 2024 Say on Pay - An Advisory Vote on the Approval of Executive Compensation
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
34 funds
ABBVIE INC. May 3, 2024 Election of Class III Directors: Glenn F. Tilton
Director Elections
Board For Split
21 FOR, 4 AGAINST
AGAINST
29 funds
ABBVIE INC. May 3, 2024 Election of Class III Directors: Rebecca B. Roberts
Director Elections
Board For Split
24 FOR, 1 AGAINST
FOR
29 funds
ACADEMY SPORTS AND OUTDOORS INC. June 6, 2024 Election of Class I Directors: Brian Marley
Director Elections
Board For Split
3 FOR, 3 WITHHOLD
FOR
10 funds
ACADIA HEALTHCARE COMPANY INC. May 23, 2024 Election of Directors: E. Perot Bissell
Director Elections
Board For Split
5 FOR, 2 AGAINST
FOR
16 funds
ACCENTURE PLC January 31, 2024 Appointment of the following nominees to the Board of Directors: Gilles C. Pelisson
Director Elections
Board For Split
23 FOR, 1 AGAINST
FOR
30 funds
ACCENTURE PLC January 31, 2024 Appointment of the following nominees to the Board of Directors: Martin Brudermuller
Director Elections
Board For Split
23 FOR, 1 AGAINST
FOR
30 funds
ACCENTURE PLC January 31, 2024 Appointment of the following nominees to the Board of Directors: Nancy McKinstry
Director Elections
Board For Split
16 FOR, 5 AGAINST
FOR
30 funds
ACCENTURE PLC January 31, 2024 Appointment of the following nominees to the Board of Directors: Tracey T. Travis
Director Elections
Board For Split
23 FOR, 1 AGAINST
FOR
30 funds
ACCENTURE PLC January 31, 2024 To ratify, in a non-binding vote, the appointment of KPMG LLP ("KPMG") as independent auditor of Accenture and to authorize, in a binding vote, the Audit Committee of the Board of Directors to determine KPMG's remuneration.
Audit-related
Board For Split
23 FOR, 1 AGAINST
FOR
30 funds
ACCIONA SA June 19, 2024 Reelect Maria Dolores Dancausa Trevino as Director
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
5 funds

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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.