Home › Asset managers › Compare 2024-2025 › Charles Schwab vs Invesco
Charles Schwab 2024-2025 · Invesco 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 14,960 | 13,747 | 1,096 | 117 | 92.6% | 92.3% |
| Board proposals | 13,980 | 12,906 | 999 | 75 | 92.8% | 92.6% |
| E&S shareholder proposals | 234 | 210 | 8 | 16 | 96.3% | 94.3% |
| Other items | 746 | 631 | 89 | 26 | 87.6% | 86.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,074 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 | Charles Schwab | Invesco |
|---|---|---|---|---|---|---|
| MATADOR RESOURCES CO. | June 12, 2025 | Election of Director Nominees: R. Gaines Baty Director Elections |
Board | For | FOR 15 funds |
AGAINST 6 funds |
| MATTERPORT INC. | July 26, 2024 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Matterport's named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement (the "Transaction Related Compensation Proposal"). Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| MAYVILLE E | April 22, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | FOR 3 funds |
AGAINST 3 funds |
| MBIA INC. | May 6, 2025 | To approve, on an advisory basis, executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| MCGRATH RENTCORP | June 4, 2025 | To approve, in a non-binding vote, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| MDU RESOUR | May 13, 2025 | Vote, on an Advisory Basis, to Approve the Company's Named Executive Officers' compensation. Say-on-Pay |
Board | Not determined | FOR 13 funds |
AGAINST 10 funds |
| MEDIAALPHA INC. | May 14, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| MEDICAL PROPERTIES TRUST INC. | May 29, 2025 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 6 funds |
| MEDICAL PROPERTIES TRUST INC. | May 29, 2025 | To elect nine directors: D. Paul Sparks, Jr. Director Elections |
Board | For | AGAINST 10 funds |
FOR 1 fund |
| MEDICAL PROPERTIES TRUST INC. | May 29, 2025 | To elect nine directors: Michael G. Stewart Director Elections |
Board | For | AGAINST 10 funds |
FOR 1 fund |
| MERUS N.V. | May 21, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of Merus N.V.'s named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 9 funds |
| METHODE ELECTRONICS INC. | September 11, 2024 | The advisory approval of Methode's named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: Feiying Lu Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: John Paek Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| METROPOLITAN BANK HOLDING CORP. | May 28, 2025 | Vote to Approve the Amendment to the Metropolitan Bank Holding Corp. Amended and Restated 2022 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| METTLER-TOLEDO INTERNATIONAL INC. | May 1, 2025 | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 23 funds |
| MFA FINANCIAL INC. | June 3, 2025 | Election of Directors: Lisa Polsky Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| MGE ENERGY INC. | May 20, 2025 | Election of Class III Directors: James L. Possin Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| MGP INGREDIENTS INC. | May 20, 2025 | Election of Directors: Kevin S. Rauckman Director Elections |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| MICROSOFT CORP. | December 10, 2024 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | AGAINST 15 funds |
FOR 51 funds |
| MICROVAST HOLDINGS INC. | October 18, 2024 | Election of Directors: Isida Tushe Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| MID PENN BANCORP INC. | May 13, 2025 | An advisory vote to approve the compensation of the Corporation's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| MID PENN BANCORP INC. | May 13, 2025 | Election of Directors: Robert A. Abel Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| MILLER INDUSTRIES INC. | May 23, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| MINERALS T | May 14, 2025 | Advisory vote to approve 2024 named executive officer compensation. Say-on-Pay |
Board | Not determined | FOR 9 funds |
AGAINST 9 funds |
| MINERALS T | May 14, 2025 | Election of three Directors: Carolyn K. Pittman Director Elections |
Board | Not determined | FOR 8 funds |
AGAINST 4 funds |
| MISTER CAR WASH INC. | May 22, 2025 | Approval, on an advisory (non-binding) basis, of our named executive officer compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| MISTRAS GROUP INC. | May 19, 2025 | To approve, on an advisory basis, the compensation of Mistras Group, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| MODINE MANUFACTURING CO. | August 15, 2024 | Election of Directors: Ms. Christine Y. Yan Director Elections |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| MOELIS & CO. | June 5, 2025 | Election Of Directors: Louise Mirrer Director Elections |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| MONARCH CASINO & RESORT INC. | June 6, 2025 | Election of Directors: Bob Farahi Director Elections |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | To elect as directors the 10 director nominees named in the Proxy Statement: Nancy McKinstry Director Elections |
Board | For | AGAINST 12 funds |
FOR 15 funds |
| MONSTER BEVERAGE CORP. | June 12, 2025 | Proposal to approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 26 funds |
| MP MATERIALS CORP. | June 10, 2025 | Advisory vote to approve compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| NACCO INDUSTRIES INC. | May 14, 2025 | Proposal to approve, on an advisory basis, NACCO Industries, Inc.'s Named Executive Officer compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| NATERA INC. | June 12, 2025 | To approve an amendment to Natera's Amended and Restated 2015 Equity Incentive Plan. Compensation |
Board | For | AGAINST 10 funds |
FOR 14 funds |
| NATIONAL CINEMEDIA INC. | May 1, 2025 | To approve, on an advisory basis, our executive compensation Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| NATIONAL HEALTHCARE CORP. | May 8, 2025 | To consider an advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| NATIONAL RESEARCH CORP. | May 7, 2025 | APPROVAL OF THE 2025 OMNIBUS INCENTIVE PLAN. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| NATIONAL STORAGE AFFILIATES TRUST | May 12, 2025 | The election of eleven trustees to serve on the Board of Trustees: Warren W. Allan Director Elections |
Board | For | AGAINST 10 funds |
FOR 2 funds |
| NATURAL GAS SERVICES GROUP INC. | June 5, 2025 | Election of Directors: Donald J. Tringali Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| NAVIENT CORP. | June 5, 2025 | Approve, in a non-binding advisory vote, the compensation paid to Navient-named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| NCINO INC. | June 18, 2025 | Approval, on a non-binding, advisory basis, of the compensation paid to the company's named executive officers (or NEOs). Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| NCR VOYIX CORP. | June 6, 2025 | To approve, on a non-binding and advisory basis, the compensation of the named executive officers as more particularly described in the proxy materials Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| NEKTAR THERAPEUTICS | May 23, 2025 | Election of Directors: R. Scott Greer Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| NEKTAR THERAPEUTICS | May 23, 2025 | To approve an amendment to our Certificate of Incorporation to increase the number of authorized shares of our common stock from 300,000,000 shares to 390,000,000 shares. Capital Structure |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| NETGEAR INC. | May 29, 2025 | Election of Directors: Sarah S. Butterfass Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| NETGEAR INC. | May 29, 2025 | Proposal to approve the NETGEAR, Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| NETGEAR INC. | May 29, 2025 | Proposal to approve, on a non-binding advisory basis, a resolution approving the compensation of our Named Executive Officers in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| NETSCOUT SYSTEMS INC. | September 12, 2024 | To approve the NetScout Systems, Inc. 2019 Equity Incentive Plan, as amended. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| NEUMORA THERAPEUTICS INC. | May 28, 2025 | To approve the repricing of certain stock options outstanding under the 2023 Incentive Award Plan and the 2020 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| NEVRO CORP. | April 2, 2025 | To approve, on a non-binding, advisory basis, certain compensation that will or may be paid or become payable to Nevro's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| NEWTEKONE INC. | June 13, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| NEXPOINT DIVERSIFIED REAL ESTATE TRUST | June 10, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| NEXPOINT RESIDENTIAL TRUST INC. | May 20, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 9 funds |
| NI HOLDINGS INC | May 20, 2025 | Proposal to approve the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| NICOLET BANKSHARES INC. | May 19, 2025 | Approval, on a non-binding advisory basis, of the compensation paid to Nicolet's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| NIKE INC. | September 10, 2024 | To approve executive compensation by an advisory vote. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 24 funds |
| NINE ENERGY SERVICE INC. | May 2, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| NL INDUSTRIES INC. | May 15, 2025 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| NORTHWEST BANCSHARES INC. | April 17, 2025 | An advisory, non-binding resolution to approve the executive compensation described in the Proxy Statement. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| NPK INTERNATIONAL INC. | May 15, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| NUSCALE POWER CORP. | May 23, 2025 | An advisory vote to approve the Company's executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| NUTANIX INC. | December 13, 2024 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 11 funds |
| NUVALENT INC. | June 18, 2025 | Election of the following nominees as Class I directors: Anna Protopapas Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| NUVATION BIO INC. | September 3, 2024 | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| NUVATION BIO INC. | May 21, 2025 | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| NVE CORP. | August 1, 2024 | Advisory approval of named executive officer compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| NVR INC. | May 6, 2025 | Election of Directors: Alfred E. Festa Director Elections |
Board | For | AGAINST 13 funds |
FOR 15 funds |
| O-I GLASS INC. | May 14, 2025 | To approve, by advisory vote, the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| OCEANEERING INTERNATIONAL INC. | May 9, 2025 | Advisory vote on a resolution to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 7 funds |
| OCEANEERING INTERNATIONAL INC. | May 9, 2025 | Election of Directors: Paul B. Murphy, Jr. Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 4 funds |
| OCULAR THERAPEUTIX INC. | June 11, 2025 | To approve an amendment to the Ocular Therapeutix, Inc. 2021 Stock Incentive Plan, as amended, to increase the number of shares of common stock issuable thereunder by 8,750,000 shares. Compensation |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| OFFICE PROPERTIES INCOME TRUST | June 12, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| OFFICE PROPERTIES INCOME TRUST | June 12, 2025 | Approval of the Second Amended and Restated Office Properties Income Trust 2009 Incentive Share Award Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| OIL STATES INTERNATIONAL INC. | May 13, 2025 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPANY'S EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| OLD REPUBLIC INTERNATIONAL CORP. | May 22, 2025 | Election of Class 2 Directors: Lisa J. Caldwell Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| OLEMA PHARMACEUTICALS INC. | June 10, 2025 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| OLIN CORP. | May 1, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| OLLIE'S BARGAIN OUTLET HOLDINGS INC. | June 12, 2025 | To approve a non-binding advisory proposal regarding named executive officer compensation. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| OMEGA FLEX INC. | June 18, 2025 | To approve the Flex-Trac, Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| OMEROS CORP. | June 27, 2025 | Approval of advisory resolution on executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| OMNIAB INC. | June 17, 2025 | Election of Directors: Carolyn R. Bertozzi, Ph.D. Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| OMNICELL INC. | May 21, 2025 | Say on Pay - An advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| ON24 INC. | June 20, 2025 | Election of Directors: Anthony Zingale Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| ONITY GROUP INC. | May 21, 2025 | Approval, on an advisory basis, of the compensation of the named executive officers, as disclosed in the accompanying Proxy Statement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| OPEN LENDING CORP. | May 21, 2025 | To hold a nonbinding advisory vote on the compensation of our named executive officers Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| OPKO HEALTH INC. | April 23, 2025 | To approve a non-binding resolution regarding the compensation paid to the Company's named executive officers Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| ORANGE COUNTY BANCORP INC. | May 20, 2025 | Election of Directors: Kevin Keane (three-year term) Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| ORANGE COUNTY BANCORP INC. | May 20, 2025 | Election of Directors: William Morrison (three-year term) Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| ORGANOGENESIS HOLDINGS INC | June 23, 2025 | Approval, on an advisory basis, of the compensation paid to our named executive officers, as disclosed in the Company's proxy statement for its 2025 annual meeting of shareholders. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| ORIC PHARMACEUTICALS INC. | June 11, 2025 | Election of Directors: Angie You, Ph.D. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| ORTHOFIX MEDICAL INC. | June 18, 2025 | Election of Directors: John B. Henneman, III Director Elections |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| ORTHOPEDIATRICS CORP. | May 23, 2025 | To approve, on an advisory basis, the resolution approving the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| ORUKA THERAPEUTICS INC. | June 2, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| OTIS WORLDWIDE CORP. | May 15, 2025 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 23 funds |
| OUSTER INC. | June 18, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| OUTLOOK THERAPEUTICS INC. | March 11, 2025 | A non-binding advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| PACIRA BIOSCIENCES INC. | June 10, 2025 | Approval of our Amended and Restated 2011 Stock Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| PAGAYA TEC | December 11, 2024 | To approve the calculation framework for the annual bonuses for the Company's executive officers who are also directors. of the Company. Compensation |
Board | Not determined | AGAINST 1 fund |
FOR 1 fund |
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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.