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Dimensional vs Invesco: how alike they voted, 2023-2024

91.7% When both took a single position, they voted the same way on 91.7% of 67,190 items (61,623 the same, 5,567 different). 333 items where at least one of them split its funds are listed separately below. Both voted on 67,523 items in all.

Dimensional 2023-2024 · Invesco 2023-2024 · 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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 67,52361,6235,567 33391.7%91.5%
Board proposals 56,21050,7095,322 17990.5%90.4%
E&S shareholder proposals 39326015 11894.5%85.7%
Other items 10,92010,654230 3697.9%97.7%

Where they did not vote alike

Everything Voted differently Split votes

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

333 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.

CompanyMeetingProposalOn the ballot from Board recommendedDimensionalInvesco
TEXAS ROADHOUSE INC. May 16, 2024 An Advisory Vote on a Shareholder Proposal Regarding the Issuance of a Climate Report.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 10 AGAINST
AGAINST
18 funds
THE TIMKEN COMPANY May 3, 2024 Consideration of a shareholder proposal requesting that The Timken Company adopt independently-verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain, in order to achieve net-zero emissions by 2050 in line with the Paris Agreement's goal of limiting global temperature rise to 1.5 degrees Celsius
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 16 AGAINST
FOR
9 funds
THE WENDY'S COMPANY May 21, 2024 Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 12 AGAINST
AGAINST
6 funds
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding corporate climate lobbying.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 13 AGAINST
AGAINST
21 funds
UNITED PARCEL SERVICE INC. May 2, 2024 To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts.
Diversity, Equity, and Inclusion
Shareholder (E&S) Not determined Split
3 FOR, 13 AGAINST
Split
3 FOR, 27 AGAINST
VERIZON COMMUNICATIONS INC. May 9, 2024 Lobbying activities report
Other Social Issues
Shareholder (E&S) Not determined AGAINST
19 funds
Split
1 FOR, 36 AGAINST
VERTEX PHARMACEUTICALS INC. May 15, 2024 Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
2 FOR, 11 AGAINST
AGAINST
31 funds
WALMART INC. June 5, 2024 Human Rights Impact Assessment
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 FOR, 12 AGAINST
AGAINST
38 funds
WALMART INC. June 5, 2024 Publication of Targets for Transitioning from Gestation Crates in Pork Supply Chain
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 13 AGAINST
AGAINST
38 funds
WALMART INC. June 5, 2024 Racial Equity Audit
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
15 funds
Split
1 FOR, 37 AGAINST
WALMART INC. June 5, 2024 Workplace Safety & Violence Review
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
15 funds
Split
1 FOR, 37 AGAINST
WEIS MARKETS INC. May 2, 2024 Shareholder proposal requesting a report on how the Company is addressing climate-change related risks in its Supply Chain.
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 16 AGAINST
AGAINST
1 fund
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Climate Lobbying Congruency Report.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 13 AGAINST
AGAINST
33 funds
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 FOR, 13 AGAINST
AGAINST
33 funds
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 FOR, 13 AGAINST
AGAINST
33 funds
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 FOR, 13 AGAINST
AGAINST
33 funds
WESTLAKE CORP. May 9, 2024 A stockholder proposal regarding the preparation of a report on reducing plastic pollution of the oceans.
Environment or Climate
Shareholder (E&S) Not determined Split
1 FOR, 13 AGAINST
AGAINST
13 funds
WINGSTOP INC. May 23, 2024 Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders; and
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 9 AGAINST
AGAINST
11 funds
AKAMAI TECHNOLOGIES INC. May 10, 2024 To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies to establish a quorum or if there are insufficient votes to adopt any proposal (other than Proposal 7)
Corporate Governance
Other For AGAINST
17 funds
Split
4 FOR, 16 AGAINST
ALLSTATE CORP. May 14, 2024 Stockholder proposal on independent chair.
Corporate Governance
Other Against AGAINST
16 funds
Split
25 FOR, 2 AGAINST
AMERICAN INTERNATIONAL GROUP INC. May 15, 2024 Shareholder Proposal Requesting an Independent Board Chair Policy.
Corporate Governance
Other Against AGAINST
17 funds
Split
41 FOR, 3 AGAINST
AMERICAN TOWER CORP. May 22, 2024 To consider a stockholder proposal, if properly presented, regarding the ownership threshold required to call a special meeting.
Corporate Governance
Other Against AGAINST
5 funds
Split
21 FOR, 1 AGAINST
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting right to act by written consent
Corporate Governance
Other Against AGAINST
16 funds
Split
3 FOR, 29 AGAINST
BLACKROCK INC. May 15, 2024 Shareholder Proposal - Amend Bylaws to Require Independent Board Chair.
Corporate Governance
Other Against AGAINST
15 funds
Split
4 FOR, 19 AGAINST
BOOKING HOLDINGS INC. June 4, 2024 Stockholder proposal requesting a non-binding stockholder vote to amend the Company's clawback policy.
Compensation
Other Not determined FOR
14 funds
Split
2 FOR, 29 AGAINST
BRISTOW GROUP INC. June 5, 2024 U.S. CITIZENSHIP Please mark "YES" if the stock owned of record or beneficially by you is owned and controlled ONLY by U.S. citizens (as defined in the proxy statement), or mark "NO" if such stock is owned or controlled by any person who is NOT is U.S. citizen.
Other
Other None Split
18 FOR, 2 AGAINST
FOR
6 funds
CHUBB LIMITED May 16, 2024 Shareholder proposal on Scope 3 greenhouse gas emissions reporting, if properly presented
Environment or Climate
Other Against Split
3 FOR, 13 AGAINST
AGAINST
24 funds
CHUBB LIMITED May 16, 2024 Shareholder proposal on pay gap reporting, if properly presented
Diversity, Equity, and Inclusion
Other Against Split
3 FOR, 13 AGAINST
AGAINST
24 funds
DANAHER CORP. May 7, 2024 To act upon a shareholder proposal requesting that Danaher amend its governing documents to reduce the percentage of shares required for shareholders to call a special meeting of shareholders from 25% to 15%.
Corporate Governance
Other Against AGAINST
15 funds
Split
2 FOR, 31 AGAINST
GILDAN ACTIVEWEAR INC. May 28, 2024 Elect Dissident Nominee Ghislain Houle
Director Elections
Other Contested FOR
10 funds
Split
1 FOR, 3 WITHHOLD
GILDAN ACTIVEWEAR INC. May 28, 2024 Elect Dissident Nominee Glenn J. Chamandy
Director Elections
Other Contested FOR
10 funds
Split
1 FOR, 3 WITHHOLD
GILDAN ACTIVEWEAR INC. May 28, 2024 Elect Dissident Nominee Melanie Kau
Director Elections
Other Contested FOR
10 funds
Split
1 FOR, 3 WITHHOLD
GILDAN ACTIVEWEAR INC. May 28, 2024 Elect Dissident Nominee Michael Kneeland
Director Elections
Other Contested FOR
10 funds
Split
1 FOR, 3 WITHHOLD
GILDAN ACTIVEWEAR INC. May 28, 2024 Elect Dissident Nominee Michener Chandlee
Director Elections
Other Contested FOR
10 funds
Split
1 FOR, 3 WITHHOLD
GILDAN ACTIVEWEAR INC. May 28, 2024 Elect Dissident Nominee Peter Lee
Director Elections
Other Contested FOR
10 funds
Split
1 FOR, 3 WITHHOLD
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding a Policy for an Independent Chair
Corporate Governance
Other Against AGAINST
16 funds
Split
27 FOR, 4 AGAINST
HERMES INTERNATIONAL SCA April 30, 2024 Approve Auditors' Special Report on Related-Party Transactions
Corporate Governance
Other For AGAINST
4 funds
Split
2 FOR, 10 AGAINST
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding Enhancements to the Company's Clawback Policy
Compensation
Other Against FOR
14 funds
Split
1 FOR, 26 AGAINST
INFRASTRUTTURE WIRELESS ITALIANE SPA April 23, 2024 Slate Submitted by Daphne 3 SpA
Audit-related
Other None AGAINST
2 funds
Split
2 FOR, 1 AGAINST
INFRASTRUTTURE WIRELESS ITALIANE SPA April 23, 2024 Slate Submitted by Priviledge-Amber Event Europe and Institutional Investors (Assogestioni)
Audit-related
Other None FOR
2 funds
Split
1 FOR, 2 AGAINST
INTERCONTINENTAL EXCHANGE INC. May 17, 2024 A stockholder proposal regarding independent board chairman, if properly presented at the Annual Meeting.
Corporate Governance
Other Against AGAINST
16 funds
Split
1 FOR, 17 AGAINST
JPMORGAN CHASE & CO. May 21, 2024 Independent board chairman
Corporate Governance
Other Against AGAINST
17 funds
Split
41 FOR, 2 AGAINST
MOLINA HEALTHCARE INC. May 1, 2024 Shareholder proposal regarding simple majority voting, if properly presented.
Corporate Governance
Other Not determined AGAINST
13 funds
Split
7 FOR, 22 AGAINST
NEWMONT CORP. October 11, 2023 To approve, subject to the provisions of the Transaction Agreement, the adjournment or postponement of the Newmont special meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve Proposal 1 or Proposal 2.
Corporate Governance
Other For FOR
15 funds
Split
19 FOR, 1 AGAINST
NORTHROP GRUMMAN CORP. May 15, 2024 Shareholder proposal to provide for an independent Board chair.
Corporate Governance
Other Against AGAINST
16 funds
Split
1 FOR, 19 AGAINST
O'REILLY AUTOMOTIVE INC. May 16, 2024 Shareholder proposal entitled "Independent Board Chairman."
Corporate Governance
Other Against AGAINST
12 funds
Split
29 FOR, 2 AGAINST
RESTAURANT BRANDS INTERNATIONAL INC. June 6, 2024 Consider a shareholder proposal regarding reducing plastic use.
Environment or Climate
Other Against Split
2 FOR, 9 AGAINST
AGAINST
4 funds
RESTAURANT BRANDS INTERNATIONAL INC. June 6, 2024 Consider a shareholder proposal regarding water risk.
Environment or Climate
Other Against Split
2 FOR, 9 AGAINST
FOR
4 funds
SUMITOMO MITSUI FINANCIAL GROUP INC. June 27, 2024 Amend Articles to Add Provision on Director Competencies to Manage Climate-Related Business Risks and Opportunities
Corporate Governance
Other Against Split
3 FOR, 4 AGAINST
FOR
1 fund
SUMITOMO MITSUI FINANCIAL GROUP INC. June 27, 2024 Amend Articles to Add Provision on Director Competencies to Manage Climate-Related Business Risks and Opportunities
Environment or Climate
Other Against AGAINST
4 funds
Split
1 FOR, 4 AGAINST
TEXAS INSTRUMENTS INC. April 25, 2024 Stockholder proposal to permit a combined 15% of stockholders to call a special meeting.
Corporate Governance
Other Against AGAINST
13 funds
Split
28 FOR, 7 AGAINST
THERMO FISHER SCIENTIFIC INC. May 22, 2024 Shareholder Proposal: Simple Majority Vote.
Corporate Governance
Other Against AGAINST
16 funds
Split
6 FOR, 20 AGAINST
WESTERN DIGITAL CORP. May 10, 2024 Adjournment of the Special Meeting from time to time to solicit additional proxies in favor of Proposals 1-4 or if otherwise determined by the Chair of the Special Meeting to be necessary or appropriate.
Corporate Governance
Other For FOR
15 funds
Split
15 FOR, 3 AGAINST
WULIANGYE YIBIN CO. LTD. June 28, 2024 Approve Comprehensive Budget
Corporate Governance
Other For FOR
5 funds
Split
1 FOR, 4 ABSTAIN
ADVANCED MICRO DEVICES INC. May 8, 2024 Election of Directors: Abhi Y. Talwalkar
Director Elections
Board For FOR
16 funds
Split
29 FOR, 5 AGAINST
AIA GROUP LTD. May 24, 2024 Elect Cesar Velasquez Purisima as Director
Director Elections
Board For FOR
9 funds
Split
7 FOR, 4 AGAINST
AKZO NOBEL NV April 25, 2024 Elect U. Wolf to Supervisory Board
Director Elections
Board For FOR
5 funds
Split
2 FOR, 1 AGAINST
ALLEGION PLC June 6, 2024 Approve the compensation of our named executive officers on an advisory (non-binding) basis.
Say-on-Pay
Board For FOR
17 funds
Split
1 FOR, 20 AGAINST
ALLEGRO.EU SA June 26, 2024 Approve Revised Remuneration Policy
Compensation
Board For AGAINST
2 funds
Split
3 FOR, 3 AGAINST
ALPHABET INC. June 7, 2024 Election of ten Directors: K. Ram Shriram
Director Elections
Board For AGAINST
13 funds
Split
48 FOR, 2 AGAINST
ALPHABET INC. June 7, 2024 Election of ten Directors: L. John Doerr
Director Elections
Board For AGAINST
13 funds
Split
48 FOR, 2 AGAINST
ALPHABET INC. June 7, 2024 Election of ten Directors: Robin L. Washington
Director Elections
Board For AGAINST
13 funds
Split
48 FOR, 2 AGAINST
AMAZON.COM INC. May 22, 2024 ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION
Say-on-Pay
Board For AGAINST
15 funds
Split
59 FOR, 2 AGAINST
AMAZON.COM INC. May 22, 2024 ELECTION OF DIRECTORS: Edith W. Cooper
Director Elections
Board For AGAINST
14 funds
Split
4 FOR, 46 AGAINST
AMERICAN INTERNATIONAL GROUP INC. May 15, 2024 Election of Directors: LINDA A. MILLS
Director Elections
Board For FOR
17 funds
Split
37 FOR, 7 AGAINST
APOLLO GLOBAL MANAGEMENT INC. October 6, 2023 ADVISORY VOTE TO APPROVE THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS.
Say-on-Pay
Board For AGAINST
12 funds
Split
9 FOR, 1 AGAINST
ASTELLAS PHARMA INC. June 20, 2024 Elect Director Tanaka, Takashi
Director Elections
Board For FOR
3 funds
Split
1 FOR, 3 AGAINST
ASTELLAS PHARMA INC. June 20, 2024 Elect Director and Audit Committee Member Nakayama, Mika
Director Elections
Board For FOR
3 funds
Split
1 FOR, 3 AGAINST
ASTRAZENECA PLC April 11, 2024 Re-elect Marcus Wallenberg as Director
Director Elections
Board For FOR
8 funds
Split
2 FOR, 9 AGAINST
BECTON, DICKINSON AND CO. January 23, 2024 Election of Directors: Jeffrey W. Henderson
Director Elections
Board For FOR
16 funds
Split
3 FOR, 29 AGAINST
BRIDGESTONE CORP. March 26, 2024 Elect Director Scott Trevor Davis
Director Elections
Board For FOR
6 funds
Split
4 FOR, 1 AGAINST
BROADCOM INC. April 22, 2024 Advisory vote to approve the named executive officer compensation.
Say-on-Pay
Board For AGAINST
18 funds
Split
39 FOR, 16 AGAINST
BROADCOM INC. April 22, 2024 Election of Directors: Harry L. You
Director Elections
Board For AGAINST
17 funds
Split
46 FOR, 3 AGAINST
BUILDERS FIRSTSOURCE INC. June 4, 2024 Election of Directors: W. Bradley Hayes
Director Elections
Board Not determined Split
18 FOR, 2 AGAINST
FOR
22 funds
CANADIAN NATURAL RESOURCES LTD. May 2, 2024 Elect Director Frank J. McKenna
Director Elections
Board For FOR
10 funds
Split
1 FOR, 6 WITHHOLD
CANADIAN PACIFIC KANSAS CITY LTD. April 24, 2024 Elect Director Henry J. Maier
Director Elections
Board For FOR
7 funds
Split
4 FOR, 5 AGAINST
CANADIAN PACIFIC KANSAS CITY LTD. April 24, 2024 Elect Director John Baird
Director Elections
Board For FOR
7 funds
Split
4 FOR, 5 AGAINST
CHENIERE ENERGY INC. May 23, 2024 Election of Directors: G. Andrea Botta
Director Elections
Board For Split
13 FOR, 2 AGAINST
FOR
21 funds
CHESAPEAKE ENERGY CORP. June 18, 2024 To consider and vote on a proposal to approve, by non-binding, advisory vote, certain compensation arrangements for Chesapeake's named executive officers in connection with the Merger contemplated by the Merger Agreement (the "Advisory Chesapeake Compensation Proposal"); and
Say-on-Pay
Board For AGAINST
18 funds
Split
1 FOR, 22 AGAINST
COCA-COLA CO. May 1, 2024 Election of Directors: Barry Diller
Director Elections
Board Not determined FOR
16 funds
Split
2 FOR, 26 AGAINST
COHERENT CORP. November 9, 2023 Non-binding advisory vote to approve compensation paid to named executive officers in fiscal year 2023.
Say-on-Pay
Board For FOR
13 funds
Split
13 FOR, 2 AGAINST
CORE & MAIN INC. June 26, 2024 Advisory vote to approve Core & Main's named executive officer compensation.
Say-on-Pay
Board For FOR
16 funds
Split
2 FOR, 16 AGAINST
CORE & MAIN INC. June 26, 2024 Election of Directors: Kathleen M. Mazzarella
Director Elections
Board For WITHHOLD
15 funds
Split
2 FOR, 12 WITHHOLD
CRODA INTERNATIONAL PLC April 24, 2024 Re-elect Keith Layden as Director
Director Elections
Board For FOR
10 funds
Split
4 FOR, 1 AGAINST
CROWDSTRIKE HOLDINGS INC. June 18, 2024 To approve, on an advisory basis, the compensation of CrowdStrike's named executive officers.
Say-on-Pay
Board For AGAINST
11 funds
Split
19 FOR, 1 AGAINST
CROWN CASTLE INC. May 22, 2024 Election of Directors. Company Nominees: Ari Q. Fitzgerald
Director Elections
Board Contested FOR
5 funds
Split
1 FOR, 21 WITHHOLD
CROWN CASTLE INC. May 22, 2024 Election of Directors. Company Nominees: Cindy Christy
Director Elections
Board Contested FOR
5 funds
Split
1 FOR, 21 WITHHOLD
DASSAULT SYSTEMES SE May 22, 2024 Delegate Powers to the Board to Acquire Certain Assets of Another Company
Extraordinary Transactions
Board For AGAINST
2 funds
Split
1 FOR, 11 AGAINST
DASSAULT SYSTEMES SE May 22, 2024 Delegate Powers to the Board to Approve Merger by Absorption by the Company
Extraordinary Transactions
Board For AGAINST
2 funds
Split
1 FOR, 11 AGAINST
DASSAULT SYSTEMES SE May 22, 2024 Delegate Powers to the Board to Approve Spin-Off Agreement
Extraordinary Transactions
Board For AGAINST
2 funds
Split
1 FOR, 11 AGAINST
DASSAULT SYSTEMES SE May 22, 2024 Delegate Powers to the Board to Issue up to Aggregate Nominal Amount of EUR 10 Million in Connection with Item 17
Extraordinary Transactions
Board For AGAINST
2 funds
Split
1 FOR, 11 AGAINST
DOCUSIGN INC. May 29, 2024 Approval, on an advisory basis, of our named executive officers' compensation
Say-on-Pay
Board For AGAINST
10 funds
Split
1 FOR, 14 AGAINST
EATON CORPORATION PLC April 24, 2024 Election of Directors: Gregory R. Page
Director Elections
Board For FOR
17 funds
Split
20 FOR, 7 AGAINST
ENBRIDGE INC. May 8, 2024 Elect Director Steven W. Williams
Director Elections
Board For FOR
8 funds
Split
1 FOR, 8 AGAINST
ENERSYS August 3, 2023 Elect four (4) Class I director nominees: Caroline Chan
Director Elections
Board For FOR
19 funds
Split
6 FOR, 2 AGAINST
ENN ENERGY HOLDINGS LTD. May 31, 2024 Elect Wang Yusuo as Director
Director Elections
Board For FOR
6 funds
Split
3 FOR, 1 AGAINST
ENN ENERGY HOLDINGS LTD. May 31, 2024 Elect Zhang Jin as Director
Director Elections
Board For FOR
6 funds
Split
3 FOR, 1 AGAINST
GALAPAGOS NV April 30, 2024 Approve Remuneration Policy
Compensation
Board For AGAINST
3 funds
Split
1 FOR, 1 AGAINST
GALAPAGOS NV April 30, 2024 Approve Remuneration Report
Compensation
Board For AGAINST
3 funds
Split
1 FOR, 1 AGAINST
GENERAL MOTORS CO. June 4, 2024 Advisory Approval of Named Executive Officer Compensation
Say-on-Pay
Board Not determined AGAINST
18 funds
Split
2 FOR, 34 AGAINST

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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.