Home › Asset managers › Compare 2024-2025 › Fidelity vs Equitable
Fidelity 2024-2025 · Equitable 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 65,295 | 55,319 | 1,924 | 8,052 | 96.6% | 91.9% |
| Board proposals | 55,163 | 46,218 | 1,771 | 7,174 | 96.3% | 91.3% |
| E&S shareholder proposals | 270 | 117 | 0 | 153 | 100.0% | 84.8% |
| Other items | 9,862 | 8,984 | 153 | 725 | 98.3% | 95.2% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
878 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 | Fidelity | Equitable |
|---|---|---|---|---|---|---|
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding an amendment to the Company's Clawback Policy. Compensation |
Other | Against | AGAINST 19 funds |
Split 6 FOR, 2 AGAINST |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding stockholders' ability to act by written consent. Corporate Governance |
Other | Against | Split 18 FOR, 1 AGAINST |
Split 6 FOR, 2 AGAINST |
| THE TRADE DESK, INC. | November 14, 2024 | The approval of one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve Proposal 1. Corporate Governance |
Other | For | AGAINST 32 funds |
Split 2 FOR, 3 AGAINST |
| THE TRAVELERS COMPANIES, INC. | May 21, 2025 | Shareholder proposal relating to ratification of golden parachutes, if presented at the Annual Meeting of Shareholders. Compensation |
Other | Against | AGAINST 70 funds |
Split 8 FOR, 10 AGAINST |
| THERMO FISHER SCIENTIFIC | May 21, 2025 | Shareholder Proposal. Corporate Governance |
Other | Against | AGAINST 78 funds |
Split 2 FOR, 19 AGAINST |
| TOHOKU ELECTRIC POWER CO. INC. | June 26, 2025 | Amend Articles to Abolish Advisory Posts Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| TOKYO ELECTRIC POWER CO. HOLDINGS INC. | June 26, 2025 | Amend Articles to Require Individual Compensation Disclosure for Directors and Executive Officers Compensation |
Other | Against | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 1: Annual Energy Supply Ratio Disclosure Environment or Climate |
Other | Against | Split 1 FOR, 12 AGAINST |
FOR 1 fund |
| TOTVS SA | April 23, 2025 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? Corporate Governance |
Other | Against | Split 3 FOR, 9 ABSTAIN |
ABSTAIN 3 funds |
| TOYO SUISAN KAISHA LTD. | June 26, 2025 | Appoint Shareholder Director Nominee Kashiwakura, Masami Director Elections |
Other | Against | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST |
| TOYO SUISAN KAISHA LTD. | June 26, 2025 | Appoint Shareholder Director Nominee Okamura, Kotaro Director Elections |
Other | Against | Split 1 FOR, 7 AGAINST |
Split 2 FOR, 1 AGAINST |
| TOYO SUISAN KAISHA LTD. | June 26, 2025 | Initiate Share Repurchase Program Capital Structure |
Other | Against | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST |
| TOYOTA INDUSTRIES CORP. | June 10, 2025 | Amend Articles to Add Provision Concerning Measures to Realize Management with Cost of Capital and Share Price Considered Corporate Governance |
Other | Against | FOR 11 funds |
Split 4 FOR, 4 AGAINST |
| TOYOTA INDUSTRIES CORP. | June 10, 2025 | Amend Articles to Require Majority Outsider Board Corporate Governance |
Other | Against | AGAINST 11 funds |
Split 4 FOR, 4 AGAINST |
| TOYOTA INDUSTRIES CORP. | June 10, 2025 | Approve Restricted Stock Plan Compensation |
Other | Against | Split 1 FOR, 11 AGAINST |
Split 4 FOR, 4 AGAINST |
| TRACTOR SUPPLY CO. | May 15, 2025 | To approve the amendment to the Company's Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by Delaware law and to make certain conforming changes. Director Elections |
Other | For | FOR 27 funds |
Split 22 FOR, 1 AGAINST |
| TRIUMPH GROUP INC. | August 8, 2024 | To consider a stockholder proposal to adopt a policy and amend the Company's governing documents so that two separate people hold the office of Chairman and Chief Executive Officer of the Company. Corporate Governance |
Other | Against | Split 1 FOR, 12 AGAINST |
Split 2 FOR, 4 AGAINST |
| TSINGTAO BREWERY COMPANY LTD. | May 20, 2025 | Amend Articles of Association Corporate Governance |
Other | For | Split 2 FOR, 12 AGAINST |
ABSTAIN 1 fund |
| TURK HAVA YOLLARI AO | May 21, 2025 | Amend Company Articles 6, 8, 11, 15, 34, 36 and 38 Corporate Governance |
Other | For | Split 1 FOR, 11 AGAINST |
AGAINST 1 fund |
| TURKIYE IS BANKASI AS | March 27, 2025 | Amend Company Articles 5, 29 and 38 Corporate Governance |
Other | For | Split 1 FOR, 10 AGAINST |
AGAINST 1 fund |
| TYSON FOODS INC. | February 6, 2025 | Shareholder proposal regarding the disaggregation of shareholder voting results. Capital Structure |
Other | Against | Split 16 FOR, 18 AGAINST |
Split 10 FOR, 7 AGAINST |
| U.S. SILICA HOLDINGS INC. | July 16, 2024 | To approve any adjournment of the special meeting of stockholders (the "Special Meeting") to a later date or dates if necessary or appropriate, including adjournments to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Proposal or in the absence of a quorum (the "Adjournment Proposal"). Corporate Governance |
Other | For | FOR 12 funds |
Split 4 FOR, 2 ABSTAIN |
| UBS GROUP AG | April 10, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | None | AGAINST 40 funds |
Split 5 AGAINST, 3 ABSTAIN |
| UGI CORP. | January 31, 2025 | Shareholder proposal regarding a director election resignation governance guideline, if properly presented. Corporate Governance |
Other | Against | Split 21 FOR, 18 AGAINST |
Split 1 FOR, 8 AGAINST |
| UMB FINANC | August 6, 2024 | Proposal to adjourn or postpone the UMB special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the UMB articles amendment proposal or the UMB share issuance proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of UMB common stock (the "UMB adjournment proposal"). Corporate Governance |
Other | Not determined | FOR 28 funds |
Split 5 FOR, 4 ABSTAIN |
| UNIPOL ASSICURAZIONI SPA | April 29, 2025 | Approve Internal Auditors' Remuneration Corporate Governance |
Other | None | FOR 11 funds |
Split 3 FOR, 4 AGAINST |
| UNIPOL ASSICURAZIONI SPA | April 29, 2025 | Approve Remuneration of Directors Corporate Governance |
Other | None | FOR 11 funds |
Split 3 FOR, 4 AGAINST |
| UNIPOL ASSICURAZIONI SPA | April 29, 2025 | Deliberations Pursuant to Article 2390 of Civil Code Re: Decisions Inherent to Authorization of Board Members to Assume Positions in Competing Companies Corporate Governance |
Other | None | AGAINST 11 funds |
Split 4 AGAINST, 3 ABSTAIN |
| UNITED OVERSEAS BANK LIMITED (SINGAPORE) | April 21, 2025 | Adopt Financial Statements and Directors' and Auditors' Reports Corporate Governance |
Other | For | FOR 22 funds |
Split 7 FOR, 1 AGAINST |
| UNITED PARCEL SERVICE INC. | May 8, 2025 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. Shareholder Rights and Defenses |
Other | Against | Split 39 FOR, 1 AGAINST |
Split 13 FOR, 5 AGAINST |
| UNITEDHEALTH | June 2, 2025 | If properly presented at the 2025 Annual Meeting of Shareholders, the shareholder proposal requesting a shareholder vote regarding excessive golden parachutes. Compensation |
Other | Against | AGAINST 104 funds |
Split 2 FOR, 27 AGAINST |
| UNITI GROUP INC. | April 2, 2025 | The Adjournment Proposal Approve, if necessary, the adjournment of the Special Meeting of Uniti stockholders to a later date or dates to permit further solicitation of proxies in the event that there are insufficient votes to approve one or more of the foregoing proposals or to ensure there are sufficient shares represented to constitute a quorum necessary to conduct the business of the Special Meeting (Proposal 5). Corporate Governance |
Other | For | FOR 18 funds |
Split 3 FOR, 3 ABSTAIN |
| UNITI GROUP INC. | April 2, 2025 | The Interim Charter Agreement Proposal Approve the amendment to the charter of Uniti, designating Uniti as the agent of Uniti stockholders to pursue damages in the event that specific performance is not sought or granted as a remedy for Windstream's willful breach of the Merger Agreement (Proposal 3). Corporate Governance |
Other | For | FOR 18 funds |
Split 3 FOR, 3 ABSTAIN |
| US FOODS HOLDING CORP. | May 22, 2025 | Stockholder proposal to adopt a right to call a special stockholder meeting at a 15% aggregate ownership threshold. Corporate Governance |
Other | None | Split 15 FOR, 34 AGAINST |
FOR 7 funds |
| VACASA INC. | April 29, 2025 | Adjournment of the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting Corporate Governance |
Other | For | FOR 8 funds |
Split 5 FOR, 2 ABSTAIN |
| VALE SA | April 30, 2025 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | Against | Split 7 AGAINST, 10 ABSTAIN |
ABSTAIN 2 funds |
| VAT GROUP AG | April 29, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 2 funds |
Split 3 AGAINST, 3 ABSTAIN |
| VECTOR GROUP LTD. | August 20, 2024 | Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director. Corporate Governance |
Other | Against | Split 2 FOR, 13 AGAINST |
FOR 7 funds |
| VERISIGN INC. | May 22, 2025 | Stockholder proposal to permit stockholder action by written consent. Corporate Governance |
Other | Against | AGAINST 29 funds |
Split 1 FOR, 22 AGAINST |
| VERISIGN INC. | May 22, 2025 | To approve an Amendment to the Company's Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Shareholder Rights and Defenses |
Other | For | FOR 29 funds |
Split 22 FOR, 1 AGAINST |
| VERISK ANALYTICS INC. | May 20, 2025 | Shareholder Proposal - Support Shareholder Ability to call for a Shareholder Meeting. Corporate Governance |
Other | Against | AGAINST 35 funds |
Split 11 FOR, 8 AGAINST |
| VERTEX PHARMACEUTICALS INC. | May 14, 2025 | Shareholder proposal, if properly presented at the meeting, regarding excessive golden parachutes. Compensation |
Other | Against | AGAINST 33 funds |
Split 12 FOR, 8 AGAINST |
| VICTORY CAPITAL HOLDINGS INC. | October 11, 2024 | To approve the adjournment of the special meeting, whether or not a quorum is present, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the share issuance proposal, the authorized preferred share increase proposal or the corporate opportunities proposal (the "adjournment proposal"). Corporate Governance |
Other | For | Split 1 FOR, 13 AGAINST |
Split 2 FOR, 1 AGAINST, 3 ABSTAIN |
| VISA INC. | January 28, 2025 | Shareholder proposal requesting adoption of a new director election resignation governance guideline. Corporate Governance |
Other | Against | Split 102 FOR, 23 AGAINST |
Split 3 FOR, 25 AGAINST |
| VISTA OUTDOOR INC. | November 25, 2024 | To approve adjournments of the Special Meeting (i) to the extent necessary to ensure that any required supplement or amendment to the accompanying proxy statement/prospectus is provided to the Vista Outdoor stockholders within a reasonable amount of time in advance of the Special Meeting, (ii) to the extent required by a court of competent jurisdiction, (iii) if there are insufficient shares of common stock, par value $0.01 per share, of Vista Outdoor represented to constitute a quorum necessary to conduct the business of the Special Meeting or (iv) to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 12 funds |
Split 3 FOR, 2 ABSTAIN |
| VITESSE ENERGY INC. | March 5, 2025 | The Adjournment Proposal - to approve the adjournment or postponement of the special meeting, if necessary or appropriate, including to solicit additional proxies if there are not sufficient votes to approve the Stock Issuance Proposal, subject to the provisions of the Arrangement Agreement, dated December 15, 2024, between Vitesse and Lucero. Corporate Governance |
Other | For | FOR 12 funds |
Split 3 FOR, 2 ABSTAIN |
| W. R. BERKLEY CORP. | June 11, 2025 | A stockholder proposal regarding director election resignation governance policy, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | Split 2 FOR, 17 AGAINST |
AGAINST 18 funds |
| WACOM CO. LTD. | June 26, 2025 | Amend Restricted Stock Plan Compensation |
Other | Against | Split 1 FOR, 2 AGAINST |
Split 1 FOR, 1 AGAINST |
| WAYSTAR HOLDING CORP | June 4, 2025 | Approve an amendment to our Amended and Restated Certificate of Incorporation to remove the existing limit on the maximum size of our board of directors. Corporate Governance |
Other | For | Split 1 FOR, 32 AGAINST |
Split 4 FOR, 4 AGAINST |
| WEC ENERGY GROUP INC. | May 8, 2025 | Stockholder proposal to support simple majority vote Corporate Governance |
Other | Against | Split 25 FOR, 1 AGAINST |
Split 12 FOR, 6 AGAINST |
| WEG SA | April 29, 2025 | Elect Lucia Maria Martins Casasanta as Fiscal Council Member and Silvia Maura Rodrigues Pereira as Alternate Appointed by Minority Shareholder Audit-related |
Other | None | Split 9 FOR, 10 ABSTAIN |
FOR 2 funds |
| WEICHAI POWER CO. LTD. | June 13, 2025 | Approve New Financial Services Agreement and Relevant New Caps Corporate Governance |
Other | For | Split 11 FOR, 2 AGAINST |
FOR 2 funds |
| WESBANCO INC. | December 11, 2024 | A proposal to approve the adjournment of the Wesbanco special meeting, if necessary, to permit further solicitation of proxies if there are not sufficient votes at the time of the Wesbanco special meeting to approve the Merger Agreement or the issuance of shares of Wesbanco common stock pursuant to the Merger Agreement in connection with the Merger. Corporate Governance |
Other | For | Split 6 FOR, 13 AGAINST |
Split 3 FOR, 3 ABSTAIN |
| WESCO INTE | May 22, 2025 | Shareholder proposal to give Shareholders the ability to call for a special shareholder meeting. Corporate Governance |
Other | Not determined | AGAINST 36 funds |
Split 4 FOR, 4 AGAINST |
| WEX INC. | May 15, 2025 | To approve an Amendment to the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | Split 30 FOR, 1 AGAINST |
FOR 12 funds |
| WHOLE EARTH BRANDS INC. | July 31, 2024 | To consider and vote on any proposal to adjourn the Special Meeting, from time to time, to a later date or dates to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | FOR 11 funds |
Split 4 FOR, 2 ABSTAIN |
| WOOLWORTHS GROUP LTD. | October 31, 2024 | Approve Farmed Seafood Reporting Environment or Climate |
Other | Against | AGAINST 9 funds |
Split 4 FOR, 4 AGAINST |
| WORKIVA INC. | May 29, 2025 | Approval of the amendment of Workiva's Certificate of Incorporation to allow for the exculpation of officers as permitted by Delaware law. Director Elections |
Other | For | Split 12 FOR, 11 AGAINST |
Split 3 FOR, 5 AGAINST |
| WORLEY LTD. | November 21, 2024 | Approve the Amendments to the Company's Constitution Corporate Governance |
Other | For | Split 1 FOR, 4 AGAINST |
Split 1 FOR, 1 AGAINST |
| XOMA ROYALTY CORP. | May 28, 2025 | Approval of an adjournment of the annual meeting, if necessary or appropriate, to solicit additional proxies. Corporate Governance |
Other | For | AGAINST 15 funds |
Split 2 FOR, 5 AGAINST |
| XYLEM | May 13, 2025 | Shareholder proposal to lower threshold for shareholders to call special meetings from 25% to 10% of Company stock, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 19 funds |
Split 7 FOR, 11 AGAINST |
| YAGEO CORP. | May 27, 2025 | Approve Amendments to Procedures Governing the Acquisition or Disposal of Assets Corporate Governance |
Other | For | Split 13 FOR, 9 AGAINST |
AGAINST 2 funds |
| YAKULT HONSHA CO. LTD. | June 25, 2025 | Approve Restricted Stock Plan Compensation |
Other | Against | Split 1 FOR, 10 AGAINST |
Split 4 FOR, 4 AGAINST |
| YAKULT HONSHA CO. LTD. | June 25, 2025 | Cancel the Company's Treasury Shares Capital Structure |
Other | Against | Split 1 FOR, 10 AGAINST |
AGAINST 9 funds |
| ZHAOJIN MINING INDUSTRY COMPANY LTD. | September 9, 2024 | Approve Amendments to the Articles of Association and Related Transactions Corporate Governance |
Other | For | Split 8 FOR, 2 AGAINST |
FOR 1 fund |
| ZHAOJIN MINING INDUSTRY COMPANY LTD. | February 26, 2025 | Elect Wang Ligang as Director Director Elections |
Other | For | Split 2 FOR, 8 AGAINST |
FOR 1 fund |
| ZHAOJIN MINING INDUSTRY COMPANY LTD. | February 26, 2025 | Elect Wei Junhao as Director Director Elections |
Other | For | Split 2 FOR, 8 AGAINST |
FOR 1 fund |
| ZHEJIANG SANHUA INTELLIGENT CONTROLS CO. LTD. | December 30, 2024 | Approve Amendments to Articles of Association and Related Rules Corporate Governance |
Other | For | Split 1 FOR, 5 AGAINST |
AGAINST 1 fund |
| ZIMMER BIO | May 29, 2025 | Approve an amendment to our Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law. Corporate Governance |
Other | Not determined | FOR 22 funds |
Split 19 FOR, 1 AGAINST |
| ZOETIS INC. | May 21, 2025 | Shareholder proposal regarding a special shareholder meeting improvement. Corporate Governance |
Other | Against | AGAINST 23 funds |
Split 1 FOR, 22 AGAINST |
| ZTE CORP. | March 28, 2025 | Elect Fang Rong as Director Director Elections |
Other | For | Split 9 FOR, 1 AGAINST |
AGAINST 1 fund |
| ZTE CORP. | March 28, 2025 | Elect Li Zixue as Director Director Elections |
Other | For | Split 9 FOR, 1 AGAINST |
AGAINST 1 fund |
| ZTE CORP. | March 28, 2025 | Elect Xu Ziyang as Director Director Elections |
Other | For | Split 9 FOR, 1 AGAINST |
FOR 1 fund |
| ZTE CORP. | March 28, 2025 | Elect Yan Junwu as Director Director Elections |
Other | For | Split 9 FOR, 1 AGAINST |
FOR 1 fund |
| ZTE CORP. | March 28, 2025 | Elect Zhang Hong as Director Director Elections |
Other | For | Split 9 FOR, 1 AGAINST |
FOR 1 fund |
| ZTE CORP. | March 28, 2025 | Elect Zhu Weimin as Director Director Elections |
Other | For | Split 9 FOR, 1 AGAINST |
FOR 1 fund |
| ZUORA INC. | February 13, 2025 | To adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 4 FOR, 10 AGAINST |
Split 4 FOR, 3 ABSTAIN |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 11 funds |
Split 4 AGAINST, 3 ABSTAIN |
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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.