Home › Asset managers › Compare 2025-2026 › Dimensional vs Invesco
Dimensional 2025-2026 · Invesco 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 63,030 | 56,022 | 6,431 | 577 | 89.7% | 89.4% |
| Board proposals | 53,072 | 47,186 | 5,488 | 398 | 89.6% | 89.4% |
| E&S shareholder proposals | 173 | 130 | 0 | 43 | 100.0% | 94.0% |
| Other items | 9,785 | 8,706 | 943 | 136 | 90.2% | 89.7% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
43 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 | Dimensional | Invesco |
|---|---|---|---|---|---|---|
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Retirement Plan Climate Risk. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 37 funds |
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | To vote upon a shareholder proposal requiring the Company to provide a report on political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 18 FOR, 5 AGAINST |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal Regarding Food Waste Reporting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
AGAINST 9 funds |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI data usage oversight Corporate Governance |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
Split 39 FOR, 23 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI-generated misinformation Corporate Governance |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 5 FOR, 57 AGAINST |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
AGAINST 62 funds |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
AGAINST 55 funds |
| ARCBEST CORPORATION | April 24, 2026 | A shareholder proposal to approve GHG emissions reduction targets, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST |
Split 6 FOR, 1 AGAINST |
| AUTONATION, INC. | April 28, 2026 | Adoption of stockholder proposal regarding GHG report. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 10 FOR, 5 AGAINST |
| BOOKING HOLDINGS INC. | June 2, 2026 | Non-binding stockholder vote on a proposal to avoid brand damage due to corporate political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
Split 2 FOR, 33 AGAINST |
| CASEY'S GENERAL STORES, INC. | September 3, 2025 | Shareholder proposal regarding Scope 3 greenhouse gas reduction targets. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 16 funds |
| CHARTER COMMUNICATIONS, INC. | April 21, 2026 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
AGAINST 28 funds |
| GENERAL MILLS, INC. | September 30, 2025 | Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 1 FOR, 27 AGAINST |
| HARLEY-DAVIDSON, INC. | May 21, 2026 | To vote on a shareholder proposal regarding a climate transition plan. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
AGAINST 8 funds |
| Knight-Swift Transportation Holdings Inc. | May 12, 2026 | Vote on a stockholder proposal regarding support for transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 4 FOR, 10 AGAINST |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting a report describing how the Company could disclose its plastic packaging footprint. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 32 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding data protection impact assessment on generative Al chatbots. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 11 FOR, 56 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on addressing antisemitism and hate in online platforms. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 11 FOR, 56 AGAINST |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on climate change-related commitments. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 67 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on risks of anti-American discrimination from H-1B visa program use. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 62 AGAINST, 5 ABSTAIN |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 3 FOR, 67 AGAINST |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Human Rights Due Diligence Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 5 FOR, 65 AGAINST |
| NEXTERA ENERGY, INC. | May 21, 2026 | A proposal entitled "Paris Agreement Alignment" requesting NextEra Energy publish a report describing if and how the Company plans to reduce its total contribution to climate change and align its operations and investments with the Paris Agreement's goal of maintaining global temperatures well below 2 degrees Celsius, and ideally, 1.5 degrees Celsius. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 1 FOR, 23 AGAINST |
| NVR, INC. | May 7, 2026 | Shareholder proposal to disclose greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
AGAINST 18 funds |
| O'REILLY AUTOMOTIVE, INC. | May 14, 2026 | Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending." Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
Split 1 FOR, 31 AGAINST |
| OTIS WORLDWIDE CORPORATION | May 27, 2026 | Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 23 funds |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Stockholder proposal entitled "Political Spending Disclosure," if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
Split 32 FOR, 7 AGAINST |
| SKYWORKS SOLUTIONS, INC. | May 13, 2026 | To approve a stockholder proposal regarding greenhouse gas emission reduction efforts report. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST |
AGAINST 23 funds |
| SONOCO PRODUCTS COMPANY | April 15, 2026 | Advisory (non-binding) shareholder proposal - avoid brand damage from political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST |
Split 11 FOR, 1 AGAINST |
| STEEL DYNAMICS, INC. | May 6, 2026 | SHAREHOLDER PROPOSAL - AVOID POLITICAL SPENDING BRAND DAMAGE Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 21 FOR, 2 AGAINST |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Disclosure of Energy Supply Ratio Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
AGAINST 43 funds |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Lobbying Disclosure Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 1 FOR, 42 AGAINST |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 29 funds |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 29 funds |
| THE PROCTER & GAMBLE COMPANY | October 14, 2025 | Shareholder Proposal Requesting Additional Reporting on Plastic Packaging Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 44 funds |
| THE TRAVELERS COMPANIES, INC. | May 20, 2026 | Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
AGAINST 30 funds |
| UNDER ARMOUR, INC. | September 3, 2025 | To vote on a stockholder proposal, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 8 AGAINST |
AGAINST 5 funds |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To require UPS to engage a third-party to audit and prepare an additional report on the impacts of UPS operations affecting BIPOC and low income communities. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
AGAINST 23 funds |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To require UPS to provide an additional report describing the alignment of its operations and investments with its carbon neutrality goals. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
AGAINST 23 funds |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its workforce diversity, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 1 FOR, 21 AGAINST |
| VERIZON COMMUNICATIONS | May 21, 2026 | Board oversight of material issues related to climate change Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
AGAINST 33 funds |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Energy Supply Ratio. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
AGAINST 41 funds |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Report on High-Carbon Financing Litigation Risks. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
AGAINST 41 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.