Home › Asset managers › Compare 2025-2026 › Fidelity vs Equitable
Fidelity 2025-2026 · Equitable 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 63,913 | 53,510 | 1,976 | 8,427 | 96.4% | 91.9% |
| Board proposals | 53,820 | 44,348 | 1,811 | 7,661 | 96.1% | 91.2% |
| E&S shareholder proposals | 187 | 87 | 0 | 100 | 100.0% | 85.8% |
| Other items | 9,906 | 9,075 | 165 | 666 | 98.2% | 95.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
7,661 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 |
|---|---|---|---|---|---|---|
| America Movil SAB de CV | April 23, 2026 | Elect and/or Ratify Ernesto Vega Velasco as Director Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| American Assets Trust, Inc. | June 1, 2026 | Election of Directors: Dr. Robert S. Sullivan Director Elections |
Board | For | Split 14 FOR, 1 WITHHOLD |
Split 3 FOR, 3 WITHHOLD |
| American Assets Trust, Inc. | June 1, 2026 | Election of Directors: Ernest S. Rady Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 3 WITHHOLD |
| American Assets Trust, Inc. | June 1, 2026 | Election of Directors: Joy L. Schaefer Director Elections |
Board | For | Split 2 FOR, 13 WITHHOLD |
Split 3 FOR, 3 WITHHOLD |
| American Assets Trust, Inc. | June 1, 2026 | Election of Directors: Thomas S. Olinger Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 3 WITHHOLD |
| American Axle & Manufacturing Holdings, Inc. | July 15, 2025 | To approve the proposed issuance of AAM Shares (the "Share Issuance") to the shareholders of Dowlais Group plc ("Dowlais"), a public limited company incorporated in England and Wales, representing the stock consideration in the proposed acquisition by AAM of the entire issued and to be issued share capital of Dowlais (the "Combination"). Pursuant to the Combination, the shareholders of Dowlais ("Dowlais Shareholders") will be entitled to receive, for each ordinary share of 1 pence each in the capital of Dowlais (each, a "Dowlais Share" and, collectively, the "Dowlais Shares") held by such shareholder, 42 pence per share in cash and 0.0863 new AAM Shares (the "Share Issuance Proposal"); and Extraordinary Transactions |
Board | For | FOR 14 funds |
Split 3 FOR, 1 ABSTAIN |
| American Coastal Insurance Corporation | May 26, 2026 | Election of Directors To be elected for terms expiring in 2028: Alec L. Poitevint, II Class B Nominee Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 1 ABSTAIN |
| American Coastal Insurance Corporation | May 26, 2026 | Election of Directors To be elected for terms expiring in 2028: Kern M. Davis, M.D. Class B Nominee Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 1 ABSTAIN |
| American Coastal Insurance Corporation | May 26, 2026 | Election of Directors To be elected for terms expiring in 2028: Patrick F. Maroney Class B Nominee Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 1 ABSTAIN |
| American Coastal Insurance Corporation | May 26, 2026 | Election of Directors To be elected for terms expiring in 2028: William H. Hood, III Class B Nominee Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 1 ABSTAIN |
| American International Group, Inc. | May 13, 2026 | Election of Directors: Diana M. Murphy Director Elections |
Board | For | FOR 17 funds |
Split 17 FOR, 1 AGAINST |
| American International Group, Inc. | May 13, 2026 | Election of Directors: JAMES COLE, JR. Director Elections |
Board | For | FOR 18 funds |
Split 17 FOR, 1 AGAINST |
| American International Group, Inc. | May 13, 2026 | Election of Directors: JOHN G. RICE Director Elections |
Board | For | FOR 18 funds |
Split 17 FOR, 1 AGAINST |
| American Realty Investors, Inc. | December 10, 2025 | Election of Directors: Henry A. Butler Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 1 WITHHOLD |
| American States Water Company | May 19, 2026 | Election of Class III Directors: Mr. C. James Levin Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 2 WITHHOLD |
| American States Water Company | May 19, 2026 | Election of Class III Directors: Mr. Roger M. Ervin Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 2 WITHHOLD |
| American States Water Company | May 19, 2026 | Election of Class III Directors: Mr. Thomas A. Eichelberger Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 2 WITHHOLD |
| American Vanguard Corporation | July 2, 2025 | Election of Directors: Steven D. Macicek Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 1 AGAINST |
| Ameriprise Financial, Inc. | April 29, 2026 | Election of Directors: Amy DiGeso Director Elections |
Board | For | FOR 42 funds |
Split 22 FOR, 1 AGAINST |
| Ameriprise Financial, Inc. | April 29, 2026 | Election of Directors: Dianne Neal Blixt Director Elections |
Board | For | FOR 42 funds |
Split 22 FOR, 1 AGAINST |
| Ameriprise Financial, Inc. | April 29, 2026 | Election of Directors: James M. Cracchiolo Director Elections |
Board | For | FOR 42 funds |
Split 22 FOR, 1 AGAINST |
| Ameriprise Financial, Inc. | April 29, 2026 | Election of Directors: Robert F. Sharpe, Jr. Director Elections |
Board | For | FOR 42 funds |
Split 22 FOR, 1 AGAINST |
| Ames National Corporation | April 29, 2026 | Election of Directors, who will serve a three-year term: Jeffery C. Baker Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 1 WITHHOLD |
| Ames National Corporation | April 29, 2026 | Election of Directors, who will serve a three-year term: Patrick G. Hagan Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 1 WITHHOLD |
| Amneal Pharmaceuticals, Inc. | May 6, 2026 | Election of Directors: Deb Autor Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 8 funds |
| Amneal Pharmaceuticals, Inc. | May 6, 2026 | Election of Directors: J. Kevin Buchi Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 8 funds |
| Amneal Pharmaceuticals, Inc. | May 6, 2026 | Election of Directors: Jeff George Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 8 funds |
| Amneal Pharmaceuticals, Inc. | May 6, 2026 | Election of Directors: John Kiely Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 8 funds |
| Amneal Pharmaceuticals, Inc. | May 6, 2026 | Election of Directors: Paul Meister Director Elections |
Board | For | FOR 18 funds |
Split 4 FOR, 3 AGAINST |
| Amneal Pharmaceuticals, Inc. | May 6, 2026 | Election of Directors: Shlomo Yanai Director Elections |
Board | For | Split 18 FOR, 1 AGAINST |
FOR 8 funds |
| Amplitude, Inc. | June 9, 2026 | The election of three Class II directors to hold office until the 2029 Annual Meeting of Stockholders, and until each such director's respective successor is elected and qualified: Pat Grady Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 1 WITHHOLD |
| Amprius Technologies, Inc. | June 11, 2026 | Election of Class I Directors: Kathleen Bayless Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 2 WITHHOLD |
| Angi Inc. | June 10, 2026 | Election of Class II Directors: Glenn H. Schiffman Director Elections |
Board | For | Split 12 FOR, 4 WITHHOLD |
Split 2 FOR, 5 WITHHOLD |
| Angi Inc. | June 10, 2026 | Election of Class II Directors: Sandra Buchanan Director Elections |
Board | For | Split 13 FOR, 3 WITHHOLD |
Split 5 FOR, 2 WITHHOLD |
| Angi Inc. | June 10, 2026 | Election of Class II Directors: Thomas C. Pickett Jr. Director Elections |
Board | For | Split 14 FOR, 2 WITHHOLD |
FOR 7 funds |
| Anika Therapeutics, Inc. | June 18, 2026 | Election of three Class III Directors: Gary P. Fischetti Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 1 AGAINST |
| Anika Therapeutics, Inc. | June 18, 2026 | Election of three Class III Directors: John B. Henneman, III Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 1 AGAINST |
| Antero Midstream Corporation | June 3, 2026 | Class I Nominees: W. Howard Keenan, Jr. Director Elections |
Board | For | FOR 27 funds |
Split 2 FOR, 4 WITHHOLD |
| Antero Resources Corporation | June 3, 2026 | Class I Nominees: Brenda R. Schroer Director Elections |
Board | For | FOR 40 funds |
Split 2 FOR, 4 WITHHOLD |
| Antero Resources Corporation | June 3, 2026 | Class I Nominees: Thomas B. Tyree, Jr. Director Elections |
Board | For | FOR 40 funds |
Split 2 FOR, 4 WITHHOLD |
| Aozora Bank Ltd. | June 23, 2026 | Elect Director Omi, Hideto Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| Apartment Investment and Management Company | February 6, 2026 | Compensation Proposal. To approve, on a non-binding, advisory basis, the specified compensation that may be paid or become payable to Aimco's named executive officers in connection with the Plan of Sale and Liquidation. Say-on-Pay |
Board | For | Split 1 FOR, 16 AGAINST |
Split 4 FOR, 2 AGAINST |
| Apogee Enterprises, Inc. | June 24, 2026 | ELECTION OF DIRECTORS: Class I Directors: Donald A. Nolan Director Elections |
Board | For | FOR 16 funds |
Split 3 FOR, 2 AGAINST |
| Apogee Enterprises, Inc. | June 24, 2026 | ELECTION OF DIRECTORS: Class I Directors: Patricia K. Wagner Director Elections |
Board | For | FOR 16 funds |
Split 3 FOR, 2 AGAINST |
| Apogee Therapeutics, Inc. | June 9, 2026 | Election of Class III Directors for terms expiring in 2029: William (BJ) Jones, Jr. Director Elections |
Board | For | Split 34 FOR, 1 WITHHOLD |
Split 1 FOR, 7 WITHHOLD |
| Apollo Hospitals Enterprise Ltd. | June 24, 2026 | Approve Composite Scheme of Arrangement Extraordinary Transactions |
Board | For | Split 1 FOR, 9 AGAINST |
AGAINST 1 fund |
| AppFolio, Inc. | June 12, 2026 | Election of Class II Directors: Olivia Nottebohm Director Elections |
Board | For | Split 6 FOR, 17 WITHHOLD |
Split 2 FOR, 4 WITHHOLD |
| AppLovin Corporation | June 3, 2026 | Election of Directors: BARBARA MESSING Director Elections |
Board | For | Split 43 FOR, 1 WITHHOLD |
Split 9 FOR, 7 WITHHOLD |
| AppLovin Corporation | June 3, 2026 | Election of Directors: CRAIG BILLINGS Director Elections |
Board | For | FOR 43 funds |
Split 15 FOR, 2 WITHHOLD |
| AppLovin Corporation | June 3, 2026 | Election of Directors: Eduardo Vivas Director Elections |
Board | For | Split 43 FOR, 1 WITHHOLD |
Split 10 FOR, 7 WITHHOLD |
| AppLovin Corporation | June 3, 2026 | Election of Directors: HERALD CHEN Director Elections |
Board | For | FOR 43 funds |
Split 9 FOR, 7 WITHHOLD |
| AppLovin Corporation | June 3, 2026 | Election of Directors: MARGARET GEORGIADIS Director Elections |
Board | For | Split 25 FOR, 18 WITHHOLD |
Split 9 FOR, 7 WITHHOLD |
| AppLovin Corporation | June 3, 2026 | Election of Directors: MAYNARD WEBB Director Elections |
Board | For | Split 43 FOR, 1 WITHHOLD |
Split 9 FOR, 7 WITHHOLD |
| AppLovin Corporation | June 3, 2026 | Election of Directors: TODD MORGENFELD Director Elections |
Board | For | FOR 44 funds |
Split 9 FOR, 7 WITHHOLD |
| Appian Corporation | June 3, 2026 | Election of Directors: Barbara Bobbie Kilberg Director Elections |
Board | For | Split 3 FOR, 14 WITHHOLD |
Split 1 FOR, 7 WITHHOLD |
| Appian Corporation | June 3, 2026 | Election of Directors: Carl Boe Hartman II Director Elections |
Board | For | FOR 17 funds |
Split 3 FOR, 4 WITHHOLD |
| Appian Corporation | June 3, 2026 | Election of Directors: Mark Lynch Director Elections |
Board | For | Split 13 FOR, 4 WITHHOLD |
Split 3 FOR, 4 WITHHOLD |
| Appian Corporation | June 3, 2026 | Election of Directors: Matthew Calkins Director Elections |
Board | For | Split 13 FOR, 4 WITHHOLD |
Split 3 FOR, 4 WITHHOLD |
| Appian Corporation | June 3, 2026 | Election of Directors: Michael Beckley Director Elections |
Board | For | Split 13 FOR, 4 WITHHOLD |
FOR 8 funds |
| Appian Corporation | June 3, 2026 | Election of Directors: Robert C. Kramer Director Elections |
Board | For | Split 13 FOR, 4 WITHHOLD |
Split 3 FOR, 4 WITHHOLD |
| Appian Corporation | June 3, 2026 | Election of Directors: Shirley A. Edwards Director Elections |
Board | For | Split 16 FOR, 1 WITHHOLD |
Split 3 FOR, 4 WITHHOLD |
| Appier Group, Inc. | March 27, 2026 | Elect Director Chih-Han Yu Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| Applied Digital Corporation | November 5, 2025 | Election of Directors: Chuck Hastings Director Elections |
Board | For | FOR 17 funds |
Split 5 FOR, 2 WITHHOLD |
| Applied Digital Corporation | November 5, 2025 | Election of Directors: Douglas Miller Director Elections |
Board | For | FOR 17 funds |
Split 5 FOR, 2 WITHHOLD |
| Applied Digital Corporation | November 5, 2025 | Election of Directors: Richard Nottenburg Director Elections |
Board | For | Split 16 FOR, 1 WITHHOLD |
WITHHOLD 7 funds |
| Applied Materials, Inc. | March 12, 2026 | Election of Directors: Kevin P. March Director Elections |
Board | For | FOR 43 funds |
Split 21 FOR, 1 AGAINST |
| Applied Optoelectronics, Inc. | June 4, 2026 | Class I Directors for Election: Che-Wei Lin Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 4 WITHHOLD |
| AptarGroup, Inc. | May 6, 2026 | Election of Directors: B. Craig Owens Director Elections |
Board | For | FOR 26 funds |
Split 2 FOR, 4 AGAINST |
| AptarGroup, Inc. | May 6, 2026 | Election of Directors: Candace Matthews Director Elections |
Board | For | FOR 26 funds |
Split 2 FOR, 4 AGAINST |
| AptarGroup, Inc. | May 6, 2026 | Election of Directors: George L. Fotiades Director Elections |
Board | For | FOR 26 funds |
Split 2 FOR, 4 AGAINST |
| AptarGroup, Inc. | May 6, 2026 | Election of Directors: Julie Xing Director Elections |
Board | For | FOR 26 funds |
Split 2 FOR, 4 AGAINST |
| Archer Aviation Inc. | June 26, 2026 | Election of Class II Directors: Barbara Pilarski Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 2 WITHHOLD |
| Archer Aviation Inc. | June 26, 2026 | Election of Class II Directors: Maria Pinelli Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 2 WITHHOLD |
| Arclands Corp. | May 28, 2026 | Elect Director Sato, Yoshifumi Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: David Lacey, M.D. Director Elections |
Board | For | FOR 18 funds |
Split 4 FOR, 3 WITHHOLD |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Dietmar Berger, M.D., Ph.D. Director Elections |
Board | For | FOR 18 funds |
Split 4 FOR, 3 WITHHOLD |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Johanna Mercier Director Elections |
Board | For | FOR 18 funds |
Split 4 FOR, 3 WITHHOLD |
| Arcus Biosciences, Inc. | June 11, 2026 | Election of Directors: Nicole Lambert Director Elections |
Board | For | FOR 18 funds |
Split 4 FOR, 3 WITHHOLD |
| Ardagh Metal Packaging SA | June 4, 2026 | Elect Mark Porto as Class III Director Director Elections |
Board | For | Split 8 FOR, 1 AGAINST |
AGAINST 6 funds |
| Ardagh Metal Packaging SA | June 4, 2026 | Elect Mark Porto as Class III Director to Fill Vacancy on the Board of Directors until the Annual General Meeting Director Elections |
Board | For | Split 8 FOR, 1 AGAINST |
AGAINST 6 funds |
| Ardelyx, Inc. | June 16, 2026 | To elect three Class III directors to hold office until the 2029 Annual Meeting of Stockholders and until his or her successor is duly elected and qualified, subject to his or her earlier death, resignation or removal: Robert Bazemore Director Elections |
Board | For | Split 15 FOR, 1 WITHHOLD |
Split 3 FOR, 2 WITHHOLD |
| Ardent Health, Inc. | May 20, 2026 | Election of Directors: Peter Bynoe Director Elections |
Board | For | Split 6 FOR, 1 WITHHOLD |
Split 2 FOR, 5 WITHHOLD |
| Ares Commercial Real Estate Corporation | May 27, 2026 | Election of Directors: Caroline E. Blakely Persons to serve as Class II Directors until the Company's 2029 Annual Meeting of Stockholders and until their successors are duly elected and qualify. Director Elections |
Board | For | FOR 10 funds |
Split 4 FOR, 1 WITHHOLD |
| Ares Commercial Real Estate Corporation | May 27, 2026 | Election of Directors: William S. Benjamin Persons to serve as Class II Directors until the Company's 2029 Annual Meeting of Stockholders and until their successors are duly elected and qualify. Director Elections |
Board | For | WITHHOLD 10 funds |
Split 4 FOR, 1 WITHHOLD |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Antoinette Bush Director Elections |
Board | For | Split 15 FOR, 11 AGAINST |
Split 10 FOR, 8 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Antony P. Ressler Director Elections |
Board | For | Split 1 FOR, 25 AGAINST |
Split 16 FOR, 3 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Ashish Bhutani Director Elections |
Board | For | Split 15 FOR, 11 AGAINST |
Split 18 FOR, 1 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Bennett Rosenthal Director Elections |
Board | For | FOR 26 funds |
Split 18 FOR, 1 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: David B. Kaplan Director Elections |
Board | For | FOR 26 funds |
Split 18 FOR, 1 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Dr. Judy D. Olian Director Elections |
Board | For | Split 14 FOR, 12 AGAINST |
Split 5 FOR, 13 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Eileen Naughton Director Elections |
Board | For | Split 15 FOR, 11 AGAINST |
Split 18 FOR, 1 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Michael J Arougheti Director Elections |
Board | For | Split 15 FOR, 11 AGAINST |
Split 16 FOR, 3 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Michael Lynton Director Elections |
Board | For | Split 1 FOR, 25 AGAINST |
Split 16 FOR, 3 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: Paul G. Joubert Director Elections |
Board | For | Split 15 FOR, 11 AGAINST |
Split 18 FOR, 1 AGAINST |
| Ares Management Corporation | June 8, 2026 | Election of Directors: R. Kipp deVeer Director Elections |
Board | For | FOR 26 funds |
Split 18 FOR, 1 AGAINST |
| Argo Graphics, Inc. | June 18, 2026 | Elect Director Ozaki, Muneshi Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| Arhaus, Inc. | May 14, 2026 | To elect three Directors, each to serve a three-year term: Rick Doody Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 1 WITHHOLD |
| Arista Networks, Inc. | May 29, 2026 | Election of Directors: Greg Lavender Director Elections |
Board | For | FOR 82 funds |
Split 10 FOR, 9 WITHHOLD |
| Arista Networks, Inc. | May 29, 2026 | Election of Directors: Lewis Chew Director Elections |
Board | For | FOR 82 funds |
Split 10 FOR, 9 WITHHOLD |
| Arista Networks, Inc. | May 29, 2026 | Election of Directors: Mark B. Templeton Director Elections |
Board | For | Split 81 FOR, 1 WITHHOLD |
Split 5 FOR, 15 WITHHOLD |
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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.