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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

4,960 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
CATALENT INC. May 29, 2024 To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Catalent's named executive officers that is based on or otherwise relates to the Merger; and
Say-on-Pay
Board For Split
11 FOR, 7 AGAINST
FOR
21 funds
CATERPILLAR INC. June 12, 2024 Advisory Vote to Approve Executive Compensation
Say-on-Pay
Board For Split
22 FOR, 1 AGAINST
FOR
36 funds
CATERPILLAR INC. June 12, 2024 Election of Directors: David W. MacLennan
Director Elections
Board For Split
22 FOR, 1 AGAINST
FOR
26 funds
CATERPILLAR INC. June 12, 2024 Ratification of our Independent Registered Public Accounting Firm
Audit-related
Board For Split
22 FOR, 1 AGAINST
FOR
26 funds
CATO CORP. May 23, 2024 ELECTION OF DIRECTORS: Bailey W. Patrick
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
WITHHOLD
1 fund
CAVA GROUP INC June 20, 2024 Approval of an amendment and restatement of the CAVA Group, Inc. 2023 Equity Incentive Plan
Compensation
Board For Split
5 FOR, 3 AGAINST
AGAINST
2 funds
CAVCO INDUSTRIES INC. August 1, 2023 Election of Directors: Susan L. Blount
Director Elections
Board For Split
3 FOR, 2 AGAINST
AGAINST
10 funds
CBIZ INC. May 9, 2024 Election of Directors: A. Haag Sherman
Director Elections
Board For Split
3 FOR, 3 AGAINST
FOR
3 funds
CBOE GLOBAL MARKETS INC. May 16, 2024 Approve, in a non-binding resolution, the compensation paid to our executive officers.
Say-on-Pay
Board For Split
19 FOR, 1 AGAINST
FOR
31 funds
CCC INTELLIGENT SOLUTIONS HOLDINGS INC. May 23, 2024 Election of Directors: Githesh Ramamurthy
Director Elections
Board For Split
4 FOR, 1 WITHHOLD
WITHHOLD
3 funds
CDW CORP. May 21, 2024 To approve, on an advisory basis, named executive officer compensation.
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
29 funds
CECO ENVIRONMENTAL CORP. May 20, 2024 Election of Directors: Richard F. Wallman
Director Elections
Board For Split
4 FOR, 2 AGAINST
FOR
3 funds
CELCUITY INC. May 9, 2024 Elect seven directors: David F. Dalvey
Director Elections
Board For Split
2 FOR, 5 WITHHOLD
FOR
1 fund
CELLNEX TELECOM S.A. April 25, 2024 REELECT ALEXANDRA REICH AS DIRECTOR
Director Elections
Board For Split
9 FOR, 1 AGAINST
AGAINST
7 funds
CENCORA INC. March 12, 2024 Advisory vote to approve the compensation of the Company's names executive officers.
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
39 funds
CENCORA INC. March 12, 2024 Ratification of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal year 2024
Audit-related
Board For Split
21 FOR, 1 AGAINST
FOR
29 funds
CENTRAL GARDEN & PET CO. February 13, 2024 Election of Directors: Brendan P. Dougher
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
6 funds
CENTRAL GARDEN & PET CO. February 13, 2024 Election of Directors: Brooks M. Pennington III
Director Elections
Board For Split
2 FOR, 3 WITHHOLD
FOR
6 funds
CENTRAL GARDEN & PET CO. February 13, 2024 Election of Directors: Courtnee Chun
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
6 funds
CENTRAL GARDEN & PET CO. February 13, 2024 Election of Directors: Lisa Coleman
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
6 funds
CENTRAL GLASS CO. LTD. June 27, 2024 Elect Director Maeda, Kazuhiko
Director Elections
Board For Split
1 FOR, 1 AGAINST
FOR
2 funds
CENTRAL JAPAN RAILWAY CO. June 21, 2024 Elect Director Niwa, Shunsuke
Director Elections
Board For Split
4 FOR, 4 AGAINST
FOR
4 funds
CENTRAL VALLEY COMMUNITY BANCORP February 8, 2024 Approval of Merger Agreement. To approve the principal terms of the Agreement and Plan of Reorganization and Merger, dated as of October 10, 2023, by and among Central Valley Community Bancorp and Community West Bancshares (the "merger agreement") and the transactions contemplated by the merger agreement, including the merger of Community West Bancshares with and into Central Valley Community Bancorp (the "merger"), with Central Valley Community Bancorp surviving the merger, and the issuance of Central Valley Community Bancorp common stock to the Community West Bancshares shareholders in connection with the merger (the "Central Valley share issuance"), as described in the joint proxy statement/prospectus.
Extraordinary Transactions
Board For Split
5 FOR, 2 ABSTAIN
FOR
1 fund
CENTURY ALUMINUM CO. June 3, 2024 Election of Directors: Errol Glasser
Director Elections
Board For Split
3 FOR, 2 WITHHOLD
FOR
9 funds
CENTURY ALUMINUM CO. June 3, 2024 Proposal to approve, on an advisory basis, the compensation of the named executive officers.
Say-on-Pay
Board For Split
3 FOR, 2 AGAINST
AGAINST
13 funds
CEREVEL THERAPEUTICS HOLDINGS INC. February 16, 2024 To approve, on a non-binding, advisory basis, certain compensation that will or may be paid or become payable to Cerevel's named executive officers that is based on or otherwise relates to the Merger; and
Say-on-Pay
Board For Split
1 FOR, 8 AGAINST
AGAINST
3 funds
CEVA INC. May 21, 2024 Advisory vote to approve named executive officer compensation;
Say-on-Pay
Board For Split
5 FOR, 2 AGAINST
AGAINST
9 funds
CGI INC. January 31, 2024 Elect Director George A. Cope
Director Elections
Board For Split
1 FOR, 1 WITHHOLD
FOR
7 funds
CGI INC. January 31, 2024 Elect Director Mary G. Powell
Director Elections
Board For Split
1 FOR, 1 WITHHOLD
FOR
7 funds
CGI INC. January 31, 2024 Elect Director Michael B. Pedersen
Director Elections
Board For Split
1 FOR, 1 WITHHOLD
FOR
7 funds
CHALLENGER LTD. October 26, 2023 Approve Grant of Hurdled Performance Share Rights to Nicolas Hamilton
Compensation
Board For Split
1 FOR, 1 AGAINST
FOR
2 funds
CHARGEPOINT HOLDINGS INC. July 18, 2023 Election of Class III directors: Bruce Chizen
Director Elections
Board For Split
1 FOR, 2 WITHHOLD
WITHHOLD
4 funds
CHARGEPOINT HOLDINGS INC. July 18, 2023 Election of Class III directors: Michael Linse
Director Elections
Board For Split
1 FOR, 2 WITHHOLD
FOR
4 funds
CHARGEPOINT HOLDINGS INC. July 18, 2023 The advisory approval of the compensation of our named executive officers ("Say-on-Pay"); and
Say-on-Pay
Board For Split
1 FOR, 2 AGAINST
AGAINST
8 funds
CHARLES RIVER LABORATORIES INTERNATIONAL INC. May 8, 2024 Election of Directors: Martin W. Mackay
Director Elections
Board For Split
14 FOR, 3 AGAINST
FOR
18 funds
CHARLES SCHWAB CORP. May 23, 2024 Election of Five Directors for Three-Year Terms: Joan T. Dea
Director Elections
Board For Split
11 FOR, 10 AGAINST
AGAINST
30 funds
CHART INDUSTRIES INC. May 21, 2024 To approve and adopt the Chart Industries, Inc. 2024 Omnibus Equity Plan; and
Compensation
Board For Split
6 FOR, 5 AGAINST
FOR
6 funds
CHARTER COMMUNICATIONS INC. April 23, 2024 Approval of the amendment increasing the number of shares in the Company's 2019 Stock Incentive Plan.
Compensation
Board For Split
21 FOR, 2 AGAINST
FOR
26 funds
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: Balan Nair
Director Elections
Board For Split
9 FOR, 13 AGAINST
FOR
26 funds
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: Eric L. Zinterhofer
Director Elections
Board For Split
21 FOR, 3 AGAINST
FOR
26 funds
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: Gregory B. Maffei
Director Elections
Board For Split
3 FOR, 20 AGAINST
AGAINST
26 funds
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: John D. Markley, Jr.
Director Elections
Board For Split
22 FOR, 1 AGAINST
FOR
26 funds
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: Mauricio Ramos
Director Elections
Board For Split
21 FOR, 3 AGAINST
FOR
26 funds
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: Steven A. Miron
Director Elections
Board For Split
21 FOR, 3 AGAINST
FOR
26 funds
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: W. Lance Conn
Director Elections
Board For Split
12 FOR, 10 AGAINST
FOR
26 funds
CHARTER COMMUNICATIONS INC. April 23, 2024 The ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the year ended December 31, 2024.
Audit-related
Board For Split
23 FOR, 1 AGAINST
FOR
26 funds
CHASE CORP. October 6, 2023 A proposal to approve and adopt the Agreement and Plan of Merger, dated as of July 21, 2023, by and among Chase Corporation, a Massachusetts corporation ("Chase"), Formulations Parent Corporation, a Delaware corporation ("Parent"), and Formulations Merger Sub Corporation, a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), as may be amended from time to time (the "Merger Agreement"), pursuant to which Merger Sub will be merged will be merged with and into Chase, with Chase surviving the merger as a wholly owned subsidiary of Parent (the "Merger").
Extraordinary Transactions
Board For Split
6 FOR, 2 ABSTAIN
FOR
1 fund
CHASE CORP. October 6, 2023 A proposal to approve, on a non-binding, advisory basis, certain compensation that will or may be paid by Chase to its named executive officers that is based on or otherwise relates to the Merger.
Say-on-Pay
Board For Split
6 FOR, 2 AGAINST
FOR
4 funds
CHECK POINT SOFTWARE TECHNOLOGIES LTD. August 3, 2023 Elect Jill D. Smith as Director
Director Elections
Board For Split
3 FOR, 3 AGAINST
AGAINST
6 funds
CHECK POINT SOFTWARE TECHNOLOGIES LTD. August 3, 2023 Reelect Jerry Ungerman as Director
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
6 funds
CHEGG INC. June 5, 2024 Election of three Class II directors: Marne Levine
Director Elections
Board For Split
4 FOR, 3 AGAINST
FOR
4 funds
CHEGG INC. June 5, 2024 Election of three Class II directors: Paul LeBlanc
Director Elections
Board For Split
4 FOR, 3 AGAINST
AGAINST
4 funds
CHEGG INC. June 5, 2024 Election of three Class II directors: Richard Sarnoff
Director Elections
Board For Split
4 FOR, 3 AGAINST
FOR
4 funds
CHEMUNG FINANCIAL CORP. June 4, 2024 Election of Directors: David J. Dalrymple
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
1 fund
CHEMUNG FINANCIAL CORP. June 4, 2024 Election of Directors: Denise V. Gonick
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
1 fund
CHEMUNG FINANCIAL CORP. June 4, 2024 Election of Directors: Raimundo C. Archibold Jr.
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
1 fund
CHESAPEAKE ENERGY CORP. June 6, 2024 Election of Directors: Matthew M. Gallagher
Director Elections
Board For Split
4 FOR, 5 AGAINST
FOR
17 funds
CHESAPEAKE ENERGY CORP. June 18, 2024 To consider and vote on a proposal to approve, by non-binding, advisory vote, certain compensation arrangements for Chesapeake's named executive officers in connection with the Merger contemplated by the Merger Agreement (the "Advisory Chesapeake Compensation Proposal"); and
Say-on-Pay
Board For Split
3 FOR, 6 AGAINST
Split
1 FOR, 22 AGAINST
CHESAPEAKE UTILITIES CORP. May 8, 2024 Election of Directors: Dennis S. Hudson, III
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
WITHHOLD
9 funds
CHESAPEAKE UTILITIES CORP. May 8, 2024 Election of Directors: Lisa G. Bisaccia
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
9 funds
CHESAPEAKE UTILITIES CORP. May 8, 2024 Election of Directors: Stephanie N. Gary
Director Elections
Board For Split
4 FOR, 2 WITHHOLD
FOR
9 funds
CHEVRON CORP. May 29, 2024 Advisory Vote to Approve Named Executive Officer Compensation
Say-on-Pay
Board For Split
21 FOR, 1 AGAINST
FOR
53 funds
CHEVRON CORP. May 29, 2024 Ratification of Appointment of PricewaterhouseCoopers LLP as the Independent Registered Public Accounting Firm
Audit-related
Board For Split
21 FOR, 1 AGAINST
FOR
43 funds
CHEVRON CORP. May 29, 2024 Your Board recommends you vote FOR the election of the following Board Nominees for Director 1a through 1l: Wanda M. Austin
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
43 funds
CHIBA BANK LTD. June 26, 2024 Elect Director Yonemoto, Tsutomu
Director Elections
Board For Split
4 FOR, 5 AGAINST
FOR
2 funds
CHICAGO ATLANTIC REAL ESTATE FINANCE INC. June 13, 2024 Election of Directors: Dr. Andreas Bodmeier
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
1 fund
CHICAGO ATLANTIC REAL ESTATE FINANCE INC. June 13, 2024 Election of Directors: Mr. Brandon Konigsberg
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
1 fund
CHICAGO ATLANTIC REAL ESTATE FINANCE INC. June 13, 2024 Election of Directors: Mr. Frederick C. Herbst
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
FOR
1 fund
CHICO'S FAS INC. January 3, 2024 Proposal 1 - Proposal to adopt the Agreement and Plan of Merger, dated as of September 27, 2023, by and among Daphne Parent LLC ("Parent"), Daphne Merger Sub, Inc., a direct, wholly owned subsidiary of Parent ("Merger Sub"), and Chico's FAS, Inc., pursuant to which Merger Sub will merge with and into Chico's FAS, Inc. (the "Merger"), with Chico's FAS, Inc. surviving the Merger and becoming a wholly owned subsidiary of Parent, and to approve e the Merger;
Extraordinary Transactions
Board For Split
5 FOR, 1 ABSTAIN
FOR
8 funds
CHIMERA INVESTMENT CORP. June 5, 2024 Election of Directors: Debra W. Still
Director Elections
Board For Split
3 FOR, 2 AGAINST
AGAINST
1 fund
CHIMERA INVESTMENT CORP. June 5, 2024 Election of Directors: Sandra Bell
Director Elections
Board For Split
3 FOR, 2 AGAINST
FOR
1 fund
CHINA MENGNIU DAIRY COMPANY LTD. June 12, 2024 Elect Yih Dieter as Director and Authorize Board to Fix His Remuneration
Director Elections
Board For Split
1 FOR, 1 AGAINST
FOR
6 funds
CHINA RESOURCES BEER (HOLDINGS) COMPANY LTD. May 20, 2024 Approve Directors' Fees
Compensation
Board For Split
1 FOR, 1 AGAINST
FOR
5 funds
CHINA RESOURCES BEER (HOLDINGS) COMPANY LTD. May 20, 2024 Elect Houang Tai Ninh as Director
Director Elections
Board For Split
1 FOR, 1 AGAINST
AGAINST
5 funds
CHINA RESOURCES GAS GROUP LTD. May 24, 2024 Authorize Board to Fix Remuneration of Directors
Compensation
Board For Split
3 FOR, 1 AGAINST
FOR
3 funds
CHINA RESOURCES GAS GROUP LTD. May 24, 2024 Elect Liu Jian as Director
Director Elections
Board For Split
3 FOR, 1 AGAINST
AGAINST
3 funds
CHINA RESOURCES GAS GROUP LTD. May 24, 2024 Elect Wang Gaoqiang as Director
Director Elections
Board For Split
3 FOR, 1 AGAINST
FOR
3 funds
CHINA RESOURCES GAS GROUP LTD. May 24, 2024 Elect Yu Hon To, David as Director
Director Elections
Board For Split
3 FOR, 1 AGAINST
AGAINST
3 funds
CHINOOK THERAPEUTICS INC. August 2, 2023 To consider and vote upon the proposal to adopt the Agreement and Plan of Merger, dated as of June 11, 2023 (which, as it may be amended from time to time, we refer to as the "Merger Agreement"), by and among Chinook Therapeutics, Inc., a Delaware corporation (the "Company") Novartis AG, a company organized under the laws of Switzerland ("Novartis"), and Cherry Merger Sub Inc., a Delaware corporation and an indirect wholly owned subsidiary of Novartis ("Merger Sub"), pursuant to which Merger Sub will be merged with and into the Company (the "Merger"), with the Company to survive the Merger as an indirect wholly owned subsidiary of Novartis.
Extraordinary Transactions
Board For Split
5 FOR, 3 ABSTAIN
FOR
2 funds
CHINOOK THERAPEUTICS INC. August 2, 2023 To consider and vote upon the proposal to approve, on an advisory (non-binding) basis, certain compensation that may be paid or become payable to Chinook's named executive officers in connection with the Merger.
Say-on-Pay
Board For Split
1 FOR, 8 AGAINST
AGAINST
5 funds
CHIPOTLE MEXICAN GRILL June 6, 2024 An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say-on-pay").
Say-on-Pay
Board For Split
20 FOR, 1 AGAINST
FOR
33 funds
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Election of Ten Directors: Robin Hickenlooper
Director Elections
Board For Split
20 FOR, 1 AGAINST
FOR
23 funds
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Ratification of the appointment Ernst & Young LLP as our independent registered public accounting firm for the year ending December 31, 2024.
Audit-related
Board For Split
20 FOR, 1 AGAINST
FOR
23 funds
CHOICEONE FINANCIAL SERVICES INC. May 29, 2024 Election of Directors: Roxanne M. Page
Director Elections
Board For Split
5 FOR, 2 WITHHOLD
WITHHOLD
2 funds
CHORD ENERGY CORP. May 1, 2024 To elect nine directors to serve until the 2025 Annual Meeting: Samantha F. Holroyd
Director Elections
Board For Split
4 FOR, 4 AGAINST
FOR
11 funds
CHORD ENERGY CORP. May 14, 2024 The Stock Issuance Proposal - to approve the issuance of shares of common stock of Chord Energy Corporation ("Chord") to Enerplus Corporation's ("Enerplus") shareholders in connection with the transaction whereby Chord will acquire all of the issued and outstanding Enerplus common shares pursuant to a plan of arrangement with Enerplus becoming a wholly-owned subsidiary of Chord (the "stock issuance proposal").
Extraordinary Transactions
Board For Split
4 FOR, 4 ABSTAIN
FOR
10 funds
CHUBB LIMITED May 16, 2024 Election of Evan G. Greenberg as Chairman of the Board of Directors
Corporate Governance
Board For Split
18 FOR, 2 AGAINST
FOR
24 funds
CHUBB LTD. May 16, 2024 Election of Auditors: Election of PricewaterhouseCoopers AG (Zurich) as our statutory auditor
Audit-related
Board For Split
18 FOR, 1 AGAINST
FOR
24 funds
CHUBB LTD. May 16, 2024 Election of the Board of Directors: David H. Sidwell
Director Elections
Board For Split
18 FOR, 1 AGAINST
FOR
24 funds
CHUBB LTD. May 16, 2024 Election of the Board of Directors: Evan G. Greenberg
Director Elections
Board For Split
18 FOR, 1 AGAINST
FOR
24 funds
CHUBB LTD. May 16, 2024 Election of the Compensation Committee of the Board of Directors: David H. Sidwell
Director Elections
Board For Split
19 FOR, 1 AGAINST
FOR
24 funds
CHUBB LTD. May 16, 2024 Ratification of appointment of PricewaterhouseCoopers LLP (United States) as independent registered public accounting firm for purposes of U.S. securities law reporting
Audit-related
Board For Split
18 FOR, 1 AGAINST
FOR
24 funds
CHUBU ELECTRIC POWER CO. INC. June 26, 2024 Elect Director Hayashi, Kingo
Director Elections
Board For Split
4 FOR, 4 AGAINST
FOR
4 funds
CHUBU ELECTRIC POWER CO. INC. June 26, 2024 Elect Director Katsuno, Satoru
Director Elections
Board For Split
4 FOR, 4 AGAINST
FOR
4 funds
CHUGIN FINANCIAL GROUP INC. June 26, 2024 Elect Director Kato, Sadanori
Director Elections
Board For Split
1 FOR, 1 AGAINST
FOR
1 fund
CHUGOKU ELECTRIC POWER CO. INC. June 26, 2024 Elect Director Nakagawa, Kengo
Director Elections
Board For Split
1 FOR, 1 AGAINST
FOR
1 fund
CHURCH & DWIGHT CO. INC. May 2, 2024 An advisory vote to approve compensation of our named executive officers;
Say-on-Pay
Board Not determined Split
23 FOR, 1 AGAINST
FOR
28 funds
CHURCH & DWIGHT CO. INC. May 2, 2024 Election of ten nominees to serve as directors for a term of one year: Matthew T. Farrell
Director Elections
Board Not determined Split
23 FOR, 1 AGAINST
FOR
20 funds
CHURCH & DWIGHT CO. INC. May 2, 2024 Ratification of the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for 2024;
Audit-related
Board Not determined Split
24 FOR, 1 AGAINST
FOR
20 funds
CHURCHILL DOWNS INC. April 23, 2024 Election of Class I Directors: Karole F. Lloyd
Director Elections
Board For Split
2 FOR, 4 WITHHOLD
WITHHOLD
6 funds

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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.