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

96.6% When both took a single position, they voted the same way on 96.6% of 60,132 items (58,078 the same, 2,054 different). 7,928 items where at least one of them split its funds are listed separately below. Both voted on 68,060 items in all.

Fidelity 2023-2024 · Equitable 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 68,06058,0782,054 7,92896.6%92.1%
Board proposals 56,96648,1461,880 6,94096.2%91.6%
E&S shareholder proposals 4211342 28598.5%79.3%
Other items 10,6739,798172 70398.3%95.5%

Where they did not vote alike

Everything Voted differently Split votes

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

2 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 recommendedFidelityEquitable
NOODLES & CO. May 15, 2024 To vote on a stockholder proposal regarding greenhouse gas emissions disclosures.
Environment or Climate
Shareholder (E&S) Against FOR
10 funds
AGAINST
7 funds
ORACLE CORP. November 15, 2023 Stockholder Proposal Regarding Pay Gap Report.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against FOR
1 fund
AGAINST
1 fund

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← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.