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

94.3% When both took a single position, they voted the same way on 94.3% of 66,442 items (62,687 the same, 3,755 different). 3,610 items where at least one of them split its funds are listed separately below. Both voted on 70,052 items in all.

Fidelity 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 70,05262,6873,755 3,61094.3%92.5%
Board proposals 57,65051,1303,442 3,07893.7%91.8%
E&S shareholder proposals 39324216 13593.8%82.6%
Other items 12,00911,315297 39797.4%96.0%

Where they did not vote alike

Everything Voted differently Split votes

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

16 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 recommendedFidelityInvesco
CARRIER GLOBAL CORP. April 18, 2024 Shareowner Proposal regarding transparency in lobbying
Other Social Issues
Shareholder (E&S) Against AGAINST
34 funds
FOR
19 funds
CASEY'S GENERAL STORES INC. September 6, 2023 Shareholder proposal regarding greenhouse gas emissions reporting.
Environment or Climate
Shareholder (E&S) Against AGAINST
34 funds
FOR
15 funds
CINTAS CORP. October 24, 2023 A shareholder proposal regarding greater disclosure of material corporate diversity, equity and inclusion data, if properly presented at the meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
49 funds
FOR
29 funds
CINTAS CORP. October 24, 2023 A shareholder proposal regarding managing climate risk through science-based targets and transition planning, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against AGAINST
49 funds
FOR
29 funds
DELTA AIR LINES INC. June 20, 2024 A shareholder proposal requesting the adoption of a non-interference policy.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
44 funds
FOR
17 funds
DENNY'S CORP. May 15, 2024 A proposal that asks the Company to disclose its current greenhouse gas ("GHG") emissions, emissions data for any previous year during which they've been measured, and targets for further reducing its emissions with progress meeting the goals to be disclosed regularly
Environment or Climate
Shareholder (E&S) Against FOR
13 funds
AGAINST
3 funds
DICK'S SPORTING GOODS INC. June 12, 2024 Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against FOR
68 funds
AGAINST
10 funds
GLOBAL PAYMENTS INC. April 25, 2024 Advisory shareholder proposal on transparency in political spending.
Other Social Issues
Shareholder (E&S) Against AGAINST
69 funds
FOR
16 funds
L3HARRIS TECHNOLOGIES INC. April 19, 2024 Shareholder Proposal titled "Transparency in Lobbying"
Other Social Issues
Shareholder (E&S) Against AGAINST
31 funds
FOR
16 funds
LOCKHEED MARTIN CORP. May 2, 2024 Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions
Environment or Climate
Shareholder (E&S) Not determined AGAINST
58 funds
FOR
23 funds
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
2 funds
NVR INC. May 7, 2024 Shareholder proposal to publish report on impact of diversity, equity, and inclusion efforts.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
43 funds
FOR
24 funds
OCCIDENTAL PETROLEUM CORP. May 2, 2024 Shareholder Proposal Requesting an Annual Report on Lobbying
Other Social Issues
Shareholder (E&S) Not determined AGAINST
34 funds
FOR
16 funds
SMITH & WESSON BRANDS INC. September 19, 2023 A stockholder proposal (human rights impact assessment).
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
12 funds
FOR
2 funds
THE TIMKEN COMPANY May 3, 2024 Consideration of a shareholder proposal requesting that The Timken Company adopt independently-verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain, in order to achieve net-zero emissions by 2050 in line with the Paris Agreement's goal of limiting global temperature rise to 1.5 degrees Celsius
Environment or Climate
Shareholder (E&S) Against AGAINST
41 funds
FOR
9 funds
TRUIST FINANCIAL CORP. April 23, 2024 Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting.
Other Social Issues
Shareholder (E&S) Against AGAINST
38 funds
FOR
20 funds

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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.