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Equitable vs Invesco: how alike they voted, 2024-2025

94.2% When both took a single position, they voted the same way on 94.2% of 37,461 items (35,297 the same, 2,164 different). 5,106 items where at least one of them split its funds are listed separately below. Both voted on 42,567 items in all.

Equitable 2024-2025 · Invesco 2024-2025 · 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 items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	42,567	35,297	2,164	5,106	94.2%	89.9%
Board proposals	36,405	30,014	1,896	4,495	94.1%	89.5%
E&S shareholder proposals	259	115	1	143	99.1%	85.0%
Other items	5,903	5,168	267	468	95.1%	92.2%

Where they did not vote alike

Everything Voted differently Split votes

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

1 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	Equitable	Invesco
MERITAGE HOMES CORP.	May 22, 2025	Shareholder proposal to support transparency in political spending. Other Social Issues	Shareholder (E&S)	Against	FOR 7 funds	AGAINST 7 funds

← All 20 managers, 2024-2025

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