Home › Asset managers › Compare 2025-2026 › Invesco vs Equitable
Invesco 2025-2026 · Equitable 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 54,064 | 44,234 | 3,163 | 6,667 | 93.3% | 89.3% |
| Board proposals | 45,999 | 37,242 | 2,748 | 6,009 | 93.1% | 88.9% |
| E&S shareholder proposals | 174 | 83 | 0 | 91 | 100.0% | 86.8% |
| Other items | 7,891 | 6,909 | 415 | 567 | 94.3% | 91.7% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
6,009 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 | Invesco | Equitable |
|---|---|---|---|---|---|---|
| BROOKFIELD ASSET MANAGEMENT LTD | May 7, 2026 | ELECT DIRECTOR KEITH JOHNSON Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 5 WITHHOLD |
| BROOKFIELD ASSET MANAGEMENT LTD | May 7, 2026 | ELECT DIRECTOR MARCEL R. COUTU Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 5 WITHHOLD |
| BROOKFIELD ASSET MANAGEMENT LTD | May 7, 2026 | ELECT DIRECTOR NILI GILBERT Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 5 WITHHOLD |
| BROOKFIELD ASSET MANAGEMENT LTD | May 7, 2026 | ELECT DIRECTOR OLIVIA (LIV) GARFIELD Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 5 WITHHOLD |
| BROOKFIELD ASSET MANAGEMENT LTD | May 7, 2026 | ELECT DIRECTOR SCOTT CUTLER Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 5 WITHHOLD |
| BROOKFIELD BUSINESS CORPORATION NEW | June 18, 2026 | ELECT DIRECTOR CYRUS MADON Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 2 WITHHOLD |
| BROOKFIELD BUSINESS CORPORATION NEW | June 18, 2026 | ELECT DIRECTOR DAVID COURT Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 2 WITHHOLD |
| BROOKFIELD BUSINESS CORPORATION NEW | June 18, 2026 | ELECT DIRECTOR JEFFREY BLIDNER Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 2 WITHHOLD |
| BROOKFIELD BUSINESS CORPORATION NEW | June 18, 2026 | ELECT DIRECTOR LORI PEARSON Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 2 WITHHOLD |
| BROOKFIELD BUSINESS CORPORATION NEW | June 18, 2026 | ELECT DIRECTOR PATRICIA ZUCCOTTI Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 2 WITHHOLD |
| BROOKFIELD BUSINESS CORPORATION NEW | June 18, 2026 | ELECT DIRECTOR STEPHEN GIRSKY Director Elections |
Board | For | WITHHOLD 3 funds |
Split 4 FOR, 2 WITHHOLD |
| BROOKFIELD INFRASTRUCTURE CORPORATION | June 24, 2026 | ELECT DIRECTOR ANNE C. SCHAUMBURG Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 1 WITHHOLD |
| BROOKFIELD INFRASTRUCTURE CORPORATION | June 24, 2026 | ELECT DIRECTOR DANIEL MUNIZ QUINTANILLA Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 1 WITHHOLD |
| BROOKFIELD INFRASTRUCTURE CORPORATION | June 24, 2026 | ELECT DIRECTOR JEFFREY BLIDNER Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 1 WITHHOLD |
| BROOKFIELD INFRASTRUCTURE CORPORATION | June 24, 2026 | ELECT DIRECTOR JOHN MULLEN Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 1 WITHHOLD |
| BROOKFIELD INFRASTRUCTURE CORPORATION | June 24, 2026 | ELECT DIRECTOR MALCOLM COCKWELL Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 1 WITHHOLD |
| BROOKFIELD INFRASTRUCTURE CORPORATION | June 24, 2026 | ELECT DIRECTOR RAJEEV VASUDEVA Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 1 WITHHOLD |
| BROOKFIELD INFRASTRUCTURE CORPORATION | June 24, 2026 | ELECT DIRECTOR ROSLYN KELLY Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 1 WITHHOLD |
| BROOKFIELD INFRASTRUCTURE CORPORATION | June 24, 2026 | ELECT DIRECTOR SUZANNE NIMOCKS Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 1 WITHHOLD |
| BROOKFIELD INFRASTRUCTURE CORPORATION | June 24, 2026 | ELECT DIRECTOR WILLIAM COX Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 1 WITHHOLD |
| BROOKFIELD RENEWABLE HOLDINGS CORPORATION | June 17, 2026 | ELECT DIRECTOR ELEAZAR DE CARVALHO FILHO Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| BROOKFIELD RENEWABLE HOLDINGS CORPORATION | June 17, 2026 | ELECT DIRECTOR JEFFREY BLIDNER Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| BROOKFIELD RENEWABLE HOLDINGS CORPORATION | June 17, 2026 | ELECT DIRECTOR LOU MAROUN Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| BROOKFIELD RENEWABLE HOLDINGS CORPORATION | June 17, 2026 | ELECT DIRECTOR NANCY DORN Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| BROOKFIELD RENEWABLE HOLDINGS CORPORATION | June 17, 2026 | ELECT DIRECTOR PATRICIA ZUCCOTTI Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| BROOKFIELD RENEWABLE HOLDINGS CORPORATION | June 17, 2026 | ELECT DIRECTOR SARAH DEASLEY Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| BROOKFIELD RENEWABLE HOLDINGS CORPORATION | June 17, 2026 | ELECT DIRECTOR STEPHEN WESTWELL Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 3 WITHHOLD |
| BROWN & BROWN, INC. | May 6, 2026 | To approve, on an advisory basis, the compensation of named executive officers. Say-on-Pay |
Board | For | FOR 25 funds |
Split 20 FOR, 1 AGAINST |
| BT GROUP PLC | July 10, 2025 | Authorise Issue of Equity without Pre-emptive Rights Capital Structure |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| BT GROUP PLC | July 10, 2025 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Capital Structure |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| BT GROUP PLC | July 10, 2025 | Re-elect Tushar Morzaria as Director Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| BUILD-A-BEAR WORKSHOP, INC. | June 11, 2026 | Election of Directors: Lesli Rotenberg Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 2 AGAINST |
| BUILD-A-BEAR WORKSHOP, INC. | June 11, 2026 | Election of Directors: Narayan Iyengar Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 2 AGAINST |
| BUMBLE INC. | June 4, 2026 | Approval, on a non-binding advisory basis, of the compensation of the named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 5 FOR, 1 AGAINST |
| BUNZL PLC | April 22, 2026 | Re-elect Vin Murria as Director Director Elections |
Board | For | FOR 5 funds |
Split 5 FOR, 4 AGAINST |
| BUREAU VERITAS SA | May 19, 2026 | REELECT GEOFFROY ROUX DE BEZIEUX AS DIRECTOR Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 4 AGAINST |
| BUREAU VERITAS SA | May 19, 2026 | REELECT JEAN-FRANCOIS PALUS AS DIRECTOR Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 4 AGAINST |
| BURFORD CAPITAL LIMITED | May 13, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement for the 2026 annual general meeting of shareholders under "Executive compensation", including the compensation discussion and analysis, the compensation tables and the related narrative discussion included therein ("Say-on-Pay"). Say-on-Pay |
Board | For | Split 2 FOR, 5 AGAINST, 1 ABSTAIN |
Split 1 FOR, 7 AGAINST |
| BUTTERFLY NETWORK, INC. | June 18, 2026 | To approve by a non-binding advisory vote the compensation of the Company's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 4 FOR, 1 AGAINST |
| BV Financial, Inc. | May 7, 2026 | The election of three directors each to serve for a term of three years: Brian K. McHale Director Elections |
Board | For | FOR 1 fund |
Split 4 FOR, 1 WITHHOLD |
| BV Financial, Inc. | May 7, 2026 | The election of three directors each to serve for a term of three years: Gary T. Amereihn Director Elections |
Board | For | FOR 1 fund |
Split 4 FOR, 1 WITHHOLD |
| BV Financial, Inc. | May 7, 2026 | The election of three directors each to serve for a term of three years: P. David Bramble Director Elections |
Board | For | FOR 1 fund |
Split 4 FOR, 1 WITHHOLD |
| BXP, INC. | May 21, 2026 | To approve, by non-binding, advisory resolution, the Company's named executive officer compensation. Say-on-Pay |
Board | For | Split 7 FOR, 19 AGAINST |
FOR 19 funds |
| Bajaj Auto Limited | August 6, 2025 | Approve Makarand M Joshi & Co. as Secretarial Auditors and Authorize Board to Fix Their Remuneration Audit-related |
Board | For | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| Bajaj Auto Limited | August 6, 2025 | Reelect Niraj Bajaj as Director Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| Bajaj Finance Limited | July 24, 2025 | Amend Employee Stock Option Scheme, 2009 Compensation |
Board | For | Split 2 FOR, 1 ABSTAIN |
FOR 2 funds |
| Bajaj Finance Limited | July 24, 2025 | Approve Acquisition of Shares from Secondary Market by the Trust for the Implementation of Employee Stock Option Scheme, 2009 Compensation |
Board | For | Split 2 FOR, 1 ABSTAIN |
FOR 2 funds |
| Bajaj Finance Limited | July 24, 2025 | Approve Dividends Capital Structure |
Board | For | Split 2 FOR, 1 ABSTAIN |
FOR 2 funds |
| Bajaj Finance Limited | July 24, 2025 | Approve Grant of Employee Stock Options to the Employees of Holding and/or Subsidiary Company(ies) of the Company under Employee Stock Option Scheme, 2009 Compensation |
Board | For | Split 2 FOR, 1 ABSTAIN |
Split 1 FOR, 1 AGAINST |
| Bajaj Finance Limited | July 24, 2025 | Approve Issuance of Non-Convertible Debentures through Private Placement Capital Structure |
Board | For | Split 2 FOR, 1 ABSTAIN |
FOR 2 funds |
| Bajaj Finance Limited | July 24, 2025 | Approve Makarand M. Joshi & Co., Practicing Company Secretaries as Auditors and Authorize Board to Fix Their Remuneration Audit-related |
Board | For | Split 2 FOR, 1 ABSTAIN |
FOR 2 funds |
| Bajaj Finance Limited | July 24, 2025 | Reelect Anup Kumar Saha as Director Director Elections |
Board | For | Split 2 FOR, 1 ABSTAIN |
FOR 2 funds |
| Baker Hughes Company | May 19, 2026 | The Election of Directors: Cynthia B. Carroll Director Elections |
Board | For | FOR 37 funds |
Split 11 FOR, 7 AGAINST |
| Baker Hughes Company | May 19, 2026 | The Election of Directors: Lorenzo Simonelli Director Elections |
Board | For | FOR 37 funds |
Split 18 FOR, 1 AGAINST |
| Baker Hughes Company | May 19, 2026 | The Election of Directors: Michael R. Dumais Director Elections |
Board | For | FOR 37 funds |
Split 18 FOR, 1 AGAINST |
| Baker Hughes Company | May 19, 2026 | The Election of Directors: Mohsen M. Sohi Director Elections |
Board | For | FOR 37 funds |
Split 18 FOR, 1 AGAINST |
| Balchem Corporation | June 18, 2026 | Election of Directors: Daniel Knutson Director Elections |
Board | For | FOR 9 funds |
Split 4 FOR, 3 AGAINST |
| Balchem Corporation | June 18, 2026 | Election of Directors: David Fischer Director Elections |
Board | For | FOR 9 funds |
Split 4 FOR, 3 AGAINST |
| Ball Corporation | April 29, 2026 | Election of Directors: Todd A. Penegor Director Elections |
Board | For | FOR 21 funds |
Split 3 FOR, 14 AGAINST |
| BancFirst Corporation | May 28, 2026 | Election of Directors: David R. Harlow Director Elections |
Board | For | FOR 9 funds |
Split 4 FOR, 3 AGAINST |
| Bandai Namco Holdings, Inc. | June 22, 2026 | Elect Director Asako, Yuji Director Elections |
Board | For | AGAINST 3 funds |
Split 4 FOR, 4 AGAINST |
| Bangkok Dusit Medical Services Public Co. Ltd. | April 9, 2026 | Elect Narumol Noi-am as Director Director Elections |
Board | For | Split 2 FOR, 2 AGAINST |
AGAINST 1 fund |
| Bangkok Dusit Medical Services Public Co. Ltd. | April 9, 2026 | Elect Poramaporn Prasarttong-Osoth as Director Director Elections |
Board | For | Split 2 FOR, 2 AGAINST |
AGAINST 1 fund |
| Bangkok Dusit Medical Services Public Co. Ltd. | April 9, 2026 | Elect Thongchai Jira-alongkorn as Director Director Elections |
Board | For | Split 2 FOR, 2 AGAINST |
AGAINST 1 fund |
| Bank of Ireland Group Plc | May 21, 2026 | Authorise Issue of Equity without Pre-emptive Rights Capital Structure |
Board | For | FOR 6 funds |
Split 5 FOR, 4 AGAINST |
| Bank of Ireland Group Plc | May 21, 2026 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Capital Structure |
Board | For | FOR 6 funds |
Split 5 FOR, 4 AGAINST |
| Bankwell Financial Group, Inc. | May 20, 2026 | Election of Directors: Kevin D. Leitao Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 5 WITHHOLD |
| Banner Corporation | May 20, 2026 | Election of twelve directors to each serve for a one-year term: Roberto R. Herencia Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 2 AGAINST |
| Barry Callebaut AG | December 10, 2025 | Reelect Patrick De Maeseneire as Board Chair Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 3 AGAINST |
| Beach Energy Limited | November 12, 2025 | Elect Ryan Stokes as Director Director Elections |
Board | For | AGAINST 1 fund |
Split 1 FOR, 1 AGAINST |
| Bel Fuse Inc. | May 26, 2026 | Election of the Board's nominees for Director for the terms described in the Proxy Statement: Rita V. Smith Director Elections |
Board | For | FOR 1 fund |
Split 5 FOR, 2 WITHHOLD |
| Belc Co., Ltd. | May 21, 2026 | Elect Director Harashima, Issei Director Elections |
Board | For | FOR 1 fund |
Split 1 FOR, 1 AGAINST |
| Belc Co., Ltd. | May 21, 2026 | Elect Director Shibata, Yuji Director Elections |
Board | For | AGAINST 1 fund |
Split 1 FOR, 1 AGAINST |
| Belden Inc. | May 21, 2026 | Election of Directors: David J. Aldrich Director Elections |
Board | For | FOR 6 funds |
Split 11 FOR, 1 AGAINST |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Ajit Jain Director Elections |
Board | For | FOR 29 funds |
Split 9 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Charlotte Guyman Director Elections |
Board | For | Split 4 FOR, 25 WITHHOLD |
Split 6 FOR, 10 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Christopher C. Davis Director Elections |
Board | For | FOR 29 funds |
Split 9 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Gregory E. Abel Director Elections |
Board | For | FOR 29 funds |
Split 9 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Howard G. Buffett Director Elections |
Board | For | FOR 29 funds |
Split 9 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Kenneth I. Chenault Director Elections |
Board | For | FOR 29 funds |
Split 8 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Meryl B. Witmer Director Elections |
Board | For | FOR 29 funds |
Split 9 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Stephen B. Burke Director Elections |
Board | For | FOR 29 funds |
Split 8 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Susan A. Buffett Director Elections |
Board | For | FOR 29 funds |
Split 9 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Susan L. Decker Director Elections |
Board | For | FOR 29 funds |
Split 8 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Thomas S. Murphy, Jr. Director Elections |
Board | For | FOR 29 funds |
Split 8 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Wallace R. Weitz Director Elections |
Board | For | FOR 29 funds |
Split 9 FOR, 8 WITHHOLD |
| Berkshire Hathaway Inc. | May 2, 2026 | Election of Directors: Warren E. Buffett Director Elections |
Board | For | FOR 29 funds |
Split 9 FOR, 8 WITHHOLD |
| Berry Corporation (bry) | December 15, 2025 | The Merger Agreement Proposal: To adopt the Agreement and Plan of Merger, dated September 14, 2025, by and among California Resources Corporation ("CRC"), Dornoch Merger Sub, LLC ("Merger Sub"), and Berry Corporation (bry) ("Berry") (as it may be amended from time to time), providing for the merger of Merger Sub with and into Berry, with Berry surviving as a direct, wholly-owned subsidiary of CRC (the "Merger"). Extraordinary Transactions |
Board | For | FOR 1 fund |
Split 5 FOR, 1 ABSTAIN |
| Bill Holdings, Inc. | December 11, 2025 | To elect the directors listed below: Allie Kline Director Elections |
Board | For | WITHHOLD 5 funds |
Split 2 FOR, 4 WITHHOLD |
| Bill Holdings, Inc. | December 11, 2025 | To elect the directors listed below: David Hornik Director Elections |
Board | For | FOR 5 funds |
Split 2 FOR, 4 WITHHOLD |
| BioCryst Pharmaceuticals, Inc. | June 11, 2026 | Election of Directors (each to serve until the 2029 Annual Meeting of Stockholders): Theresa M. Heggie Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 3 WITHHOLD |
| BioLife Solutions, Inc. | August 20, 2025 | Election of Directors: Amy DuRoss Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 1 WITHHOLD |
| BioLife Solutions, Inc. | August 20, 2025 | Election of Directors: Joydeep Goswami Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 1 WITHHOLD |
| BioLife Solutions, Inc. | August 20, 2025 | Election of Directors: Rachel Ellingson Director Elections |
Board | For | WITHHOLD 11 funds |
Split 5 FOR, 1 WITHHOLD |
| BioLife Solutions, Inc. | August 20, 2025 | Election of Directors: Timothy L. Moore Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 1 WITHHOLD |
| BioMarin Pharmaceutical Inc. | June 2, 2026 | Election of Directors: Ian T. Clark Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 4 AGAINST |
| Birkenstock Holding Plc | April 29, 2026 | Elect Director Alexandre Arnault Director Elections |
Board | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| Birkenstock Holding Plc | April 29, 2026 | Elect Director Ruth Kennedy Director Elections |
Board | For | AGAINST 3 funds |
Split 4 FOR, 2 AGAINST |
| Black Hills Corporation | April 2, 2026 | To vote on a proposal to amend the restated articles of incorporation of Black Hills (the "Black Hills Charter") to increase the authorized shares from 100 million to 300 million (the "Black Hills Share Increase Proposal"); Capital Structure |
Board | For | FOR 9 funds |
Split 4 FOR, 3 ABSTAIN |
| Black Hills Corporation | April 2, 2026 | To vote on a proposal to approve the issuance of shares of common stock, par value $1.00 per share, of Black Hills ("Black Hills Common Stock"), pursuant to the terms of the Agreement and Plan of Merger, dated as of August 18, 2025 (the "Merger Agreement"), by and among Black Hills, River Merger Sub Inc. ("Merger Sub"), and NorthWestern Energy Group, Inc. ("NorthWestern") (the "Black Hills Issuance Proposal"); Extraordinary Transactions |
Board | For | FOR 9 funds |
Split 4 FOR, 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.